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Wednesday, January 25, 2017

Lightning - Notes (attached to multiple objects)

Lightning - Notes


From Winter'16 release, we can create notes and attached it to multiple objects.
By the way, it is not getting attached to Notes & Attachments.
Steps:
  1. Enable Notes
enable-notes
2. Create Note and associate to multiple records. We can share this to people or user.
adding-note-to-multiple-objects
3. This saved notes can be accessible from Files menu.
notes-under-files-tab
4. To retrieve the notes from workbench, use the SOQL query on ContentDocument
notes-at-contentdocument
5. To retrieve the associated parent records, use SOQL query on  ContentDocumentLink object
It will show 3 records, (one who has created the notes and 2 records of the associated objects i.e. Contact and Opportunity)
notes-at-contentdocumentlink
6. Difference between Notes vs Old Note-Taking tool
notes-difference
For more information, Adding Notes to Records Trailhead.

1 comment:

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