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I want to save a new Note to a Lead via apex.
I create a new Note :
Note n = new Note();
n.Body = body;
n.Title=title;
n.ParentId = Id.valueOf(s); // Lead Id
n.IsPrivate = false;
Insert n;
But then, Its Save the Note under "Note&Attachment" related list and not under Note related list...
I know it should be super simple to rich out the answer in the internet.. But I didn't find it...
Links and answers will be much appreciated..
Thanks..
What you are doing is inserting Note, which is taken over by ContentNote and to insert ContentNote you simply need to do the following
ContentNote cn = new ContentNote();
cn.Title = 'test2';
String body = '<b>Hello World. Because this text is already formatted as HTML, it does not need to be escaped.
Special characters such as ", etc. must already use their HTML equivalents.</b>';
cn.Content = body;
insert(cn);
and then link it to the Lead record
ContentDocumentLink cdl = new ContentDocumentLink();
cdl.ContentDocumentId = cn.id;
cdl.LinkedEntityId = 'ID of Lead';
cdl.ShareType = 'C';
cdl.Visibility = 'AllUsers';
insert(cdl);
For details on ContentNote please refer to the documentation
You are creating Classic Notes. Classic Notes (the Note sObject) are available in Lightning Experience in the Notes & Attachments related list.
Enhanced Notes (ContentDocument/ContentVersion/ContentNote sObjects) are shown in the Notes related list in Lightning Experience.
This is described in Trailhead:
Enhanced notes and classic notes don’t play well together. So the enhanced Notes that you create for a record are located in the Notes related list. Any notes that you previously created for the record using the classic notes tool are in the Notes & Attachments related list.
To switch to Enhanced Notes, use the ContentNote sObject, with code as described in Mahmood's answer.
