Can you report on Notes in Salesforce?

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  • เผยแพร่เมื่อ 9 เม.ย. 2023
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ความคิดเห็น • 14

  • @dustyroads7067
    @dustyroads7067 10 วันที่ผ่านมา

    Very informative. Thank you!

  • @user-pk5lm5oe4s
    @user-pk5lm5oe4s 4 หลายเดือนก่อน +1

    Somewhat related question. Is there a (declarative/straightforward) way to count the number of Notes related to a record ?

  • @user-dw1oi7hn7d
    @user-dw1oi7hn7d 6 หลายเดือนก่อน

    thank you for your videos they are amazing

    • @Rotive
      @Rotive  6 หลายเดือนก่อน

      I appreciate that! Thanks!

  • @fireball0971
    @fireball0971 4 หลายเดือนก่อน

    Thank you very much

    • @Rotive
      @Rotive  3 หลายเดือนก่อน +1

      You are welcome. We appreciate you the comment!

  • @epohlabel
    @epohlabel ปีที่แล้ว

    Is it possible to create a report type or a joined report that also shows the Content? I know there are a couple of jumps for this right? ContentDocumentLInk to ContentDocument maybe?

    • @Rotive
      @Rotive  ปีที่แล้ว

      The report type won't help in this case unfortunately, but I think it's a smart idea. We're just not able to see the "content" itself because it's contained in the referenced file. If you find another way, please let me know. I'd be really interested to see if this could be done.

  • @DoOver2006
    @DoOver2006 6 หลายเดือนก่อน

    Ran into the issue of Notes not appearing in Report unless the Note was shared with me. So, even I could view the Note when looking at the record, I would see the Note in a Report unless it was shared with me. What a pain.

    • @Rotive
      @Rotive  6 หลายเดือนก่อน

      If notes are added to a record you have access to they should be visible by default, but, you're right, "private notes" won't be accessible unless they're shared.

  • @user-lq1et4yu6d
    @user-lq1et4yu6d ปีที่แล้ว

    My org doesn't have the file and content report under the reports. What could be the issue?

    • @Rotive
      @Rotive  ปีที่แล้ว

      You may need to create a custom report type. th-cam.com/video/co8sn-DwV_k/w-d-xo.html

  • @user-df1lk4fk9v
    @user-df1lk4fk9v 7 หลายเดือนก่อน

    Why would it only pull one user's notes if I chose the filter All?

    • @Rotive
      @Rotive  7 หลายเดือนก่อน

      It could be an access issue. Notes are private by default if they're note related to a record.