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SINDHUCHALLABOTLASINDHUCHALLABOTLA 

Default Notes Sharing Settings !!!

Hello everyone,

Is there a possibility to make 'set by record' as default in notes sharing settings?
If so, please let me know the solution, it would be very helpful.

Thank You,
Sindhu
Best Answer chosen by SINDHUCHALLABOTLA
Lokesh KumarLokesh Kumar
This feature does not exist today in Salesforce Here is the IDEA you can upvote.
https://success.salesforce.com/ideaView?id=08730000000kyz2AAA

For the time being, you can implement a trigger to control the default Sharing Settings on Files or Notes. At least, that is what we are doing to set the sharing to "Set by Record" default on each new file.

https://salesforce.stackexchange.com/questions/157139/how-to-share-a-contentdocumentlink-using-set-by-record?utm_medium=organic&utm_source=google_rich_qa&utm_campaign=google_rich_qa
 
trigger ContentDocumentLink_AutoShare_Integrated on ContentDocumentLink (before insert) {       for(ContentDocumentLink cdl: Trigger.new){         cdl.shareType = 'I';     }     }

All Answers

Lokesh KumarLokesh Kumar
This feature does not exist today in Salesforce Here is the IDEA you can upvote.
https://success.salesforce.com/ideaView?id=08730000000kyz2AAA

For the time being, you can implement a trigger to control the default Sharing Settings on Files or Notes. At least, that is what we are doing to set the sharing to "Set by Record" default on each new file.

https://salesforce.stackexchange.com/questions/157139/how-to-share-a-contentdocumentlink-using-set-by-record?utm_medium=organic&utm_source=google_rich_qa&utm_campaign=google_rich_qa
 
trigger ContentDocumentLink_AutoShare_Integrated on ContentDocumentLink (before insert) {       for(ContentDocumentLink cdl: Trigger.new){         cdl.shareType = 'I';     }     }
This was selected as the best answer
SINDHUCHALLABOTLASINDHUCHALLABOTLA
Thankyou Lokesh.It worked.