Questions tagged [notes]
The notes tag has no usage guidance.
116
questions
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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
1
answer
85
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
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 ...
2
votes
0
answers
514
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
...
0
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1
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1k
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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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0
answers
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:...
4
votes
4
answers
16k
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
2
answers
3k
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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?
51
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3
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9k
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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 ...
1
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1
answer
15k
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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 ...
3
votes
1
answer
1k
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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:
...
2
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3
answers
2k
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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. ...
1
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1
answer
331
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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 ...
3
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1
answer
603
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 ...
4
votes
1
answer
675
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 ...
4
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1
answer
8k
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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 ...