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Derek Roberti
can not link Notes to contact
Using the API I can easily create a Contact and a Note related to the contact. I am able to see the contact along with all of the details i created for it. I can also see the Note if I search for the Note based on its ID. It shows its linked to the contact correctly. However, if I click on the Parent/Related contact name in the Note view, It takes me to the Contact I created. But the note does not show in the contact details view. Also, if I look for all of the notes, I can not see any that have been created by the API. Am I missing an extra function or
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Where you are checking in the UI. Is it Notes & Attachement or Notes relatedlist?
We have two related list Derek, Notes created via API or ContentNote using Apex displaying under Notes Rleated List in parent record.
For Testing Purpose i have created the Notes using Rest API Post in Workbench:
ContentNote:
Pass the encoded content.
Content Document Link:
https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale
Content Note Using Apex : https://sfdcpanther.com/how-to-insert-contentnote-using-apex-in-salesforce/
Thanks,
Maharajan.C