Salesforce ACTION
Update Note
Update a classic Salesforce note (up to 32 KB of plain text). Use Update Content Note instead for enhanced rich-text notes - the two are different objects. Supplying
Body replaces the note text outright rather than appending to it. 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 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-note",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
noteId: "Note ID",
Body: "Body",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "salesforce_rest_api-update-note",
"configured_props": {
"salesforce_rest_api": { "authProvisionId": "apn_xxxxxxx" },
"noteId": "Note ID",
"Body": "Body"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "salesforce_rest_api",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "salesforce_rest_api-update-note",
arguments: {
noteId: "Note ID",
Body: "Body",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
noteId Note ID | string | The ID of the note to update (Salesforce's 15- or 18-character record ID, e.g. 002XX000001aBcD). Use SOQL Query to find the ID. Required |
Body Body | string | Body of the note. Limited to 32 KB. Optional |
IsPrivate Private | boolean | If true, only the note owner or a user with the "Modify All Data" permission can view the note or query it via the API. Optional |
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 |
ParentId Parent ID | string | ID of the object associated with the note. See the documentation for which objects can be referenced. Optional |
Title Title | string | Title of the note. 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-note
- Version
- 0.1.1
- App
- Salesforce
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