Questions tagged [notes]
The notes tag has no usage guidance.
43
questions with no upvoted or accepted answers
3
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answers
307
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 ...
- 81
3
votes
1
answer
29
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 ...
- 31
2
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0
answers
87
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 ...
- 21
2
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514
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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
...
- 13.5k
2
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348
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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:...
- 32.3k
1
vote
1
answer
256
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/...
- 13
1
vote
0
answers
144
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 ...
- 53
1
vote
0
answers
630
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 ...
- 31
1
vote
0
answers
394
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 ...
- 33
1
vote
2
answers
505
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 ...
- 49
1
vote
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answers
349
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 "...
- 5,782
1
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614
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 ...
- 12.1k
1
vote
1
answer
78
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 > ...
- 11
1
vote
0
answers
296
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.
- 441
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214
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 ...
- 305
1
vote
2
answers
306
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 ...
- 111
1
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2
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499
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....
- 4,794
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96
views
Salesforce Report Options for Notes and Attachments with a Custom Object
I have a requirement to show a report for notes and attachments which are associated with a parent custom object.
with salesforce reports its a limitation and we cannot link notes and attachments with ...
- 7,705
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29
views
How do I prevent a Note from being edited?
Once a Note record is created in Salesforce, I would like to prevent that note from being edited by any user.
I tried this code but it is not working as I am still able to edit a note and the error ...
- 15
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answers
26
views
Migrate Notes from org source to target
i am trying to migrate Notes from org source to Target and i am facing an issue with the field Body:
some notes contain body with line breaks like this :
Titres :
- Mon imagier des animaux
- Je ...
- 23
0
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answers
15
views
Access note created by senior user under account
One of my colleague is facing issue with in the client's org. Like below:
There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license.
JuniorUser reports to ...
- 452
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1
answer
97
views
How do I find Size of Note Object in Salesforce Using API
Note object doesn't have any property which can give it's size while using SOQL Query. Is there a way, I can calculate the size of Note using API.
0
votes
2
answers
585
views
How to import Note(Note) for existing contacts
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 ...
- 179
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532
views
Unable to create notes for task object in Community, Invalid Cross Reference Key
I have a screen flow that takes some input from the users on case screen and creates a task on case and then creates a note on the task created in previous step. Issue is, when i am trying to do this ...
- 19
0
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answers
146
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, ...
0
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answers
216
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:
...
- 497
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votes
1
answer
512
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 ...
- 1,467
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65
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 ...
- 1,038
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answers
245
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 ...
- 468
0
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answers
365
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 ...
- 151
0
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1
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172
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.
0
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947
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 ...
- 337
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answers
181
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 ...
- 377
0
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answers
286
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 ...
- 692
0
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1
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456
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 ...
0
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1
answer
34
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.
- 15
0
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1
answer
456
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 ...
- 331
0
votes
1
answer
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 ...
- 1,448
0
votes
1
answer
250
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 ...
- 6,099
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1
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100
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 ...
- 12.1k
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votes
1
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151
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 ...
- 99
0
votes
1
answer
48
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 ...
- 1,094
-1
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24
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can we send notes and attachments along with xml using rest api in salesforce?
I would like to know if we can send notes and attachments along with xml data using rest api.
