I will only be able to show the Note title, not the body of the Note. That's ok. But only my own, or I guess whoever's looking at the report. We want at least one person to look at the Notes for his team. I made a report and whatever showed up didn't look like Notes titles. I only want Notes, not files. Am I able to do this.
#Salesforce Admin #Salesforce #Reports & Dashboards
7 respostas
@Patricia Boyce The related record cannot be viewed in the report. A custom lwc can be built that will use apex to fetch the notes and its related records. using below soql. Here is the idea
Get Notes
SELECT Id, title, TextPreview FROM ContentNote
Get Related Object Id
SELECT LinkedEntityId FROM ContentDocumentLink WHERE ContentDocumentId='<Id of the ContentNote Record>'
