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Salesforce ACTION

Update Content Note

Update an enhanced Salesforce content note (rich text, stored in Salesforce Files). Use Update Note instead for classic plain-text notes - the two are different objects. Supplying Content replaces the note body outright rather than appending to it. 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 Update 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-update-content-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    contentNoteId: "Content Note ID",
    OwnerId: "Owner ID",
  },
})

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.

Update Content Note inputs
Property Type Description
contentNoteId Content Note ID string
The ID of the ContentNote to update (Salesforce's 15- or 18-character record ID, e.g. 069XX0000004Grr). Use SOQL Query to find the ID.
Required
OwnerId Owner ID string
ID of the user who owns the note (Salesforce's 15- or 18-character record ID, e.g. 005XX000001SvR2). Use SOQL Query to find the User ID.
Optional
Title Title string
Title of the note.
Optional
Content Content string
The content or body of the note, which can include properly formatted HTML or plain text.
Optional
IsReadOnly Read Only boolean
Indicates whether the note is read only.
Optional
additionalFields Additional Fields object
Other fields to set for this record as name -> value pairs. Values are parsed as JSON where applicable. Example: {"Industry": "Technology", "AnnualRevenue": 1000000}. Use Describe Object to discover valid field names.
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-update-content-note
Version
1.0.1
App
Salesforce
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes