#Notes & Attachments6 personnes en discutent

My nonprofit has Enhanced Notes enabled in NPSP, but we haven't been using it yet. We are exploring using it to capture briefs from our fundraisers after conversations with major donors and prospects.  

Is anyone using the Enhanced Notes feature, and what has your experience been like? Do you have a different solution for capturing major donor and major donor prospect notes in Salesforce?  

We recognize there is no native reporting solution for Notes, and we are looking at the Enhanced Notes Reports App. Has this been effective for any nonprofit fundraisers? 

Thanks for your input! 

Hi, this query works in SOQL but I am hoping to do create a report type.  I am not having much luck.  Any idea if I can create a report type to handle these objects? 

SELECT 

LinkedEntity.Name, 

ContentDocument.Title, 

ContentDocument.LatestPublishedVersion.TextPreview 

FROM ContentDocumentLink 

WHERE LinkedEntity.Type = 'Contact'  

These report types show no data: "File and Content Report" and "Content Report" 

Thanks, Aron! 

#Reporting  #SOQL  #Notes & Attachments

Hi, I am trying to mass upload a note on accounts. It is the same note but for over 1000 account records. Is there a way to do it through dataloader? I've attempted multiple ways but it doesn't seem to be the write object. It is the 'notes' and not 'notes & attachments' 

#Dataloader  #Notes & Attachments

Hi there, 

One of the customers of us have a requirement as per below:

- Ability to record notes with type of notes for e.g. type as Candidate call, Client meeting etc.

- Tag other users in notes. Other users receive an email notification of the tag including hyperlinks back to the record from which the note originated. 

- Link a note across related records (contact, job or other)

- Set a task, while completing a note

- Report on notes, via subject pick list (e.g. Candidate call)

#Notes & Attachments

#Notes Object #Notes & Attachments

In Lightning, I want a note created by user 1 (internal user) on a record to be automatically visible  to user 2 (internal users) &  user 3 (external user) who has same level of record access as user 1.  How is this achievable ?   Note: I don't want to use Share button on note creation to share this note with another user. 

My organization is starting to make a transition from Classic to Lightning experience. Previously, we would attach files to our events for further context on the event. However, in Lightning, I cannot figure out any option to attach something to an event. Can someone help explain how I can solve this? #LightningExperience #Notes & Attachments  #Activities Object

Hi Community,

Is there way to find out if there are any unconverted notes & attachments to files. So that we can manually convert them into files using tool like Magic mover? #Notes & Attachments

I see that we can individually share notes with someone, but I'd like to mass share notes that are for a particular team. Is that possible?

Example: Red team has 3 opportunities that have notes on them from specific red team SF users. I want to ensure that anyone that is a Red team user can see notes on all three opportunities, regardless of the Red team owner. #Data Management

Has anyone found a way to create email alerts on attachments? 

My team would like to receive an email alert or notification of some kind when there is an attachment added to an opportunity. 

I haven't been able to find a good solution for them other than to create a custom field that would need to be manually changed in some way (checked, date selected etc) which would then trigger a workflow email alert...

#Notes & Attachments #Email Alerts #Notifications #Email Notifications #Push Notifications #Sales Cloud

We are trying to get our users in the habit of using the notes object. Is it possible to make notes required on the lead object? Would probably have to be status based so that we could still create "new" leads without a note, and could also be useful if they were not able to convert without a note.

Any advice would be helpful! Thanks!

#Leads  #Notes & Attachments  #Sales Cloud