You can query them simply: List<Note> notes = [SELECT Id FROM Note WHERE ParentId = :myRecord]; List<Attachment> attachments = [SELECT Id FROM Attachment WHERE ParentId = :myRecord]; In the Lightning world of Content, the object model is quite a bit more complex.
Full Answer
How to execute a query on Salesforce object attachment for the ID?
Execute a Query on Salesforce Object "Attachment" for the ID in Step 1 *String q = "Select Name, Body, ContentType from Attachment where ParentId = '" + pid + "'"; QueryResult qr = connection.query (q); SObject [] sarr = qr.getRecords ();* SObject so = sarr ; Typecast Salesforce Generic Object (SObject) to "Attachment" object
How to query the notesandattachments object?
You cannot query the NotesAndAttachments object directly - this is a combination of the Notes and the Attachments object. You can only query down to 1 level on parent-to-child relationships. You can have a sub-query to Contacts, but you cannot have a sub-query to notes or attachments on contacts.
What are the different types of notes in Salesforce?
Salesforce has two sorts of notes and attachments. There's the Classic type, represented by the Note and Attachment sObjects, and the Lightning type, represented by the Content suite of objects - ContentDocument, ContentVersion, ContentDocumentLink, and ContentNote. These two types are accessed in quite different ways.
Does Salesforce have too many kinds of documents?
Currently, SF has too many different kind of "documents" like files, notes, attachments etc. from my point of view. Show activity on this post. Salesforce has two sorts of notes and attachments.
How do you query notes and attachments in Salesforce lightning?
The classic Note and Attachment records have a single polymorphic lookup to the record to which they're attached. You can query them simply: List
Can we query notes and attachments in Salesforce?
You cannot query the NotesAndAttachments object directly - this is a combination of the Notes and the Attachments object. You can only query down to 1 level on parent-to-child relationships. You can have a sub-query to Contacts, but you cannot have a sub-query to notes or attachments on contacts.
How do I give access to notes and attachments in Salesforce?
Here are the steps to enable Notes and Attachments for Site Users:From setup, enter Digital Experiences in the Quick Find box, then select Settings.Select Let customer users access notes and attachments.Click Save.
How do I find the attachment object in Salesforce?
To see all attachments on a record, ensure that the Notes & Attachments related list is added to each of your page layouts. To do this, click on Setup, open the Object Manager and select the Object you'll be using.
Can you query attachments Salesforce?
This is because attachments are stored as Binary data and Binary fields cannot be selected in join queries in Salesforce. In other words, you cannot retrieve the body of an attachment if you choose any related parent/child objects in the operation.
How do I view attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
How do I view notes in Salesforce?
Only notes taken with Notes appear on the Notes tab. To create standalone notes or manage all your notes, use the Notes tab (available in Lightning Experience and the Salesforce mobile app). Read old notes that were taken with the old note-taking tool from the Notes & Attachments related list on records.
What is notes and attachments in Salesforce?
In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.
How do I view attachments in Salesforce lightning?
Open the Account in Salesforce Classic and you will see the Attachment record which was created in Step 2. Switch over to Lightning Experience and navigate to the Account. The attachment does not appear under the 'Notes & Attachment' related list.
Where are Salesforce attachments stored?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
What is difference between attachments and files in Salesforce?
Files need to upload, store, find, follow, share, and collaborate on Salesforce files in the cloud. Attach files to records from the Attachments related list on selected detail pages. We can upload a file and store it privately until you're ready to share it. We can share the files with groups, users, etc.
How do you get the attachment body in Apex?
You have to use att. body. toString() to get the content of the attachment. This only works if the blob is actually contains only text and not binary data.
What is content note?
Content Notes are the new-style "Enhanced Notes". They're built on the Content architecture under the hood, and have rich-text bodies. Content Documents (with associated Content Versions) represent the new Lightning Files.
Why doesn't Data Loader work?
Data loader does not work because you cannot use nested SOQL queries, and the workbench doesn 't work because I cannot create a bulk load .csv file with the nested query. I cannot create a report in the UI either, as file and content reports don't seem to include the parent object details.
Can SOQL query all content notes?
A SOQL query must filter on one of Id, ContentDocumentId, or LinkedEntityId. So, to be short, you can't query all ContentNote or ContentDocument records attached to some specific type of object easily.
What is Salesforce file?
Salesforce Files allow you to “put documents, videos, or presentations at the center of sales, service, and marketing. Accessible from anywhere, files are always current to increase productivity and the reuse of valuable assets.” ( Salesforce Files Overview)
Can you move notes and attachments in Salesforce?
If you’re wondering about existing files in the Notes and Attachments list, don’t worry; they will remain intact. You can’t move them, but if they’re Salesforce Files (not attachments) you can add them to the Files related list on the same record.
Does Salesforce automatically use files?
Salesforce has a setting that once it’s enabled, it automatically enforces the use of Files — even when dropping them into notes and attachments. For clients not quite ready to make the change to their page layouts and make the true crossover to Salesforce Lightning Experience (LEX), this would be a good first step in that direction. ...
What Are Salesforce Files?
Files were brought in as a powerful way to manage documents in Salesforce. Other options (such as attachments and documents) were not as flexible and needed to evolve with the times.
What Are the Differences Between Files and Attachments in Salesforce?
Files are more versatile and provide better functionality than attachments. Most of the innovation and enhancements around content management are being applied to Files. Here are some of the benefits:
How Do I View Files in Salesforce?
Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is the way forward for attaching files to records and groups. If you don’t see the Files related list on a record, just add it to the page layout for that record type. In Lightning Experience the Files related list will display attachments too.
Summary
It’s well worth exploring Salesforce Files to see how it could streamline the way you share and collaborate on files. Don’t get stuck in the past; Files are the future, and the future is here.
