Transfer Notes & Attachments to another object - Ideas - Salesforce Trailblazer Community
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Partial Delivery in Winter '16
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Transfer Notes & Attachments to another object

Chatter & Files

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!

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Latest Comment from Salesforce

  • IdeaExchange Moderator - 5 years ago

    Quick update on the "Attachments" portion of this Idea:
    The product team understands the need and demand for files to be unified, which is one of the primary reasons we are investing in a unified and consolidated files API. We are working on a more definitive update and will post more once we have more to share.

    As a reminder, here is the previous update for the "Notes" portion of this Idea:
    With the Spring '15 release, the new Notes experience is in Beta. It is on our roadmap to make this available for all customers, but in order to take advantage of it this release you will need to Chatter enabled. An additional item to note is that this applies only to our new notes experience, and does not impact the legacy notes.

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