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Create Note

Description#

This activity creates a new note in salesforce and links it to a record.

Properties#

Input#

  • Body - Body of the note.
  • Record Id - Id of the record to link.
  • Title - Title for the note.

Misc#

  • DisplayName – The display name of the activity.
  • Private – If selected, the values of variables and arguments supplied will never be logged.

Optional#

  • Continue On Error – Specifies if the automation should continue even when the activity throws an error. This field only supports Boolean values (True, False). The default value is False.

    Note: If this activity is included in Try Catch and the value of this property is True, no error is caught when the project is executed

  • Is Private - 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.

Output#

  • Note Id - Id of the attachment created.