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Note Association through API - Note creation Trigger

SVenkatesan
Contributor

Everytime note is created in Custom Object, Is it possible to associate note with Custom Object associated company through API or workflows.

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1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Hey @SVenkatesan you should be ablet to achieve this through the associations api. Unfortunately right now there's no way to programatically set associations based on notes through workflows. So it will take a bit of custom work to achieve! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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4 Replies 4
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Hey @SVenkatesan you should be ablet to achieve this through the associations api. Unfortunately right now there's no way to programatically set associations based on notes through workflows. So it will take a bit of custom work to achieve! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


SVenkatesan
Contributor

I have understand that , I need to use association api to assocaite notes to a company
but is there any way to detect note creation in custom object, 
Even if we build custom solution. we cannot read all the custom object record everytime and all its notes and associated with company right?

0 Upvotes
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Ah! Apologies for the misunderstanding @SVenkatesan just to confirm, are you looking for a note that's logged on a custom object record to be automatically associated with another record depending on your definitions? 

This should be doable through the associations api, your definitions though might need to be defined prior to the data you send. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


0 Upvotes
SVenkatesan
Contributor

Yes , im looking for the same

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