Questions tagged [notes]

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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/...
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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 ...
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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 ...
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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 ...
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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 "...
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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 ...
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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 > ...
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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.
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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 ...
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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 ...
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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 ...
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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....
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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 ...
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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 ...
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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 ...
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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?
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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 ...
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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 ...
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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 ...
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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.
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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-...
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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 ...
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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, ...
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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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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. ...
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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....
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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.
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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 ...
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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 ...
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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, ...
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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: /...
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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 ...
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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,'&amp;').replace(/'/g,'&apos;').replace(/"/g,'&quot;').replace(/</g,'&lt;').replace(/>/...
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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 ...
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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: ...
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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 ...
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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 ...
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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 ...
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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 ...
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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?
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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.
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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" ...
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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 ...
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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.
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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 ...
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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 ...
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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 ...
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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.
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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 ...