Aident Loadout を通じて Salesforce Tools の Salesforce Create Note を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
title必須stringTitle 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_id必須stringID 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.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。