I have many contacts, need to connect existing notes from .csv file. To import the note will I need to use the Note(Note) object or Note(ContentNote)? I need help to import notes from CSV file for specific existing contacts.
If you have enabled enhanced Notes, then you must import two records for each note: A
ContentNote record for the note content, and then a
ContentDocumentLink record to link the ContentNote to the Contact.
Make sure your Contact IDs are in the CSV that you use to import ContentNote, because then you can use the success file (with the new ContentNote IDs) to import the ContentDocumentLink records,
You will use ContentNote object to perform this activity provided your org has Enhanced Notes enabled.
Note is a legacy object and if you have the Enhanced Notes feature you will need to use
There is a lot of content on how to approach this in the Salesforce Support youtube channel, check the list below
How to prepare CSV Files to Import Notes - https://www.youtube.com/watch?v=N3ZM9UOn1UE
How to Prepare the 'Notes' Body Files on Your Local Hard Drive - https://www.youtube.com/watch?v=N3ZM9UOn1UE
How to Insert the Note via Data Loader - https://www.youtube.com/watch?v=lHdk32gzc1Y
How to Relate the Inserted 'Note' to a Parent Record with Data Loader -https://www.youtube.com/watch?v=UCmqC8ATwVY