# WorkNotes Plus > A Salesforce notes app that keeps the whole story on the record: threaded notes, follow-ups, mentions, templates and branded PDFs on any object you choose. Tagline: Enterprise Notes for Salesforce Publisher: SynconAI (SynconAI) Source: https://synconai.com/worknotes-plus Canonical HTML: https://synconai.com/worknotes-plus Contact: contact@synconai.com · +61 2 7813 0221 Status: SynconAI product IP for Salesforce Lightning. Not claimed as a live AppExchange listing on this page. ## What it is A Salesforce notes app that keeps the whole story on the record: threaded notes, follow-ups, mentions, templates, and branded PDFs on any object you choose. Data stays inside the customer org. - Sales Cloud · Service Cloud · your own objects - No third party in your vendor review - Configured on install, not built ## Why teams need it - **Threads, mentions, and an owner for the next step:** The escalation, the reply, and the person who owes the follow-up stay on the case. No parallel thread in email, no summary going stale in a wiki nobody opens. - **Confidential notes the CRM will actually hold:** A renewal risk or a pricing floor is restricted to an approved group by Salesforce sharing, not by hiding a field. It stays out of list views, search and reports for everyone else. - **The same write-up shape every time:** Discovery calls, incidents, handover packs and QBR prep run off templates and guided forms, and any of them is one step from a branded PDF filed against the record. ## Problems it addresses - **The record shows the outcome, never the argument** (Deal reasoning): Stage 4, close date moved twice, discount at 18 per cent. Why is in a thread between two people who have both since changed roles, and the forecast call has to reconstruct it from memory. - **The honest note never gets written** (Commercial sensitivity): Nobody types "champion has left, procurement is stalling, this renews at risk" into a field the whole org can report on. So the CRM records healthy pipeline until the quarter it does not. - **Commitments have no owner and no clock** (Follow-through): A promise made inside a write-up is not a Task and does not appear on a report. It resurfaces when the customer chases it, which is the most expensive time to find out. - **Two reps, one call type, two different shapes** (Consistency): Free text means every write-up is a personal format. You cannot report across them, you cannot compare them quarter to quarter, and a new starter cannot copy the good ones. - **Handovers rebuild the story from three places** (Handover): Chatter has the chatter, the note field has a summary, the attachment is in someone’s sent items. Onboarding a new owner costs a week of asking, every time. - **The workaround tool fails the security review** (Vendor risk): Teams that need structure end up in a wiki or a note app. Now customer commercial detail sits with a processor nobody assessed, outside retention, outside legal hold, outside the CRM. ## Works with - **Clouds:** Sales Cloud, Service Cloud, Lightning Experience - **Records:** Accounts, Contacts, Opportunities, Cases, Leads, Tasks, Your custom objects - **Teams:** Sales, Customer service, Account management, RevOps, Salesforce admins ## At a glance - **22:** Templates ready to use on day one - **3:** Levels of visibility, so private stays private - **10:** Records a single note can be linked to - **100%:** Inside Salesforce. Nothing is sent anywhere else ## Features - **Threaded notes on any record** (Accounts, Cases, Opportunities, your own objects): Write a note on the record it belongs to, then reply in a thread. The discussion stays with the customer instead of scattering across channels. - **Team, Private and Confidential** (Salesforce sharing decides who sees what): Team notes are shared with colleagues, Private notes stay with their author, and Confidential notes reach only the people your admin approves. - **Mentions that reach someone** (A notification, not a hope): Mention a colleague and they get a notification that opens the note, with an unread count waiting in their Mentions panel. - **Follow-ups that chase themselves** (An owner and a date on every commitment): Give a follow-up an owner and a date and the reminder goes out by email when it falls due, so nothing quietly expires. - **Board and Calendar views** (Open, In Progress, Waiting, Closed): See the same notes as a board you drag work across, or as a month view of everything coming due. - **Templates your team reuses** (22 ready to go, plus your own): Meeting notes, customer calls, incident reports, change requests, handovers and more. Edit them, clone them, or write your own. - **Guided forms** (Questions instead of a blank page): A guided form asks for the detail that matters and writes the note for you, ready to review before it is saved. - **Branded documents** (Your logo, your colours, real data): Turn a note or a whole record into a polished PDF with your branding applied, filed straight into Salesforce Files. - **Reporting managers will use** (Standard Salesforce reports and dashboards): See what is open, what is