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:
- Enable Notes
2. Create Note and associate to multiple records. We can share this to people or user.
3. This saved notes can be accessible from Files menu.
4. To retrieve the notes from workbench, use the SOQL query on
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)
6. Difference between Notes vs Old Note-Taking tool
For more information, Adding Notes to Records Trailhead.
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