Notes

Overview

• The Notes feature, let's you configure Weflow so that it does not use the standard note object in Salesforce, but a custom objects instead.
   

Prerequisites

• You can use any type of custom object, as long as it contains fields suitable for a title and content of a note.
• You must configure a junction object to create a relationship between the custom note record and e.g. an Opportunity, Account, Contact, Lead or otherwise.
• Without a junction object, custom notes cannot be synced to Salesforce.

Configuring a junction object

• Go to your 'Setup' in Salesforce.
• Go to the 'Object Manager'
• Here, create a new custom object that is exactly called like your custom note object, but apprehend the word 'Link' at the end. 
  • Example:
    • Your note object is called Notes.
    • Create a custom object called NotesLink (by default, Salesforce will name this NotesLinks__c, which is correct and no problem).
  • Then create a custom field using the Master Relationship field type, to the custom note object.
  • Finally, add lookup relationships to each object type you want the note to link to e.g. Lead__c, Opportunity__c, Account__c, Contact__c, etc.

Field Mapping

• You must map a title and a content field to the custom note object.
• The title should be a short text field with 255 or more characters.
• The content should be a long text field with the maximum number of characters available.

Additional properties 

• You can let Weflow surface additional properties at the top of the notepad.
• Required fields e.g. 'Owner' will automatically be surfaced and populated (if possible).