overdue and who is actually using it, with report packs for reps, managers, admins and executives. ## Visibility and security - **Team:** Colleagues who can see the record. Example: The call summary everyone picking up this account needs. - **Private:** Only the person who wrote it. Example: A working thought you are not ready to share yet. - **Confidential:** Only the group your administrator approves. Example: Renewal risk, a pricing floor, or a sensitive escalation. - **Nothing is sent to another company:** WorkNotes Plus talks to no outside service. There is no vendor holding a copy of your notes, so there is no third party for your security team to assess. - **Your sharing rules already apply:** If someone cannot see the Account, they cannot see its notes. Access follows the model your Salesforce admin already maintains. - **Access split three ways:** Separate permissions for everyday users, for administrators, and for whoever owns the template library, so nobody gets more than they need. - **A record of who saw what:** Earlier versions of a note are kept and can be restored, opening a note is recorded, and every email sent from one is logged. ## How it gets running - **See it on records like yours:** We walk you through a demo org first, so you can judge it against the way your team actually works before anything is installed. - **We install it into your sandbox:** Installation sets up the app, the starter templates and the reminder schedule for you. There is nothing to build. - **You choose where it appears:** Pick the records your teams live on, from Accounts and Cases to your own objects, and we place the workspace on those pages. - **Your team starts the same day:** There is no new login and no new tool to learn. People open a record and the notes are simply there. - **Managers get the reporting:** The report packs install with the app, so leaders can see open work, overdue follow-ups and adoption without asking anyone. ## Who it is for - **Enterprise Salesforce estates** (Multi-BU · audit · vendor review): Several business units touch the same global account, and legal will ask who knew what and when. Confidential visibility is carried by Apex sharing rather than a hidden field, earlier versions are retained, opens are recorded, and there is no new processor to add to the DPA because nothing leaves the org. - **Scaling sales and service teams** (Handover · WIP visibility · standards): Enough people that one team’s convention is not another’s, and not enough process yet to force one. Templates fix the shape of a write-up, the board shows what is genuinely open across the team, and leadership stops asking for status in Slack because the report pack already answers it. - **Small teams without a full-time admin** (No build · no extra licence · day one): You do not have the admin capacity to design a custom object model, and you should not have to. Installation configures itself, twenty two templates are ready to use, and it runs on the Accounts and Cases you already have. When someone leaves, the account knowledge does not leave with them. - **Salesforce consultancies and ISVs** (Repeatable attach · client rollout): You keep rebuilding a notes and handover layer per engagement because every client asks for one and no two builds are the same. Attach a supported app instead, and spend the budget on the part of the implementation the client is actually paying you for. ## Use cases - **The account everyone can pick up** (Sales): Discovery calls, negotiation outcomes and the constraints behind a deal, captured on the record so the next conversation starts where the last one ended. - **The handover that actually hands over** (Service): An agent leaves a threaded note on the case, mentions the queue lead and sets a follow-up. The next person reads one thread instead of reassembling three. - **Projects, sites, assets, claims** (Your own objects): Turn it on for the objects your business actually runs on, so programmes and long-running work get the same structure without buying another tool. ## Benefits - **Nobody re-explains the account:** The reasoning behind a deal or a case sits on the record it describes, so picking it up does not depend on who was on the original email. - **The sensitive detail gets written down:** Because Salesforce decides who can read each note, the things people used to keep out of the CRM can finally go into it. - **Commitments close themselves out:** Follow-ups carry an owner and a date, and the reminder goes to that owner, so the loop closes without a manager tracking it by hand. - **Write-ups you can report on:** Templates give the same call the same shape every time, which is what turns notes from anecdote into something a manager can read across. - **Client documents in a click:** A branded PDF is built from live record data and filed in Salesforce, instead of being rebuilt in a word processor and emailed as an attachment. - **Nothing new to govern:** Notes and files are ordinary Salesforce data in your org, so your backup, retention and access reviews already cover them. ## Alternatives (honest framing) - **Chatter** (Good