Create content note
The Salesforce REST API Create Content Note tool enables users to seamlessly create and manage content notes within Salesforce. It allows adding detailed notes linked to various Salesforce records or users, with customizable visibility and sharing settings.
Features
- Create content notes with customizable titles and rich text or HTML content.
- Link notes to any Salesforce objects supporting Chatter feed tracking, including custom objects.
- Set ownership of notes by specifying the user ID who owns the note.
- Control note visibility with options for all users, internal users, or shared users.
- Configure sharing permissions to define user access levels for notes in libraries.
Benefits
- Enhances documentation and collaboration by attaching informative notes to Salesforce records.
- Improves content organization through clear ownership and linking to relevant entities.
- Increases data security and compliance with granular visibility and sharing controls.
- Simplifies note creation with REST API integration for automated workflows.
- Boosts user productivity by easily accessing and sharing critical information within Salesforce.
Description
Creates a content note. See the documentation and Set Up Notes.
Parameters
7 parameters
| Name | Type | Description |
|---|---|---|
| OwnerIdrequired | string | ID of the user who owns the note. |
| Titlerequired | string | Title of the note. |
| Contentrequired | string | The content or body of the note, which can include properly formatted HTML or plain text. |
| IsReadOnly | boolean | Indicates whether the note is read only. |
| LinkedEntityId | string | ID of the linked object. Can include Chatter users, groups, records (any that support Chatter feed tracking including custom objects), and Salesforce CRM Content libraries. |
| ShareType | enum | The permission granted to the user of the shared file in a library. This is determined by the permission the user already has in the library. |
| Visibility | enum | Specifies whether this file is available to all users, internal users, or shared users. |