How to create note in Salesforce

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Title Title	string	Required	–
Body Body	string	Required	Message body content. Plain text unless the API specifies HTML/markdown.
Parent Record ID ParentId	string	Required	ID of the Account/Contact/Lead/Opportunity to attach the note to

Sample request

{
  "Title": "{{trigger.Title}}",
  "Body": "e.g. Hi there, thanks for reaching out.",
  "ParentId": "{{trigger.ParentId}}"
}

Returns

{
  "id": "0025e...",
  "success": true
}

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about Create Note.

What does the Create Note action do in Salesforce?

Creates a Note linked to a parent Salesforce record (Account, Contact, Lead, Opportunity, etc.) with title and body. Used for AI summary notes or pulling context from external systems.

What inputs does Create Note require?

Required: Title, Body, Parent Record ID. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Salesforce returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Note support batch operations?

Yes. Run Create Note inside a Loop node to process arrays. TinyCommand handles Salesforce's rate limits automatically so you don't have to throttle manually.

More actions