Questions tagged [notes]

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44
votes
3answers
6k views

Where are all past Salesforce Release Notes

As a follow on to the recently posted question "What are all of the reasons why Salesforce customers should upgrade the API version on their Apex classes, triggers, and pages?". Where can I find all ...
18
votes
1answer
2k views

Lightning Components: how to invoke “New Note” panel from custom components?

On the Standard-Related-List "Notes" there is a New Button. This New Button opens a Panel on the bottom of the screen like this: How can I invoke the opening of this "New Note" Panel? I've tried so ...
5
votes
2answers
901 views

trigger BeforeUpdate failed when inserting attachments into new record on Demand object

as a follow up to my earlier question I am now getting BeforeUpdate trigger errors when trying to insert attachments as it says the ParentId field is not writable. so here below is the code that is ...
5
votes
2answers
774 views

Winter 16 Release - “new” Notes

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 ...
5
votes
1answer
1k views

Notes is not visible in utility bar

Recently i started enabling lightning for an instance, in the process came through utility bar which helps us a lot for easy navigation. But ran into a problem when i try to add Notes component which ...
4
votes
2answers
1k views

Lightning - Notes

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/...
4
votes
3answers
10k views

Can I include notes in reports?

I want to report on the leads and other custom objects which have notes associated with it.
4
votes
1answer
8k views

Retrieving Notes and Attachments related to a custom object in a single SOQL query

I want to retrieve Notes And Attachments that are attached with the record of a custom object in a single query .How can i do this? SELECT Id,Name,(SELECT Id,Title FROM Notes), (SELECT ...
4
votes
1answer
1k views

Export and Import of Salesforce Files and Notes from one production org to another production org

I have completed a data export of an org we acquired through the following steps: In Setup, navigate to Data Management | Data Export Click on either Export Now or Schedule Export button, whichever ...
4
votes
2answers
2k views

Show Enhanced Notes in VisualForce page

We had a Visualforce page showing the Notes and Attachments using: <apex:relatedList subject="{!Object__c}" list="CombinedAttachments" /> We recently decided to stop using attachments to ...
4
votes
2answers
1k views

ContentNote not inserting

I am trying to insert a new ContentNote and link it to an opportunity with ContentDocumentLink. However, after inserting the content note, the ID returns as NULL, so referencing it in the ...
4
votes
1answer
629 views

How we can find that particular object has “Notes and Attachments” related list in it

I need to find that if selected sObject has included "Notes and Attachment". Is it possible through sObject Describe? I need to filter all sObject in organisation by availability of "Notes and ...
3
votes
1answer
14k views

SOQL Query getting Notes and Attachments from Custom Object

I am getting an error when executing the below query in the Developer Console: select Id, Request_Title__c, (SELECT Id, Name FROM Attachments where id='a3K8E0000000BIj'), (SELECT Id, Title FROM ...
3
votes
1answer
564 views

How to add a Note to a Contact record using the Partner API

Quick Information: I'm using Partner API This is a .NET 4.5 application, C# I'm not displaying create() or SaveResult[], or any other Salesforce code Goal: Add a Note to a Contact record using the ...
3
votes
2answers
239 views

copying Notes/Comments from one sObject to another

I am trying to use the below code in my trigger to copy the Notes from my custom object to a newly created record on the Demand object: List<Note> insertingNotes = new List<Note>(); List&...
3
votes
2answers
3k views

need to be able to find which records have notes & attachments

I have searched the web with no success of finding a solution for this yet. How can I report on an objects records to find which ones have notes and attachments?
3
votes
1answer
64 views

Custom Object's Notes&Attachments in pageblocktable

I am looking to show the attached documents of custom objects record as a link in Pageblocktable. Please help needed in directing.
3
votes
1answer
2k views

How can we give permission to profile user's to delete the notes and attachments?

I am stuck in a scenario in which I want to give access to the profile user's to delete the note and attachment. As I know, To delete a note or attachment, you must be the owner of the note or ...
3
votes
1answer
1k views

How do I call the standard New Note or New Attachment pages?

I have a requirement where I need to provide New Note and New Attachment buttons on a Visualforce page and cannot use the standard related list. Every method I've tried so far has led to an error: ...
3
votes
0answers
272 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
votes
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 ...
2
votes
1answer
1k views

'Unexpected syntax: 'mismatch input 'insert' expecting RCURLY' on apex test class for trigger

I have a simple Apex trigger I'm trying to write a test for, but I get the error in the title when trying to save (error is at line 15 'insert n;'). I don't get this error in the line that inserts the ...
2
votes
1answer
76 views

Possible to Prevent Users from Deleting Their Own Notes

I have enabled Notes from "Note Settings" and am using them with Accounts I understand that access to notes is controlled by access to the associated object/record, and sharing settings for the note. ...
2
votes
1answer
47 views

How to verify in APEX if the organization has notes enabled?

