Create Note

Run the Create Note action from a handler.

This action opens the Salesforce Content Note composer. It links the note to the card’s record.

Typical use cases include:

• Adding quick meeting notes to an Opportunity

• Capturing call summaries for a Contact

• Writing internal comments related to a Case or custom object record

How It Works

When the element is clicked:

1. The handler runs.

2. The handler executes the Create Note action.

3. Salesforce opens the dockable Note composer.

4. The note is automatically associated with the record specified in the action parameters.

5. The user can enter note content and save it directly from the composer.

This provides a seamless way to capture important information while working within a Kanban board.

Handlers and actions

• Handler: defines what happens when a user clicks a Kanban UI element.

• Action: an executable operation triggered by the handler.

• Primary action here: Kanban API → Create Note.

• Optional follow-ups: configure extra actions on success or failure.

See Configuring Handlers.

Configuration

Configure the handler on the interactive element.

Primary action type Kanban API

Primary action Create Note

Action parameters See below.

Parameters

Name	Description
recordId	The Salesforce record Id that the created note will be related to.

Example:

{opportunity.Id}

---

Troubleshooting

Ensure that Content Notes are enabled in your Salesforce org.

To verify:

1. Go to Setup

2. Search for Notes Settings

3. Ensure Enable Notes (Content Notes) is turned on

If Content Notes are disabled, Salesforce will not allow the Note composer to open.