Questions tagged [notes]

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1 vote
1 answer
720 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 ...
  • 13.5k
0 votes
1 answer
1k 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 ...
  • 1,236
2 votes
0 answers
348 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 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 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?
  • 5,226
51 votes
3 answers
9k 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 ...
  • 2,361
1 vote
1 answer
15k 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 ...
  • 1,608
3 votes
1 answer
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: ...
  • 13.2k
2 votes
3 answers
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. ...
1 vote
1 answer
331 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 ...
3 votes
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 ...
  • 22.4k
4 votes
1 answer
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 ...
  • 2,505

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