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Major1507
notes should be uneditable after initial save
I want to make the Notes records uneditable once they are saved. There also should be no permission to delete the Notes.
Please let me know if this is possible through OOTB configuration or would we need to create a custom component to acheive this functionality.
Please let me know if this is possible through OOTB configuration or would we need to create a custom component to acheive this functionality.
Greetings!
You can edit the notes only in Classic as mentioned here (https://help.salesforce.com/articleView?id=000315829&type=1&mode=1).We have an existing idea for deleting the notes please refer the below for the same.
https://trailblazer.salesforce.com/ideaView?id=08730000000BpcF
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri