Questions tagged [notes]

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271 views

Rolling Back Enhanced Notes and Notes Reporting

My client has enabled Enhanced Notes in their org, but are now experiencing all the reporting limitations associated with new feature. They want to pull reports with actual text entered in note, but ...
3
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1answer
25 views

Autocompleting a task upon a note uploaded in a related account?

so I have accounts that receive notes from an external source. This kind of account will always have a case attached to it, that has the same set of tasks each time. How would I be able to make a case ...
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0answers
58 views

Why are Notes being created when I import contacts & accounts using Import Wizard?

I have been uploading mass contacts and account records (as CSV files) to Salesforce using the Import Wizard. All seems to be going fine, apart when I look at the Notes & Attachments for each ...
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0answers
503 views

Notes and Attachments on Contacts in Customer Community

I don't see Notes and Attachments related list on Contacts. From page 24 Communities Implementation guide it says Customer Users don't see Notes and Attachments related list on accounts or contacts ...
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0answers
336 views

How to expose a Note on a Visualforce Page in Force.com Site

I'm trying to display all the collateral on a record. I'm using the CombinedAttachments relationship in the way below. It works great for Attachment if the user has access to the record. <apex:...
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0answers
22 views

CreatedById Doesnt Work

I am currently developing an external application that uses the Salesforce REST API to consume. The POST method to the endpoints /services/data/v47.0/sobjects/ContentNote&& /services/data/...
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0answers
157 views

Permission missing for creating Notes in Lightning Experience

I have a custom link to redirect the user to create a new note. In Salesforce classic, the custom link works and the user is able to create a note. When I switch to Lightning Experience and click the ...
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0answers
268 views

How to show error msg in ContentNote?

I want to show error msg whenever notes get created without attaching to any records. As trigger on ContentNote is not available I've written Trigger on ContentDocumentLink, but I am not able to show ...
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0answers
294 views

Error uploading Enhanced Notes - Invalid ShareType

I have migrated Notes to Enhanced Notes (ContentNote) using SF data loader. Most of the records are migrated successfully, only in few of the records I am receiving this error Invalid sharing type "...
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0answers
508 views

Is there a way to restrict access to Notes and Attachments while doing a global search

Is there a way to restrict the search on notes and attachments for certain profiles? If we type in doc or pdf in the global search then it shows all the notes and attatchments. There are so many ...
1
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1answer
49 views

Enable Features with Apex

Is it possible to automate (preferably with apex) enabling of features from setup. For example if I want enable the notes settings in a org I would have nav to Setup > Build > Customize > Notes > ...
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0answers
136 views

How to share Note object record to a user using Apex sharing

Is it possible to share Note object record to a user using Apex sharing.I am not able to find sharing object for Note like Accountshare which is used for Account.
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0answers
102 views

Notes and attachment of a junction object

I have a custom junction object. I want to enable the notes and attachment for the custom junction object. Will it be possible to view just the note and attachment from a custom link? my requirement ...
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0answers
169 views

How to track Notes and Attachment is viewed by user

Basically i have a related list "Notes and Attachment" on account object, Now i want to track that how many times attachment is viewed or download by user in salesforce. How i can achieve above task ...
1
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2answers
129 views

Where do notes live after a lead has been converted?

I'm writing an integration for a client using the SOAP API in PHP. The client would like to keep notes in Salesforce synchronized with notes in their back office system. In order to do this, I've ...
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2answers
255 views

Assigning owner to ContentNotes

I am trying to assign the OwnerId to ContentNote (Notes) using Data Loader on new inserts, however I get the following error: Documents in a user's private library must always be owned by that user....
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12 views

How to export content note for other users via data loader

When I export Content Notes via Data Loader I only get the records I own. How can I export ContentNotes for other users? Here is the query: Select Content, ContentSize, CreatedById, CreatedDate, ...
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0answers
30 views

Fetch Document Blob value from files

I am trying to create an Apex REST API to get documents from "Files". I want to get the document as a binary/blob value. I used the Rest Explorer in Workbench and could figure out the query as: /...
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2answers
82 views

Trigger on ContentDocument/ContentVersion Firing before “After Insert”

So I've seen related questions to this about triggers not firing on ContentDocument, however my trigger is firing - just before the record is saved. I am trying to make an After Insert Trigger on ...
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31 views

How to restrict user from adding images to Enhanced Notes in Lightning for some custom objects

Is it possible to restrict user from adding images in the Enhanced Notes for specific custom objects. The image button is highlighted as shown in the below image. As we in Lightning have requirements ...
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0answers
49 views

While converting classic notes to Lightning enhanced Content Notes getting UNSAFE_HTML_CONTENT error on versionData field.!

