Who can use this feature?
- All roles with access level "standard" or higher
- Available on all plans
Field commands within notes allow you to update a field value for any account, contact, opportunity, or other object—without leaving the note. Going forward, the previous and new values are reflected in the note body.
Add field commands to a note
You can add field commands to a note draft or a published note. Note drafts require you to select an associated object prior to using field commands.
- Open a published note or create a new draft. If starting from a draft, ensure there is an object (account, contact, opportunity, and/or additional) related to the note.
- Within your note body, click + > Field in the toolbar (or type
/field [press Enter]in the note body). - Keep typing the name of the field, or browse the object to see all fields.
If a field is a locked Salesforce field, you can call up the field in your note, but you will not be able to edit the field value. These fields show a lock icon. - Set the field to the new value you want, and press ✓ to confirm. The field updates immediately.
If changed, the note displays the field name along with the previous and new values: Green text for additions and red strikethrough text for deletions. If a field value has not changed, the note displays just the value.
Add field commands to a note template
When creating a note template, you cannot choose a selected object (account, contact, opportunity, etc.); therefore, you can add field commands as placeholders but cannot set values for fields in templates.
- From the list of notes template, click ... > Edit next to the template you want to edit.
- Within your note body, click + > Field in the toolbar (or type
/field [press Enter]in the note body). - Keep typing the name of the field, or browse the object to see all fields.
- Press enter to continue adding fields to the template (if needed). The template auto-saves as you go.
- When finished, close the template. The field(s) will now be listed in the note body the next time you use the template to start a new note draft.
Common field commands
Need some inspiration to get started? Here are a few meeting types and related fields that may super charge your notes and note templates.
| Bi-weekly meeting | Account object:
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| QBR meeting | Account object:
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| Sales <> CSM hand-off | Opportunity objecty:
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| Kickoff meeting | Account object:
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