SalesforceSalesforce / Attach Note

appKey: salesforce
actionKey: attach-note

Action Inputs

The following parameters are available when configuring this action:
findMethod
Find Method
'filter' | 'select'
parentSObject
Parent Object Type
The type of object the note will be attached to.
string
body
Body
The content of the note.
string | undefined
filter
Search by
string | undefined
filterValue
Search value
string | undefined
isPrivate
Is Private
Whether the note is private or visible to all users in the organization.
boolean | undefined
optionalFields
Optional Fields
Loaded dynamically from a user's salesforce account. Includes both optional and custom fields.
Record<string, string | Array<string> | boolean> | undefined
parentId
Associated to
The Object that the note is associated with (e.g., an Account, Contact, Opportunity, etc.).
string | undefined
title
Title
The title of the note.
string | undefined