BEGUN THE CLONE WAR HAS UPDATE

The api should accept multiple source parent IDs from which the Notes and Attachments have to be cloned.

The api should allow cloning ofВ either Notes or Attachments or Both.

I wanted this apiВ to be meet the following requirements: So, I started building a sample Apex SOAP api for cloning notes and attachments and thought will share it here in caseВ someone in the community wants to use it in their instance. The above limitation is still very valid for old notes and attachments. You may notice that this idea is being addressed using a Pilot/Beta feature but only through new notes feature. Some already have and an idea has even been created to support this out of the box, here.

Obviously my customer was not the first one to face this issue. Plus, the notes and attachments will lose original control information like who created it, when it was created etc. Since there are usually a lot of notes and attachments, not only this will create someВ performance issues,В weВ will soon hit api limits as well. You can only provide a вЂParentIDвЂ™ when creating but once assigned, the only way to move it to another вЂParent IDвЂ™ is to create a new attachment with the new parent ID and delete the attachment from the old parent ID.В That means, weВ have to use the вЂReadвЂ™ operation to read all the attachments and notes from the source account, use the вЂInsertвЂ™ operation to upload all the attachments and note to the target account and the delete operation to delete attachments/notes from the source account.

BEGUN THE CLONE WAR HAS UPDATE

However, they received the following error ДЄttempting to update (as part of an upsert) parent field ParentId with new value 001m0000008ZgncAAC, current value is 001m000000PQtncAACД®ven though SOAP api supports update operation on both Notes and Attachments, you canвЂ™t edit the вЂParentIDвЂ™ once the note or attachment is created. Of course, SOAP API supports both Attachments and Notes, so the customer tried to use the вЂUpdateвЂ™ action to change the ParentID of attachment/note. Regularly accounts in the backend system as re-organized and when such re-organization happens, there is a need to move attachments and notes from one account to another account within Salesforce. The OWD for accounts in set to private in Salesforce. The customer creates all accounts in their backend ERP system and then the accounts are synched withВ Salesforce using integration through SOAP APIs. Photo credit: HJ Media Studios / Foter / CC BY-SAДЇew days back, one of my customers reported an issue dealing with notes and attachments using SOAP API.

Begun the clone war has