I see from this idea exchange item that you can send an email alert when I
#Sales Cloud #Service Cloud #Trailhead #Automation #New Releases new note is created a record, but the link is broken. Does anyone know how to accomplish sending email alerts when someone adds a new note?
Hi Bob,
If you're referring to Enhanced Notes, you can automate this using the ContentNote and ContentDocumentLink objects.
One approach is to use a record-triggered Flow on ContentDocumentLink to detect when a note is linked to the record, then send an email notification to the appropriate users.
Keep in mind that ContentDocumentLink is used for linking the Note to records, so you'll need to determine the linked record and recipients before sending the notification.
If you share which record you want to notify users about (Account, Contact, Opportunity, etc.) and whether you're using Enhanced Notes, I can suggest the exact Flow configuration.
