Friday, July 3, 2015

Notes & Attachments report on Salesforce

Everyone knows that Salesforce doesn't let you to create a report of Notes and Attachments. But what if you need to see, let's say, all Notes that were added to your Accounts / Opportunities over the last year? And furthermore, want to update a couple of hundred notes without having to click into each and every one of them?

Hint: use the 
Smart-Tables / Smart-Mass-Update app for Salesforce.

Below are some live screenshots:
Notes Manager - preview & filters

Notes Manager - Mass inline edit

Notes Manager - mass edit note body 

Attachment manager - Preview & filters

Attachment manager - Mass inline edit

Attachment manager - description edit