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Salesforce Tools

Salesforce Search Notes

Search for Salesforce notes using multiple criteria like title, body content, parent record, owner, or creation date. Provide at least one filter criterion — omitting all filters returns a broad, slow, noisy listing.

Write actionRisk level 2 of 5OAuth connection
Use Salesforce Search Notes

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Inputs

  • bodystring
    Search within note body content using full-text search (SOSL). When provided, body search is combined with any additional filters using AND logic.
  • limitinteger
    Maximum number of notes to return. Maximum allowed value is 2000; apply precise filters or paginate when result sets may exceed the limit.
  • titlestring
    Search by note title. Supports partial matches.
  • fieldsstring
    Comma-separated list of Note fields to retrieve. Parent.Name may be null when the parent record is deleted or inaccessible.
  • is_privateboolean
    Filter by private status. True for private notes, False for public notes. Private notes may be silently omitted if the integration user lacks permission — absence of results does not guarantee no notes exist.
  • owner_namestring
    Search by note owner's user name. Supports partial matches.
  • parent_namestring
    Search by parent record name (Account, Contact, Lead, Opportunity, Case, or custom objects). Supports partial matches. Searches across common parent object types to find matching records. Cannot filter by parent record ID or parent object type; use SALESFORCE_RUN_SOQL_QUERY for…
  • created_date_tostring
    Filter notes created on or before this date (YYYY-MM-DD).
  • created_date_fromstring
    Filter notes created on or after this date (YYYY-MM-DD).

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

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No published Skills explicitly reference this Action yet.