To be more specific, I am talking about the 'new' notes introduced with the Summer '15 release link Would it be enough to verify if ContentNote is available by using: Boolean isNotesEnabled = ...
2
votes
1answer
357 views

Magic Mover Conversion Tool

I installed the Magic Mover conversion tool. We're looking to convert in sandboxes first then convert our production environment. I tested 1 record in our partial sandbox. Magic mover worked just fine....
2
votes
1answer
3k views

New Notes (ContentNote) Note Sharing Settings via Trigger

Is it possible to manipulate note sharing settings in a trigger? (after insert) I wanted to set a default specific set of users whenever a new note is created. I've tried searching everywhere to no ...
2
votes
2answers
2k views

How to move/migrate old notes to new Notes?

With the new Notes, my users complain that they want all of their old notes in the new format. Knowing dataloader, I am trying to export all of the old notes and insert as new Notes, but I can't find ...
2
votes
1answer
477 views

List all attachments and notes for an id in date order

I have been using the below SOQL to get the Notes and Attachments that have been added to a record in my Custom Object Request_For_System_Change (alongside all the other fields I need, the below is ...
2
votes
2answers
152 views

Custom exception on Enhanced Notes

I need to write a trigger on a Enhanced Notes ( which are stored as ContentNote records ). I need to match a certain text in the note body and then show the custom exception on the note component ...
2
votes
1answer
675 views

How to notify account owner when new notes are added?

I was trying to find a way to notify an account owner when new notes are added to their account, but I wasn't able to find anything. I also tried using the process builder but I didn't see anything ...
2
votes
3answers
2k views

Allow Edit/Delete permissions only for System Administrators for "Activity records

I would want to remove edit/delete permissions on activity records (Lead, Account, Contact and Opportunities) for regular users. Only system administrators are to be provided with these permissions. ...
2
votes
1answer
270 views

Exporting Related Object Records - Bulk Api / DataLoader

I am looking to export only case comments and notes related to particular standard and custom objects. Ex: All CaseComments for cases of a particular record type. All notes for a custom object with a ...
2
votes
0answers
59 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 ...
2
votes
0answers
504 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 ...
2
votes
0answers
339 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:...
1
vote
2answers
942 views

“Note can't be saved” error on ContentNote insert

I'm trying to create ContentNote records from Note ones but it's always giving me this particular error: FATAL_ERROR System.UnexpectedException: Note can't be saved Code: List<Note> noteLIST ...
1
vote
1answer
691 views

How can I display Notes & attachment in salesforce1 mobile [closed]

I need to display notes and attachment in salesforce 1 in mobile view. please can any one help me out
1
vote
1answer
10k views

How to set object permissions to no access for: Tasks, Events, Notes, Users?

Within the profile settings, under object settings, then object permissions - I do not see the option to set a profiles object permissions for Tasks, Events, Notes, Users to no access. Appears that I ...
1
vote
2answers
365 views

update a field from an object when a 'Note' is deleted

I want to write a trigger on 'Note' object, what the trigger should do is:- I have a object called Incident__c and a custom field called Notes__c (Long Text Area). Whenever a Note get created(In the ...
1
vote
1answer
488 views

Contacts/ Notes & Attachments

Is it possible to have all the 'Notes and Attachments' from the Account Object to be displayed on each subsequent Opportunity it is related to automatically- similar to a related list? Also, is it ...
1
vote
1answer
640 views

Can we create notes using trigger on contact.?

I want to create notes (not attachment) using trigger on standard contact object. I have 1 custom field called as notes__c, which i want to be reflected in notes once trigger gets fired. Is it ...
1
vote
1answer
71 views

How is the access to Notes & Attachements controlled?

We have a user A who has full access to Accounts object and another user B who has read-only access to Accounts object. What will be the difference in their permissions when they want to add / read ...
1
vote
1answer
272 views

Salesforce Notes to be displayed under a single “Tab”

I have got a scenario where it is asked to display all the notes being entered for a "Lead, Account and Contact" to be shown under a single "Custom Tab". This tab shows the notes from these 3 objects ...
1
vote
1answer
51 views

How to remove Notes & Attachments from all layouts now that I have Files and Enhanced Notes?

Is there an easier way than to go to each Page Layout in Salesforce and remove manually from each? like maybe to un check something on the profile or the User? I already have Files and also Enhanced ...
1
vote
1answer
290 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 ...
1
vote
1answer
79 views

Note related list on Account does not show any input

I try to find the object for the Note related list on Account (NOT the notes and attachments list!). We have input in Notes, but when I query on the standard object Note no data is shown. Where can I ...
1
vote
2answers
604 views

Content Notes from CSV not uploading via Data Loader

We are attempting to upload a CSV containing local drive links to text files and html files. We want these to become "Content Notes". Data Loader keeps throwing errors when we attempt to upload (see ...
1
vote
3answers
3k views

Reporting on Note

I follow this https://help.salesforce.com/apex/HTViewHelpDoc?id=notes_create_report.htm&language=th . After I run the report it display the data but I am not able to see other people Note ...
1
vote
1answer
34 views

Enhanced Notes in salesforce Lightning

We have enabled the Enhanced Notes in our Instance and added the related list in to the page layout. When our users add a note using the enhanced notes other users can only view them and cannot edit ...
1
vote
0answers
27 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/...