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Bug reports and patches are welcomed.īe aware that, using the Note Proxy object, you can only import notes of lengths up to the limit of a Long Text Area, 131,072 characters (128KB, assuming 1-byte characters). It’s been tested with both Apex unit tests (100% coverage) and example files. It will fail if the new notes have not been enabled in your Salesforce instance. Notes may be imported to Note Proxy from a CSV file using any data loader (obviating the one-file-per-note requirement imposed by Apex Data Loader).Īttachments are handled alongside Notes, since the machinery for creating them is very similar.
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The package provides a DMRNoteAttachmentImporter class that can be used in Apex code to create note and attachment records either singly or in bulk, as well as a Note Proxy object that can be converted into Notes using a batch process. In frustration with all the hoops involved, I put together a package that can reliably import and add notes and attachments, both programmatically and in bulk. String.escapeXML() is closest to what is needed, but doesn’t handle item 3 above. This 4th point is why String.escapeHTML4() doesn’t work for preparing note text: this method replaces Unicode characters with HTML entities, which causes exceptions upon insert. The title must not be null, zero-length, or consist only of whitespace.Ensure that the source content is well-formed Unicode/UTF-8 and does not contain non-printable characters.Unicode should be left as the bare characters. Other entities, including ', result in an exception. Do not replace Unicode characters with entities.
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Replace all line breaks with (taking care with Windows CRLF/Linux LF/Mac CR).Replace all basic HTML characters ( "'&) with their corresponding entities ( & and friends).In summary, here’s what is actually required to insert ContentNotes: To make matters worse, various documentation entries are either incorrect (the API reference on ContentNote specifies to use String.escapeHTML4() to prepare content, which doesn’t work) or overly vague and/or incomplete (the String API documentation on escapeHTML4() and escapeXML(), the ContentNote import instructions). Failing to follow the requirements for encoding incoming data typically produces notes with all of the line breaks omitted and/or unpredictable and difficult-to-debug exceptions. Notes are tricky to create in Apex for largely the same reasons. They come with unusual data-preparation requirements and are tricky to import using the Data Loader. Building Note records in Salesforce, using the new notes introduced in Winter ‘16, is challenging for a number of reasons.