We are migrating from Classic to Lightning, In this process we are converting classic Notes to Lightning supported Note (ContentVersion). We have a batch which does this job, getting below error: ...
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1answer
164 views

Inserting of Notes using Workbench

When I try to insert a note using Workbench, I get the following error: "UNKNOWN ERROR: Too many object types to load: 146." with the following fields rendered: Body IsPrivate OwnerID ParentID If I ...
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0answers
23 views

Add New Note Global Action to Outlook Sidebar - Not working

I have created a global action to add a note, but I can't seem to add it to the Outlook page layout. Pretty much, I want to be able to take an email that I receive, click on add note, and have it ...
0
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1answer
127 views

Is it possible to add a mass quick action/button to Account listview to create a Note?

I created a new quick action to Add a Note on the Account object, but even though I go to the Search layout/List this action is not available there. Is it possible to do this? I would like to select ...
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33 views

Notes and Attachment Issues

I have a Custom Object record that I went ahead and added an image attachment to and I also created a note related to that user. I am having two problems: 1) I tried using this solution in the dev ...
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0answers
48 views

Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View

We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF. Similarly, In ...
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0answers
43 views

Partner portal user unable to see notes created by Salesforce users on leads

Leads have been passed from Salesforce users to Partner portal user but Partner portal users with Partner community license are unable to see notes created by Salesforce users on the lead however ...
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1answer
264 views

How to remove “Add to records(Add notes to records)” from Notes in lightning?

Is there a way to restrict adding a Note to different records through "Add to Records" standard button on Notes in lightning?
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1answer
94 views

When converting Classic Notes to Enhanced Notes — what object do the Converted Classic Notes live on?

I can't find them on ContentVersion or ContentDocument. If I create a NEW Enhanced Note, those live on ContentNote. But what about the converted ones? They are no longer on the Note object either.
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417 views

Notes and Attachments permissions

I thought the standard "notes and attachments" section inherited the permissions from the object its under. For instance, I have "Create" permission attributed to the Account object and I have able to ...
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0answers
101 views

Partner Community User to see Notes RL

I am trying to show the Notes Related List on community page for a user having Partner Community user license, but its not coming up. Also, I want to add notes from community which I want to share ...
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0answers
59 views

How to restrict specific profiles to create note

I need to restrict users with a specific profile to create Note in Salesforce for under lead object. I know that Note object will inherit access level from parent Lead. I need lead to be accessible ...
0
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1answer
254 views

How to create report for Notes object content?

I have a requirement in which client needs monthly data of all the notes related to every lead . This result in huge data which I am doing manuallly now. I query data from workbench and prepare ...
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1answer
27 views

How do I change the default on opportunity Notes and Attachments to be NOT private?

opportunity notes and attachments are always set to private by default but Users wanted it be made public by default.
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1answer
380 views

Access to Notes & Attachments for users on a different account

I would like to give access to attachments on one account to users on a different account. The users have Customer Community User profile, as far as I have tried manual sharing isn't possible. Is ...
0
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1answer
6 views

Unable to attach call logs for opportunity with out ownership access

Hi friends in my organisation org-wide defaults for opportunity is Private. But some users have acess view all opportunities,read access and create access. But if they want to attach calls they need ...
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2answers
333 views

Migration problem with “Notes & Attachment” in Salesforce

I have created a new SF org & successfully moved all data EXCEPT notes & attachment. From the previous org, I have Attachments folder & Attachment.csv file exported. When I am trying to ...
0
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1answer
781 views

Notes not showing in Notes and Attachments

I've inserted Notes via Data Loader. The operation was reported as successful and when I look up individual ids in the front end they show up as Notes with the correct account linked to them. However, ...
0
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1answer
95 views

Can't find Note API Name

I enabled Notes and added the related list to Opportunities. I created a note on my Opportunity and see the note on the Opportunity. I cannot find where this actually gets stored at. I ran a ...
0
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1answer
74 views

Is there a way to identify if there is note or attachment already exists

I am trying to copy over notes from account into opportunities. I want to see if there is a same note or attachment already exists in opportunity. i want to copy them over only if the same note doesnt ...
0
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1answer
128 views

Displaying Notes/Attachments

We were trying to create a way to avoid having to upload and add 'notes/attachments' to all related Opportunities. Most of Opportunities need the same Note or Attachment on each new Opp created under ...
0
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1answer
46 views

Which storage mechanism will be more efficient?

Case 1: If I have one record, and create 1000 attachments to that record worth 1KB each. Case 2: In another case, if I create one attachment and zip all the files together. Assuming that zipping the ...