Questions tagged [notes]

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Create a Note in Lightning Experience

I enabled the Note tool in my Org and I added the relative related lists in Objects Layout. The problem is when I switch in Lightning Experience I can't take the note but only attach file. How Can I ...
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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 ...
5
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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 ...
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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 ...
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2answers
335 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 ...
4
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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/...
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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 ...
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1answer
631 views

Why note & attachment object is not displayed in schema builder

I am trying to create ER diagram and don't see note & attachment object. Is it just me or these object are really not available on schema builder or are they available with different names?
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2answers
2k views

List of Special Character that not acceptable in Content Note conversion

I am doing old Note conversion to new Note. For some special character , I can use escapeHTML4() and it works like charm but for some character such as '£', '~' is fail.I tried to use escapeUnicode() ...
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1answer
2k views

Customer Community users can't access the new enhanced Notes related list?

I can't find any documentation on this topic.. We enabled the new 'enhanced' note taking tool for our internal org, and I would like our Customer Community users to be able to use them as well. ...
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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
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 ...
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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 ...
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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 ...
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3answers
11k views

convert blob to string and display string value in visualforce page in salesforce

convert blob value to string. I have used body1 = EncodingUtil.base64Encode(termsandconditionsAttach.body); body1=termsandconditionsAttach.Body.toString(); these methods to convert. but the problem ...
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1answer
782 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, ...
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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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 ...
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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 ...
4
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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 ...
1
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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
5
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2answers
878 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 ...
3
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2answers
218 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&...
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1answer
431 views

Notes and Attachments - differentiate by ContentType , query

Is there any way to distinguish between the types of attachments. Essentially I wanted to create a new field on type on the attachments object for distinguishing between pictures, docs and excel etc. ...
2
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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
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1answer
458 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 ...
3
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1answer
13k 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 ...
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1answer
113 views

Notes and attachment in Lead objects

When a lead with notes and attachments in the related list is converted, does the files also saved in the account object? I haven't tried it yet. Thanks in advance.
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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 ...
3
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1answer
63 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.
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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 ...
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1answer
458 views

SOQL to fetch lead notes not working

I am trying to fetch all notes with respect to a lead record as following, SELECT id,name,(SELECT Body,CreatedById,CreatedDate,Id,IsDeleted,IsPrivate,LastModifiedById,LastModifiedDate,OwnerId,Owner....
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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 ...
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1answer
306 views

Subquery on Account for NotesAndAttachments not returning any records

I have written a Batch class that will check for Account records with no child records and delete them. Among the sObjects I need to check are Notes and Attachments. Because I have more than 20 child ...
5
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2answers
760 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 ...
2
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1answer
637 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 ...
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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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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1answer
129 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 ...
1
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1answer
485 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 ...
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1answer
348 views

Create notes without edit or delete ability

Is there a way I can give my users the ability to create notes but not be able to edit or delete them? I don't want any user (even sysadmin) to be able to edit or delete any notes made.
1
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1answer
629 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
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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 ...
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 ...
2
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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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1answer
952 views

Case Attachments on the Account Attachments Related List?

I noticed that Case Attachments appear in the Account 'Notes & Attachments' section with a 'Related to' link. However, when we have hundreds of Cases for each Account, the important Attachments ...
2
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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:...
4
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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.