View as Markdown
Salesforce icon

Salesforce ACTION

Create Content Note

Create an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use this rather than Create Note on modern orgs; Create Note writes the classic plain-text note object. Use Update Content Note to edit one afterwards. Notes must be enabled in the org first - see Set Up Notes. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Salesforce account once, then configure and run Create Content Note from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesforce_rest_api-create-content-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    Title: "Title",
    Content: "Content",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Content Note inputs
Property Type Description
Title Title string
Title of the content note.
Required
Content Content string
Body content of the note, as plain text. Any markup characters (&, <, >, ", ') are HTML-escaped, then the result is base64-encoded before send.
Required
LinkedEntityId Linked Entity ID string
Optional ID of a record to link this note to (Salesforce's 15- or 18-character record ID, e.g. 001XX000003DHP0 for an Account). Use SOQL Query to find the ID.
Optional
additionalFields Additional Fields object
Other ContentNote/ContentDocumentLink fields as name -> value pairs. Use for OwnerId, IsReadOnly, etc. - use Describe Object on ContentNote to discover other valid field names. ShareType (V=Viewer, C=Collaborator, I=Inferred permission; default I) and Visibility (AllUsers, InternalUsers, SharedUsers) only take effect when LinkedEntityId is also set - they're ignored otherwise. Example: {"OwnerId": "005xxx", "ShareType": "V", "Visibility": "AllUsers"}.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
salesforce_rest_api-create-content-note
Version
1.0.1
App
Salesforce
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes