Finally, delete the Task that started the whole thing – it’s not needed anymore. Next, fork the flow based on whether the task has a WhoID or a WhatID (since they are coming from Notes, it will always be one or the other.) Then the flow creates a Content Document Link record based on the WhoID or WhatID, the ID of the Content Note you just created, and the sharing and visibility choices that are right for you. Launch the flow with a process that checks for an added Task. Write a flow to create a Content Note based on Task fields: Subject à Title and Description à Content. Here’s a nutshell version of what we’re going to do, and then I’ll walk through a step-by-step: Let’s get out all the tools we will need: I saw Content Notes and Contend Document Links as options in Flow, and I thought “there must be a way…” There is. I thought of Flow, which I can use to create records. I did the recommended “create a zillion little files” path once (using Unix to split up an excel sheet) but wondered, “Is there a way to hack use Salesforce to do this for me?” I am used to using data loader to create records from a single CSV file. But once you have all those tiny files in a folder on your computer, there are still so many steps to go through just to get those pesky notes in place! If you like Unix, there’s a relatively simple code to split one file into many. There are some VBA code options to split an excel file into many if that’s your thing. Right? So just copy and paste each little note into its own file, click Save As … Wait a minute. One file with all 10,000 records listed one record per row. So, if you have 10,000 notes from an old system or a database you are trying to migrate into your Salesforce instance, you probably have those notes in a csv or excel file. html file on your local hard drive that contains the body (Content) of the note itself.” But before you get too relaxed, take a look at this line: “Each note that you wish to insert should have a corresponding. Salesforce has a guide! Now, this guide is correct and it works. How do I get my old notes to be fancy new Salesforce Content Notes? But keep reading this article so that you can help someone else out of the following predicament: You may be saying, Great! I love adding bullet points to my notes! And if you are working in a brand-new instance of Salesforce (with or without the Nonprofit Success Pack), you’re all set. Read more about (new) Notes and Files here. The biggest difference is enhanced sharing for both, and rich text for notes. Content Notes and Files will replace these features, and both have major advantages over the “old” notes and attachments. To the front of the property there is a driveway providing off street parking for two vehicles and side access to the rear garden, which is south facing with a raised decking area with steps and a slide leading down to the lawned area with a further patio area at the rear and a shed.Have you heard? The Notes & Attachments related list is on the way out. The first floor landing has a glass balustrade, there is a spacious main bedroom and two further good size bedrooms and a modern bathroom/w.c. The kitchen/diner offers granite worksurfaces, induction hob, double oven, fridge/freezer and dishwasher as well as a breakfast bar and double doors leading outside onto the raised decking area. There is a spacious and bright living room with double doors that lead to the impressive kitchen/diner which is also accessed off the hallway. You enter the property via an impressive reception hall, which is currently used as a snug, but can be a playroom or home office and there is a utility cupboard and a modern ground floor cloakroom. The property has been refurbished by the current vendor over recent years and offers well presented, modern and versatile accommodation. There is good access to the M25/A12 motorway intersection and Weald Country Park. St Thomas and St Helens Primary Schools, along with Becket Keys Senior School are located within 0.9 miles, alternatively Ursuline Convent High School for Girls is located within 0.5 miles. Brentwood Mainline Railway Station on the Elizabeth Line, with its links to London Liverpool Street and London Paddington, is located within 0.4 miles. Located in a sought after road in Central Brentwood, being conveniently within easy reach of Brentwood High Street with its array of shops, bars and restaurants.
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