• Megha Hegde
  • NEWBIE
  • 0 Points
  • Member since 2021

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 2
    Replies
Hi!
I registered with trailhead.
I’m an SDR looking to expand my Salesforce skill set. Let’s pretend I have none. Particularly looking for the basics around reporting, and any other trails that may be beneficial to spend some time with.
My goal is to have a competent understanding of SF to build my sales as I enter a closing role and the relevant tools in SF that will help me gain an advantage.
Thanks in advance!
I'm wondering if this is just a glitch in Salesforce and if anyone has any workaround. I currently have a Trigger on ContentDocumentLink that sends an email to the owner of a custom object record when a File or Note is created and attached to that record. The trigger also attaches file information and the body of the Note if it's a ContentNote being inserted. The trigger handles the logic in differentiating Notes from other file types. The problem is when the user hits the button to create a new Note in classic or in the Console, an empty, untitled, new note record is inserted instantly firing my trigger before the user has time to add content to the body. In Lightning it at least allows the user to fill out the header of the note before saving, but saves before the note body is filled out. Cancelling out of creating the note still leaves the blank note saved and attached to the record. Any help in understanding why the note saves before the user hits the save button would be appreciated.