Tool
Create note
The Salesforce REST API Create Note tool enables users to efficiently create and manage notes within Salesforce directly through API calls. This integration simplifies the process of adding detailed notes linked to specific Salesforce records, enhancing data organization and accessibility.
Features
- Creates detailed notes with customizable titles and bodies up to 32 KB in size.
- Supports setting note privacy to restrict visibility to owners or privileged users.
- Associates notes directly with Salesforce objects via ParentId for contextual relevance.
- Specifies note ownership by assigning an OwnerId to manage permissions and accountability.
- Complies with Salesforce API standards ensuring seamless integration and robust performance.
Benefits
- Streamlines note-taking processes within Salesforce environments, saving time and reducing manual entry.
- Enhances data organization by linking notes to appropriate Salesforce records.
- Improves collaboration by controlling note accessibility with privacy settings.
- Increases efficiency with API-driven note creation, supporting automation and workflows.
- Provides secure and permission-based access to notes, preserving data integrity.
Description
Creates a note. See the documentation
Parameters
5 parameters
| Name | Type | Description |
|---|---|---|
| Bodyrequired | string | Body of the note. Limited to 32 KB. |
| IsPrivate | boolean | If true, only the note owner or a user with the “Modify All Data” permission can view the note or query it via the API. |
| OwnerId | string | ID of the user who owns the note. |
| ParentIdrequired | string | ID of the object associated with the note. See the documentation for which objects can be referenced. |
| Titlerequired | string | Title of the note. |
