As part of the Winter 16 release, in addition to the lightning experience Salesforce rolled out some new Notes. I enabled the new notes, however we are keeping salesforce classic experience for now. I was hoping to get some help on the following questions. These are in the "Notes" list on the relevant pages (Lead, Contact, Account, Opportunity). I went ahead and hide the old Notes and Attachments section, and added the Notes to the layout. They are stored as ContentDocument object.
I had a few questions:
How can I ensure these notes are being associated to the Account/Contact during a lead conversion event. I see this happening sometimes but not others, in fact I can view the note browsed to via the Files section of a Chatter User page, that its associated to a Lead but when I click that lead it mentions "Lead Converted".
How can I query these using SOQL?
When I go into Developer Console and execute these queries:
SELECT COUNT(Id) FROM ContentDocument -> yields 3 SELECT COUNT(Id) FROM ContentDocument WHERE Id != '069o0000000HQVm' > yields 3 SELECT COUNT(Id) FROM ContentDocument WHERE Id = '069o0000000HQVm' > yields 1
I think this is related to some type of permission issue. If I explicitly share a note via the UI with myself (I am a SysAdmin but not Note Creator) I can query the note via SOQL however if I don't have permission I can't. Perhaps the solution is to create a default sharing permission.