Create a Note with Salesforce Flow

⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “TH-camSUB15” to save 15%. www.rotive.io/live-flow-training
Stop creating custom fields. Use a screen flow to automatically create a note record instead. In this tutorial, we'll show you how to guide a user through a process and automatically create related notes.
If you want to learn more about Flow, consider taking our live Salesforce Flow Class: go.rotive.io/l/966743/2023-05...
▶️ SUBSCRIBE TO OUR TH-cam CHANNEL: go.rotive.io/youtube
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-...
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/diypardotimpleme...
→ FREE The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/validation-rules...
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/academy
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: go.rotive.io/LI

[@motehrani4992]

love it... already implemented! Thanks Brian!

[@Rotive]

Awesome! Thanks, Mo!

[@eraajkhan]

This is a good one! And thanks for sharing. Having seen this, its like a💡 went on!

[@Rotive]

Awesome! I love to hear that.

[@user-yc8xu9zy4w]

This was very helpful. I followed to the T and was able to create a client notes flow. Thank you!

[@Rotive]

Awesome! Love to hear that. Glad it worked for you.

[@user-uy8gj5en3m]

Amazing content. Thank you!

[@Rotive]

Glad it was helpful!

[@nathanielmartin6631]

Oh snap a other Brian Hays video! And you know pardot too? This channel is my jam!

[@Rotive]

Thanks Nathaniel! Appreciate it!

[@syedmoin134]

Really Awesome!!!

[@Rotive]

Thanks Syed!

[@ConniStock]

@rotive Brian Hays... Curious, if the screen flow would allow the ability to save a few questions to the note file and other more conditional questions or specific customer discovery questions to custom fields for reporting purposes? You always get me thinking! :) As a novice at building flows, I love the clear instructions and understanding in your video. Do you have any tips on how to make the page layout or section holding the notes more creative/colorful?

[@aaronbusch9613]

Hey Brian, Loving the videos, Easy to follow and relatable to multiple diferant objects. Im trying to create a flow that Creates a note related to the Account when the sales team logs a Visit or phone call. Basically to take the separate data from each field and push it together in a note. (we need to track visits call numbers etc but notes made in the past seems to be easier to access day to day while making sales calls. I can trigger the flow based on the various tasks being completed but struggling to create the note with a collection of the right field. Would be great to know how you'd go about it!

[@romimadia6467]

would recordId still be used if putting this note on an opportunity?

[@JovaniGarcia]

thanks for sharing your wealth of knowledge! Can you create a flow perhaps a screen flow that creates one or multiple records for multiple objects?

[@Rotive]

Hey Jovani, check out this video. I hope it helps! th-cam.com/video/gwSwNMnXfOM/w-d-xo.html

[@neatdesign4159]

Thanks, Brian for this wonderful tutorial. unfortunately, the Content note is not available in my org.

[@Rotive]

You may need to enable notes. Check out this help article from Salesforce:
help.salesforce.com/s/articleView?id=sf.notes_admin_setup.htm&type=5

[@PabloGarfunkel]

Thanks Brian. I have a use case I think this could help me with: capturing weekly highs/lows from sales reps, for an executive recurring report.
A challenge I cannot overcome with Note records is the ability to capture long text data (in Ricg Text) and then consolidating, say, 15 such note records every week into a consolidated one that can be exported/printed - preserving the Rich Text Format.
Thoughts?

[@Rotive]

Hey Pablo, I love the use case of getting highs and lows from your team. Unfortunately, this kind of reporting/aggregating is where Notes really fall short. I would consider creating a simple custom object for this purpose. Then you can add a Rich Text Field and get the data out through the API. Dealing with Rich Text is tricky though. It has limitations so I'd recommend thorough testing before rolling it out.

[@rameeshar707]

Hi, I am doing a superbadge of record triggered flow. I don't know what seems to be the problem! but I keep getting the error Challenge Not yet complete... here's what's wrong:
We can't insert account records to validate the 'Privacy Data Removal' flow. Please could you help me out? I am stuck on it since days!

[@SalesforceLearner]

Hi Brian, very intresting usecase.
you have account and in related you have 5 contact, so when user select all the 5 contact with check all, then the note should be created for all that 5 records and attach to individual 5 records. what will be the best approach to that?

[@Rotive]

Good question. You'll need to create a ContentDocumentLink record for each additional contact you want to relate the note to.
If they select the option to apply to all contacts, I would get all Contact Records related to the Account to access their IDs. Then loop through each Contact to assign the ID of the Contact and the ID of the Note to a ContentDocumentLink record variable. On each iteration you'll want to add that ContentDocumentLink record variable to a collection so you can create those records all at once at the end of the Flow.
Make sure you create the Note before you assign values to the ContentDocumentLink record variable so that its ID exists.

[@juniorsalcedo3384]

Hi!
I love this chanel, i tryed to do it in our org, but it says that Parent Id is missing, how can i get that ParentId?
Love you

[@Rotive]

The ParentID is the the ID of the record you want this note to be associated with. Could be an Account ID, Opportunity ID, etc.

[@Wonder777able]

Do yo have a video on how to add the "Notes" section under accounts?

[@Rotive]

You can edit the lighting record page and use the Related List - Single component to add a notes related list wherever you like on the page.

[@ksigma]

Brian can you tell us - how do we build a "flow" to show notes related to a record?

[@Rotive]

You won't need a flow for that. You can add the Notes related list to the page layout. It works just like any other related list. Am I understanding your question correctly?

[@ksigma]

@@Rotive Thank you for reply love your videos, the issue I was having was not able to see the body of the note! Then found out you have to use “text preview” body does not show up…