Timeline for Where do notes live after a lead has been converted?
Current License: CC BY-SA 3.0
5 events
| when toggle format | what | by | license | comment | |
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| Aug 4, 2015 at 16:55 | vote | accept | Noah Duncan | ||
| Aug 4, 2015 at 16:55 | |||||
| Aug 4, 2015 at 14:56 | comment | added | techbusinessman | My bad, the note is no longer attached to the lead. It is transferred to the contact directly and the account. | |
| Aug 4, 2015 at 14:55 | comment | added | techbusinessman | I've just completed a vanilla lead conversion with a note and I can confirm that the note is created on both the Account and the Contact. I believe that they re-create the note rather than re-parent it so you'll see different ids. There may be other pieces of code causing the issue if you still don't see the same note in the lead and the contact/account. | |
| Aug 4, 2015 at 14:41 | comment | added | Noah Duncan |
I'm not sure that they are. I've run a bunch of different queries in the Developer Console, none of them return the note I created on the Lead. The two queries that read the Lead and Contact tables do return the Lead and its converted Contact, but not the note that I see in force.com. Queries I've tried: SELECT Id,Title from Note, SELECT Id, Name, (SELECT Id,Title FROM Notes) FROM Contact, SELECT Id, Name, (SELECT Id, Title FROM Notes) FROM Lead
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| Aug 3, 2015 at 23:22 | history | answered | techbusinessman | CC BY-SA 3.0 |