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From the lightning experience trailhead I read that it is possible to associate one note to multiple records

"You can even relate a note to multiple records"

https://trailhead.salesforce.com/en/lex_migration_introduction/lex_migration_introduction_whatis

Can someone tell me how this is possible ?

A Note can be associated to one record only right ?

From the workbench I can see that there can only be one parent as shown below

enter image description here

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2 Answers 2

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Yes, we can create notes and associate it to multiple records (e.g. Contacts, Opportunity as in picture) like this which is generally available from Winter'16 release:

Steps:

  1. Create Note and associate to multiple records. We can share this to people or user.

Adding notes to multiple objects

  1. This saved notes can be accessible from Files menu.

Notes under files tab

  1. To retrieve the notes from workbench, use the SOQL query on ContentDocument

Notes at ContentDocument

  1. Difference between Notes vs Old Note-Taking tool

Notes vs Old Note-Taking tool

For more information, Refer Adding Notes to Records Trailhead

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The Note object that has been around for many years is replaced by the ContentNote object when enhanced notes are enabled.

On the underlying SObjects involved, see this ContentNote Objects documentation page that includes this ERD:

ERD

The many-to-many relationship is achieved through the ContentDocumentLink object.

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  • So in reality a copy of the note is created (the intersection table). It is not really a pure sharing of a single note to multiple records. Eg : N1 note is associated to O1 opportunity and A1 account. So internally N1x, N1y records (each ContentDocumentLink object) will be created for that "share". Am I right ?
    – VPY
    Commented Dec 25, 2016 at 1:55
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    @AaronWilfred The ContentDocumentLink is an association object that only connects the note with another object. So the one note can be related to multiple objects.
    – Keith C
    Commented Dec 26, 2016 at 22:30

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