[AppExchange – 123FormBuilder] Send data to Notes object

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 are needed in order to generate a new Note:

  1. For the Note itself, map the object ContentNote 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.
  2. Add another Primary object mapping for ContentDocumentLink. This object mapping will connect the ContentNote with the object it pertains to. Here you need to map two fields:
    • Linked Entity ID – here you add a Lookup Relationship mapping, selecting the object that the Note should fall under in the Notes related list.
    • Content Document ID – this field is mapped to the ContentNote lookup relationship, as this refers to the Note itself.

Mapping for Content Note:

Mapping for Contend Document Link:

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