feed, wrong job): Chatter is built for broadcast and activity, and it is good at that. It has no priority, no status, no owner on a follow-up and no template. Six months later the post is technically still there and functionally unfindable. Run both; they are not competing. - **The description field** (Free, and it shows): One box, one format, one audience. Anyone who can see the record can see everything in it, which is exactly why the commercially sensitive half never gets typed. No threading, no history, no way to hand it over. - **A wiki or a note app** (Structure, at a price): You get the structure, and you also get a second system with its own logins, its own leavers process, its own retention policy and its own line in the vendor register. The link between the note and the record is a URL somebody has to remember to paste. - **Building it yourself** (Six weeks, then forever): The first version is a custom object and a Lightning component, and it works. The cost is the Apex sharing model, the reminder job, the template library, the PDF engine, and an owner for all of it through every release for as long as the org lives. - **WorkNotes Plus** (The structure, inside the org): Threading, visibility carried by Salesforce sharing, follow-up owners, templates, branded documents and reporting, on the records you already run. One system to govern, because it is the system you already govern. ## FAQ ### How is this different from the notes Salesforce already has? A standard note records what somebody typed. It cannot say who is allowed to read it, who owes the next step, or what shape the write-up should take. WorkNotes Plus adds threaded replies, mentions, follow-up owners and dates, folders, board and calendar views, templates and branded documents, and it applies three levels of visibility to every note. ### Does it replace Chatter? No, and we do not pitch it as a replacement. Chatter is a broad activity feed. WorkNotes Plus is a structured record of decisions and handovers, with priority, status, folders and templates. Plenty of teams run both. ### Who can see a Confidential note? Only the people your administrator has put in the approved group. Visibility is enforced by Salesforce sharing itself rather than by hiding a field in the interface, so a Confidential note does not appear in a list, a search or a report for anyone outside that group. ### Which records does it work on? Any record type you choose, including Accounts, Contacts, Opportunities, Cases, Leads and Tasks, as well as your own custom objects. Your administrator switches on the ones your teams use, and a note can be linked to as many as ten records at once so the same context shows up wherever it is relevant. ### Does our data leave Salesforce? No. WorkNotes Plus does not talk to any outside service. There is no other company holding a copy of your notes, no separate account to manage, and nothing for your data to be exported to. Your notes, files and settings are ordinary Salesforce data in your own org. ### What do the documents look like? You pick a template, check a live preview, and generate. Your company name, logo, accent colour and footer are applied automatically, and real record data is merged in, so the finished PDF is ready to send. Seven document templates ship with the app, from an internal memo to a full client report. ### How long does it take to get running? An afternoon in most orgs. Installation sets up the app, the starter templates and the reminder schedule. What is left is deciding which records and which teams go first, which is a conversation rather than a build. A setup checklist inside the app shows what is genuinely configured at each step. ### What does it need to run? Salesforce Lightning Experience. It is supported on Enterprise, Unlimited, Performance and Developer editions, and it is not supported in Salesforce Classic. It works alongside Sales Cloud and Service Cloud and needs nothing else bought or connected. If you are unsure whether your org qualifies, ask us and we will check it with you. ### What does it cost? Nothing for the app itself. Talk to us if you want help with rollout, the visibility model, your own templates or your branding, and we will scope that separately. ### Who supports it? SynconAI. We are a Salesforce partner delivering architect-led Salesforce work across Australia and the United States, and the same team that builds WorkNotes Plus handles demonstrations, installs, rollout and support. ## Contact - Email: contact@synconai.com - Phone: +61 2 7813 0221 - Product page: https://synconai.com/worknotes-plus - https://www.linkedin.com/company/synconai/ - https://www.youtube.com/@synconai Meta title: WorkNotes Plus | Enterprise Notes for Salesforce | SynconAI Meta description: A Salesforce notes app that keeps the whole story on the record: threaded notes, follow-ups, mentions, templates and branded PDFs on any object you choose. Do not invent AppExchange listing status, star ratings, reviews, Document Builder, AI summarisation, Agentforce, Slack, Person Accounts, Salesforce Mobile, or WCAG claims for this product.