Transfer Notes & Attachments to another object in Salesforce

It would be nice to be able to transfer notes & attachments from one object to another. Currently, through the Apex DataLoader and API and UI, it is not possible to modify/change the “Related To” or ParentID field.

For example, if you have a household account and you store notes/attachments related to the husband and also for the wife, and the couple divorce, there is no easy way to seperate and transfer those records to another object. This is what you would have to do:

1) Create a new note and copy & paste the text from the old object to the new object

Disadvantage: You lose the Created By and timestamp tracking.

2) Download the Attachment to your local hard drive and create a new Attachment and upload the document.

Disadvantage: Wasted time to download/upload attachment. You lose the Created By and timestamp tracking. It is possible to do almost everything else through the API but this. So, this would be a great addition for the next release!

--

--

--

Tech enthusiastic, life explorer, single, motivator, blogger, writer, software engineer

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

Props Goes the Weasel

ReactJS (PWA)— Share URL Images with Web Share API

Understanding Rendering Process with Virtual DOM In Vue.js

Destructuring with JavaScript ES6

Announcing Parse Server 4.4

Your Guide To State In React - A UI Example

Updating Meteor Packages for HMR

Node.js — Working with Web Servers and Web Frameworks

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
TechGuy

TechGuy

Tech enthusiastic, life explorer, single, motivator, blogger, writer, software engineer

More from Medium

Salesforce | The new Top Chef

So you still want to Salesforce volunteer at a nonprofit?

No Code Salesforce and Yesware Integration

Build Your Salesforce Journey (and your Career) Using Trailhead