Create a Note with Salesforce Flow

Stop creating custom fields. Use a screen flow to automatically create a note record instead. In this tutorial, we'll show you how to guide a user through a process and automatically create related notes.

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Rotive is an official Salesforce Partner that helps small businesses automate their processes.

[SonjaHolt-jj]

This was very helpful. I followed to the T and was able to create a client notes flow. Thank you!

[ConniStock]

@rotive Brian Hays... Curious, if the screen flow would allow the ability to save a few questions to the note file and other more conditional questions or specific customer discovery questions to custom fields for reporting purposes? You always get me thinking! :) As a novice at building flows, I love the clear instructions and understanding in your video. Do you have any tips on how to make the page layout or section holding the notes more creative/colorful?

[eraajkhan]

This is a good one! And thanks for sharing. Having seen this, its like a💡 went on!

[nathanielmartin]

Oh snap a other Brian Hays video! And you know pardot too? This channel is my jam!

[neatdesign]

Thanks, Brian for this wonderful tutorial. unfortunately, the Content note is not available in my org.

[motehrani]

love it... already implemented! Thanks Brian!

[PabloGarfunkel]

Thanks Brian. I have a use case I think this could help me with: capturing weekly highs/lows from sales reps, for an executive recurring report.
A challenge I cannot overcome with Note records is the ability to capture long text data (in Ricg Text) and then consolidating, say, 15 such note records every week into a consolidated one that can be exported/printed - preserving the Rich Text Format.

Thoughts?

[aaronbusch]

Hey Brian, Loving the videos, Easy to follow and relatable to multiple diferant objects. Im trying to create a flow that Creates a note related to the Account when the sales team logs a Visit or phone call. Basically to take the separate data from each field and push it together in a note. (we need to track visits call numbers etc but notes made in the past seems to be easier to access day to day while making sales calls. I can trigger the flow based on the various tasks being completed but struggling to create the note with a collection of the right field. Would be great to know how you'd go about it!

[romimadia]

would recordId still be used if putting this note on an opportunity?

[rameeshar]

Hi, I am doing a superbadge of record triggered flow. I don't know what seems to be the problem! but I keep getting the error Challenge Not yet complete... here's what's wrong:
We can't insert account records to validate the 'Privacy Data Removal' flow. Please could you help me out? I am stuck on it since days!

[JovaniGarcia]

thanks for sharing your wealth of knowledge! Can you create a flow perhaps a screen flow that creates one or multiple records for multiple objects?

[SalesforceLearner]

Hi Brian, very intresting usecase.
you have account and in related you have 5 contact, so when user select all the 5 contact with check all, then the note should be created for all that 5 records and attach to individual 5 records. what will be the best approach to that?

[juniorsalcedo]

Hi!
I love this chanel, i tryed to do it in our org, but it says that Parent Id is missing, how can i get that ParentId?

Love you

[ksigma]

Brian can you tell us - how do we build a "flow" to show notes related to a record?

[Wonderable]

Do yo have a video on how to add the "Notes" section under accounts?