Create Content Note with Salesforce API

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Create Content Note with the Salesforce API

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Getting Started#

Create a workflow to Create Content Note with the Salesforce API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Content Note action
1. Connect your Salesforce account
2. Configure docsInfo
3. Select a Owner ID
4. Configure Title
5. Configure Content
6. Optional- Configure Read Only
7. Optional- Configure Linked Entity ID
8. Optional- Select a Share Type
9. Optional- Select a Visibility
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Content Note with Salesforce API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Salesforce

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Typeform + Salesforce

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Jotform + Salesforce

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Create Content Note with Salesforce API on New Scheduled Tasks from Pipedream API

Pipedream + Salesforce

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Create Content Note with Salesforce API on New Download Counts from npm API

npm + Salesforce

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Content Note on Salesforce

Description:Creates a content note. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).

Version:0.0.1

Key:salesforce_rest_api-create-content-note

View on GitHub

Code#

/* eslint-disable no-unused-vars */
import common, { getProps } from "../common/base-create-update.mjs";
import contentNote from "../../common/sobjects/content-note.mjs";
import contentDocumentLink from "../../common/sobjects/content-document-link.mjs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm";

const {
  useAdvancedProps: contentNoteUseAdvancedProps,
  ...contentNoteProps
} = getProps({
  objType: contentNote,
  docsLink,
});

const {
  useAdvancedProps: contentDocumentLinkUseAdvancedProps,
  ...contentDocumentLinkProps
} = getProps({
  objType: contentDocumentLink,
  docsLink,
  showDocsInfo: false,
});

export default {
  ...common,
  key: "salesforce_rest_api-create-content-note",
  name: "Create Content Note",
  description: `Creates a content note. [See the documentation](${docsLink}) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).`,
  version: "0.0.1",
  type: "action",
  props: {
    ...contentNoteProps,
    ...contentDocumentLinkProps,
  },
  methods: {
    ...common.methods,
    escapeHtml4(unsafe) {
      return unsafe
        .replace(/&/g, "&amp;")
        .replace(/</g, "&lt;")
        .replace(/>/g, "&gt;")
        .replace(/"/g, "&quot;")
        .replace(/'/g, "&#039;");
    },
  },
  async run({ $ }) {
    const {
      salesforce,
      escapeHtml4,
      Title,
      Content,
      OwnerId,
      LinkedEntityId,
      ShareType,
      Visibility,
    } = this;

    const contentNoteResponse = await salesforce.createRecord("ContentNote", {
      $,
      data: {
        Title,
        Content: Buffer.from(escapeHtml4(Content)).toString("base64"),
        OwnerId: OwnerId,
      },
    });

    if (!LinkedEntityId) {
      $.export("$summary", `Successfully created content note with ID \`${contentNoteResponse.id}\`.`);
      return {
        contentNote: contentNoteResponse,
      };
    }

    const contentDocumentLinkResponse = await salesforce.createRecord("ContentDocumentLink", {
      $,
      data: {
        ContentDocumentId: contentNoteResponse.id,
        LinkedEntityId,
        ShareType,
        Visibility,
      },
    });

    $.export("$summary", `Successfully created content note with ID \`${contentNoteResponse.id}\` and document link with ID \`${contentDocumentLinkResponse.id}\`.`);
    return {
      contentNote: contentNoteResponse,
      contentDocumentLink: contentDocumentLinkResponse,
    };
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Owner ID	`OwnerId`	`string`	Select a value from the drop down menu.
Title	`Title`	`string`	Title of the note.
Content	`Content`	`string`	The content or body of the note, which can include properly formatted HTML or plain text.
Read Only	`IsReadOnly`	`boolean`	Indicates whether the note is read only.
Linked Entity ID	`LinkedEntityId`	`string`	ID of the linked object. Can include Chatter users, groups, records (any that support Chatter feed tracking including custom objects), and Salesforce CRM Content libraries.
Share Type	`ShareType`	`string`	Select a value from the drop down menu:`{ "label": "Viewer Permission", "value": "V" }{ "label": "Collaborator Permission", "value": "C" }{ "label": "Inferred Permission", "value": "I" }`
Visibility	`Visibility`	`string`	Select a value from the drop down menu:`{ "label": "All Users", "value": "AllUsers" }{ "label": "Internal Users", "value": "InternalUsers" }{ "label": "Shared Users", "value": "SharedUsers" }`

Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account: