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.
bodystringBody/content of the note. Can contain detailed text information.
titleRequiredstringTitle of the note (required field in Salesforce).
owner_idstringID of the user who will own the note. Defaults to the current user if not specified.
parent_idRequiredstringID 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_privatebooleanWhether the note should be private (only visible to owner and users with Modify All Data permission).
custom_fieldsobjectDictionary 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.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
OAuth connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.