{"id":43602,"date":"2022-05-30T08:30:36","date_gmt":"2022-05-30T08:30:36","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=43602"},"modified":"2022-09-20T07:55:31","modified_gmt":"2022-09-20T07:55:31","slug":"appexchange-123formbuilder-send-data-to-notes-object","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-send-data-to-notes-object\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] Send data to Notes object"},"content":{"rendered":"\n<p>In Salesforce, there is on one side the older Notes and Attachments related list and on the other the split version of this, Notes related list and Files related list.<\/p>\n\n\n\n<p>In order to send to the Notes related list specifically, enhanced notes related list has to be activated in the org:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/staticresources123.s3.us-west-2.amazonaws.com\/docs\/sfNotesObject.png\" alt=\"\" width=\"841\" height=\"524\"\/><\/figure>\n\n\n\n<p>Two Primary object mappings are needed in order to generate a new Note:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>For the Note itself, map the object <strong>ContentNote <\/strong>as a Primary object, with the fields for Title and Content mapped with fields on the form. For Content specifically, you can use Custom value as Data Source and add one or multiple form fields.<\/li><li>Add another Primary object mapping for <strong>ContentDocumentLink<\/strong>. This object mapping will connect the ContentNote with the object it pertains to. Here you need to map two fields:<ul><li>Linked Entity ID &#8211; here you add a Lookup Relationship mapping, selecting the object that the Note should fall under in the Notes related list.<\/li><li>Content Document ID &#8211; this field is mapped to the ContentNote lookup relationship, as this refers to the Note itself.<\/li><\/ul><\/li><\/ol>\n\n\n\n<p>Mapping for Content Note:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_20.png\"><img loading=\"lazy\" decoding=\"async\" width=\"948\" height=\"435\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_20.png\" alt=\"\" class=\"wp-image-43604\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_20.png 948w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_20-300x138.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_20-768x352.png 768w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><\/a><\/figure>\n\n\n\n<p>Mapping for Contend Document Link:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_58.png\"><img loading=\"lazy\" decoding=\"async\" width=\"931\" height=\"342\" src=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_58.png\" alt=\"\" class=\"wp-image-43605\" srcset=\"https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_58.png 931w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_58-300x110.png 300w, https:\/\/cdn.marketing123.123formbuilder.com\/wp-content\/uploads\/sites\/3\/2022\/05\/2022-05-30_58-768x282.png 768w\" sizes=\"auto, (max-width: 931px) 100vw, 931px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Salesforce, there is on one side the older Notes and Attachments related list and on the other the split version of this, Notes related list and Files related list. In order to send to the Notes related list specifically, enhanced notes related list has to be activated in the org: Two Primary object mappings [&hellip;]<\/p>\n","protected":false},"author":67,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[145],"class_list":["post-43602","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange","tag-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Send data to Notes object on Salesforce | 123FormBuilder Help<\/title>\n<meta name=\"description\" content=\"This article teaches you how to send data from your 123FormBuilder form to the Notes enhanced list in Salesforce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-send-data-to-notes-object\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[AppExchange \u2013 123FormBuilder] Send data to Notes object\" \/>\n<meta property=\"og:description\" content=\"This article teaches you how to send data from your 123FormBuilder form to the Notes enhanced list in Salesforce.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/appexchange-123formbuilder-send-data-to-notes-object\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2022-05-30T08:30:36+00:00\" \/>\n<meta property=\"article:modified_time\" 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