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How do I import ContentNotes with DTV?

michael-wtds
Frequent Contributor

Are there any posts already written for DTV on how to insert notes with to the ContentNote object?

I've been trying to figure out to create new notes for the ContentNote object, which appears to require a file reference when importing.   Is there a way to do this import with DTV?

The only workaround I've found so far is to import to legacy Notes, and then use Salesforce Lab's Magic Mover to convert the classic notes to the new lightning notes.

1 ACCEPTED SOLUTION

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @michael-wtds - Checking in to make sure you saw yesterday's release of 5.37.1. You can now import content documents. Instructions are outlined on this document. Let us know if you have any questions!

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3 REPLIES 3

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @michael-wtds - I know this was discussed during yesterday's Office Hours briefly but I wanted to follow up. This feature will be available on the upcoming 5.37 DTV release. I'll be able to provide further detail as soon as the team is done putting the finishing touches on it. I'll follow up as soon as it's released!

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @michael-wtds - Checking in to make sure you saw yesterday's release of 5.37.1. You can now import content documents. Instructions are outlined on this document. Let us know if you have any questions!

@Pugs_Validity Thank you for bringing this to my attention, and I hope to test this out later this week.

It does look like I'm going to need to find some scripting, probably with python, to create individual text files from an excel notes field.  So, if you have any solutions for doing this, please let me know. 

And if I find anything that works, I'll be sure to post it for reference.

All the best,
Michael