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AppsSalesforce ToolsSalesforce Create Note
Salesforce Tools

Salesforce Create Note

Creates a new note attached to a Salesforce record with the specified title and content. Does not deduplicate — identical calls create duplicate notes. High-volume creation can trigger REQUEST_LIMIT_EXCEEDED; apply exponential backoff on retries.

Write actionRisk level 2 of 5OAuth connection
Use Salesforce Create Note

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Inputs

  • bodystring
    Body/content of the note. Can contain detailed text information.
  • titlestring
    Required
    Title of the note (required field in Salesforce).
  • owner_idstring
    ID of the user who will own the note. Defaults to the current user if not specified.
  • parent_idstring
    Required
    ID of the record to attach the note to (required field in Salesforce). Can be any record that supports notes like Account, Contact, Lead, Opportunity, etc.
  • is_privateboolean
    Whether the note should be private (only visible to owner and users with Modify All Data permission).
  • custom_fieldsobject
    Dictionary of custom field API names and their values. Custom field names typically end with '__c' (e.g., 'Priority__c', 'Category__c'). Use this to set any custom fields defined on the Note object in your Salesforce org.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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