Customized Security Settings for Notes/Attachments - Ideas - Salesforce Trailblazer Community
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Customized Security Settings for Notes/Attachments

Sales Productivity (Notes, Activities, Calendar)

Make the Notes and Attachments customizable to help categorize, and in the event reporting becomes available for this, to be better reported on. Attachments and Notes should beable to have different security settings depending on possibly type or a Team User Role and/or defaulted to be privatized.

Merge Idea · Flag

Latest Comment from Salesforce

  • David Louie - 2 months ago

    Thanks for your interest in this idea. At this time, we recommend customers move to using Enhanced Notes and Files, as opposed to the Notes and Attachments capability.
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