AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GetReal QuickNotes

Streamline and simplify Notes, add to Record Pages, Flows, Utility, LWCs

Overview

  • Works in Utility Bar, Record Page, Parent LWCs, and Screen Flows.

  • Record-aware mode prioritizes notes related to the current record.

  • Global mode supports standard note list views with search, filter, sort, for broader note discovery.

  • Search/filter/sort plus card/list display options for faster navigation.

  • Lightweight package designed for quick adoption and minimal setup.

  • Modern UI/UX with SLDS 2+.

  • Quick Create, Open, Edit, and Delete notes from anywhere.

1. Native Salesforce experience: no external note system to manage. 2. Works in Utility Bar, Record Page, and Screen Flow. 3. Record-aware mode prioritizes notes related to the current record. 4. Global mode supports standard note list views for broader note discovery. 5. Search/filter/sort plus card/list display options for faster navigation. 6. Lightweight package designed for quick adoption and minimal setup.

Categories

Business Needs
Sales
Productivity
Collaboration
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Person Accounts
Lightning App Builder
Salesforce Mobile