Questions tagged [notes]
The notes tag has no usage guidance.
110
questions
1
vote
0answers
28 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/...
1
vote
0answers
236 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 ...
1
vote
0answers
285 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 ...
1
vote
2answers
793 views
Notes and attachment in Winter'18 release
In winter'18 Notes & Attachments related list will no longer have an Upload File button.
In my application, I am inserting the attachment using apex code. I just want to confirm if we can still ...
1
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0answers
297 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 "...
1
vote
0answers
528 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 ...
1
vote
1answer
51 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 > ...
1
vote
0answers
159 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.
1
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0answers
108 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 ...
1
vote
0answers
175 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 ...
1
vote
2answers
142 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 ...
1
vote
2answers
309 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....
0
votes
1answer
100 views
Notes. Mass Upload. Hitting some limit and getting “Note can't be saved”
I'm doing data migration and need to upload ~500k Notes. 192k Notes were uploaded and now I'm getting Note can't be saved error via API and Note contains characters that can't be saved when trying to ...
0
votes
2answers
43 views
New Note saved in a Note&Attachment relatedList
I want to save a new Note to a Lead via apex.
I create a new Note :
Note n = new Note();
n.Body = body;
n.Title=title;
n.ParentId = Id.valueOf(s); // Lead Id
n.IsPrivate = false;
Insert n;
But ...
0
votes
1answer
117 views
Trigger to copy notes body (text) to Lead field
My org has a 3rd party app where Users can submit Leads through an app on their iPad, one issue though is that the app inserts one field as a Note attached to the Lead, rather than as text filled into ...
0
votes
1answer
26 views
Notes & Files related questions
Have a few queries regarding the new Notes . I have searched a few documentation . But havn't foun how this can be removed?
How can we restrict Notes sharing option for any particular profile?
0
votes
1answer
403 views
ContentNote not showing correctly
I'm linking a ContentNote to a Lead object, but the notes that i've been making are showing symbols like "��br��z{^�Ʃx{f" instead of what is provided in the post call to the api.
Any ideas on why ...
0
votes
1answer
1k views
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 ...
0
votes
3answers
12k 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 ...
0
votes
1answer
121 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.
0
votes
1answer
29 views
How to attach files related to SObject in the LEX Email composer?
At the moment, it is not possible to use files attached to an SObject under the Notes and Attachment (through the Attachment API) in the LEX Email composer.
The need to download these files and re-...
0
votes
2answers
4k views
Error with ContentDocumentLink insert
I am receiving this error when I try to create a Note and inserting it to an opportunity. The opportunity is valid and there is no documentation of requiring the field, "document" for ...
0
votes
1answer
240 views
How can I add a free form text field to the contact details page
I'd like to have a text field maybe 80x8 characters on the Contacts page just to make quick notes without having to go to the related tab and create a note. Do other people have this need, and if so, ...
0
votes
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() ...
0
votes
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.
...
0
votes
1answer
494 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. ...
0
votes
1answer
504 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....
0
votes
1answer
398 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.
0
votes
1answer
972 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 ...
0
votes
0answers
37 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 ...
0
votes
0answers
15 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
votes
0answers
165 views
Fetch Document Blob value from files
I am trying to create an Apex REST API to get documents from "Files".
I want to get the document as a binary/blob value.
I used the Rest Explorer in Workbench and could figure out the query as:
/...
0
votes
2answers
220 views
Trigger on ContentDocument/ContentVersion Firing before “After Insert”
So I've seen related questions to this about triggers not firing on ContentDocument, however my trigger is firing - just before the record is saved.
I am trying to make an After Insert Trigger on ...
0
votes
1answer
16 views
Notes not getting saved due to html characters
I am trying to escape all html characters with this function :
strNotes.replace(/&/g,'&').replace(/'/g,''').replace(/"/g,'"').replace(/</g,'<').replace(/>/...
0
votes
0answers
53 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 ...
0
votes
0answers
70 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:
...
0
votes
1answer
181 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 ...
0
votes
0answers
33 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 ...
0
votes
0answers
74 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 ...
0
votes
0answers
60 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 ...
0
votes
1answer
335 views
How to remove “Add to records(Add notes to records)” from Notes in lightning?
Is there a way to restrict adding a Note to different records through "Add to Records" standard button on Notes in lightning?
0
votes
1answer
110 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
votes
1answer
821 views
Data Loader not exporting notes despite records in system
While we are able to export other objects, and can see Notes in the system under Contact records, Data Loader exports only headers and no records under Export All. We are using the "Notes" and "Files" ...
0
votes
0answers
494 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 ...
0
votes
1answer
3k views
What's the difference between “Files” and “Notes & Attachments” related Lists? [duplicate]
What's the difference between "Files" and "Notes & Attachments" related Lists?
They seem to be a carbon copy of each other whenever I upload a file to one or the other.
0
votes
0answers
113 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 ...
0
votes
0answers
69 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 ...
0
votes
1answer
263 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
votes
1answer
27 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.
0
votes
1answer
399 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 ...
