Apex Code Development You need to sign in to do that
Don't have an account?
Bob 11 Create a flow to share notes with account from any object
Is there a flow or process builder workflow that has the ability to do the following.
When a note is created from any object that is associated to an account, it is automatically shared with that account and can be seen from the account page. I can do this manually using the Add to Records feature. But I am trying to eliminate a users remembering to do this step every time
When a note is created from any object that is associated to an account, it is automatically shared with that account and can be seen from the account page. I can do this manually using the Add to Records feature. But I am trying to eliminate a users remembering to do this step every time
As of today I hope we dont have a option to share the note using flow or process Builder. Please find the below idea logged with salesforce where you can upvote it.
https://ideas.salesforce.com/s/idea/a0B8W00000GdfScUAJ/process-builder-access-to-new-notes-object
I hope this can be achieved using the code.
If this solution helps, Please mark it as best answer.
Thanks,