For getting Notes you can use next query: SELECT Id, Title FROM Note WHERE parentid = :account.Id For Opportunities related to Contact - if you use OpportunityContactRole object for connecting these objects, you can use such query:
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 to get all notes and attachments for particular record?
You may get all notes and attachments for particular record according to id which ur passing. If you satisfy with Hit Kudos if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other benefits.
How do I query the note and attachment Records in 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: In the Lightning world of Content, the object model is quite a bit more complex.
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 use notes in Salesforce?
Enable Notes. From Setup, select Enable Notes on the Notes Settings page.Add the Notes Related List to Page Layouts. ... Let Users Create Notes from the Chatter Publisher, Global Actions Menu, and the Salesforce Mobile App Action Bar. ... Let Users Take Notes in the Salesforce Mobile App. ... Turn Off Feed Tracking for Notes.
Where can I find 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.
Can you take notes in Salesforce?
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.
Who can see notes in Salesforce?
Anyone with read access to the related record can see the note. Create and share the note without choosing any options. The note is visible to the rep and people the rep has explicitly shared it with. Users with View All Data permissions also have access to the note.
How do I export notes from Salesforce?
In Setup, navigate to Data Management | Data Export. Click on either Export Now or Schedule Export button, whichever button is available. Choose file encoding (recommendation is Unicode UTF – 8) Check the box to include Salesforce Files and Document Versions.
How do I edit notes in Salesforce?
Allow users to edit other's Notes in Salesforce ClassicClick the tab of the Object where you created the Notes.Click the name of the record where you created the Notes.Scroll down to the Notes related list.Click the title of the Notes you want to share or be edited by another user.More items...
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 you turn on notes in lightning?
To create notes in Lightning Experience, you must use the Notes....To set up Notes, enable Notes:From Setup (gear icon), enter Notes Settings in the Quick Find box and select Notes Settings.Make sure Enable Notes is selected.Click Save.
Can we write trigger on notes in Salesforce?
Standard Salesforce functionality does not allow any modification to Note and Attachment object. The trigger can also be created/written using Force.com IDE or ANT. Note: We cannot write a trigger on "Attachment" object using the Salesforce.com UI rather we have to use Developer console or VS Code.
Can you report on the Notes object in Salesforce?
It is not possible to report on Notes. There is an Idea, Reporting on Notes & Attachments that requests this feature. You could export the data and report on it outside of Salesforce, build a custom page, query for it via the API from an outside app, etc., but there is no native report functionality available.
How do I add notes to a Salesforce lightning page?
Adding Lightning Notes and Files to the Page LayoutFrom Setup (gear icon), click on Object Manager. ... Click on Page Layouts from the list on the right and select the layout to edit.Select Related Lists from the list and drag Notes and / or Files to the page layout below.More items...•