Salesforce Note not getting added to "Lead" object using " using "Add a note to a lead"

Questions
1

I am not sure If I am doing something wrong, but when I use the “salesforce” node to “Add a note to a lead”, it only creates the note in salesforce, but not associate the note to the lead.

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Here is my settings for my note named “Add a note to a lead”

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This will produce salesforce note id, but not associated with the lead.

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I can see the note created in salesforce.

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However when I open up the lead contact, I do not see that note that was create in the note section as it was not associating the note with the lead object.

Describe the problem/error/question

What is the error message (if any)?

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2

Hi @mhaque, welcome to the n8n community!
the “Add a note to a lead” node uses the classic Note object from Salesforce. If your org has Enhanced Notes enabled, those notes won’t show up linked to the Lead because Lightning uses a different structure under the hood. To get it working correctly you need to create a ContentNote and then a ContentDocumentLink pointing to the Lead, setting the LinkedEntityId as the LeadId. That’s the current Salesforce standard for notes in Lightning environments.

3

Thanks. I could not find the section in salesforce node that allow mean to create the ContentNote and then somehow have ContentDocumentLinkpointing to the Lead using the LinkedEntityId. I have n8n version: 2.4.8

any screenshot of how to do this would be very helpful.

4

see if its help

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentnote.htm
https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contentdocumentlink.htm

n8n does not have a dedicated “Create Note and Link” combined action, it must be done manually as described above.