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width60%

The following information describes configuration required for Salesforce Lightning Experience users. If you, or your users, are using Salesforce Classic,

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see Configuring page layouts for adding and displaying call notes in Salesforce Classic. You might need to configure for both experiences if you have users in your org who can switch between them.

Insert excerpt
_ExcerptCompatibilityMode
_ExcerptCompatibilityMode
nopaneltrue

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width40%

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borderColor#eeeeee
bgColorwhite
titleColorwhite
borderWidth1
titleBGColor#4280FF
borderStylesolid
titleProgress

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To enable agents to add and view notes, perform the following tasks:

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