To add and configure a Record Lookup element: From Setup, click Create | Workflow & Approvals | Flows and open a new or existing flow. From the Palette, drag the Record Lookup element onto the canvas.
Full Answer
How do I add notes to Salesforce lightning?
From Setup, select Enable Notes on the Notes Settings page. Using the page layout editor, add the Notes related list to page layouts for all objects where you want users to take notes. Add the New Note action to publisher layouts.
How do I create a text file in Salesforce?
You'll have to create a document record or an attachment record that will store your text data. Something like: Document d = new Document(); d.Name = 'my text file'; String myContent = 'aabbcc'; d. Body = Blob.
How do I enable content notes in Salesforce?
From Setup, enter Notes Settings in the Quick Find box, then select Notes Settings.Make sure Enable Notes is selected.Click Save.
How do I make notes visible in Salesforce?
Open a note in the Notes related list, click Note Sharing Settings, then Sharing Settings. Click Make Private and Make Private again.Open a note in the Notes & Attachments related list, select Private, and save your change.
How do I add a contents document in Salesforce?
Prepare a CSV and perform an Insert to the ContentVersion object.Open and Configure Data Loader to use a 'Batch Size' of 1.Select Insert and select Show all Salesforce objects.Select ContentVersion.Browse to your CSV file.Click Create or Edit a Map then select Auto-Match fields to columns.Click OK | Next | Finish.
How do you create a file in Salesforce?
To create a file on salesforce , create an object of type Content Version....PROCEDUREThe title is the title of a document.The PathOnClient is a name with which file will appear in salesforce.VersionData is the content of a file.
Where do I put notes in Salesforce?
0:532:11Adding Notes to Salesforce Layout when the Button Has Gone MissingYouTubeStart of suggested clipEnd of suggested clipSo you just come in here and you type in notes you go to note settings i've already done it hereMoreSo you just come in here and you type in notes you go to note settings i've already done it here because uh i figured it out but you have to enable notes. Okay once you do that you hit save.
How do I add notes to notes and attachments in Salesforce lightning?
Go to the UI for my new item, sufficiently sure, no notes and connections related rundown.Go to your page design, track down the connected records. In there you will track down the connected rundown for "Notes and Attachments".Drag that onto the connected rundown part of the page format.You're good to go.
Where do you store notes in Salesforce?
Manage Notes from the Notes Home Page The Notes home page is the place where users can see and manage all of their notes, whether they're related to records or not.
How do I add notes to a lead in Salesforce?
Click any one of your lead, then click Edit Layout button in the page, then click Releated list in the page and then drag the Notes and Attachments to your page, then save and close your page.
How do notes work in Salesforce?
Stay organized and on top of all your deals by adding notes to accounts, contacts, leads, opportunities, and more. With Notes, Salesforce's enhanced note-taking tool, you can use rich text, lists, and images in your notes; relate notes to multiple records; and create notes in Lightning Experience.
How do I add notes to a page layout in Salesforce?
To enable this feature: In Salesforce, navigate to Setup > Notes Settings > Enable Notes. Select the Enable Notes check box. Add the Notes related list to the appropriate page layouts.