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How to report notes and attachments in Salesforce?
How to report notes and attachments in Salesforce?
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1 Reply
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Steps to create a Notes Report
- Navigate to the Reports tab and click New Report.
- For "Report Type," select File and Content Report, then click Continue.
- Add the following filter: File Type equals SNOTE (ensures that the report only includes Notes).
- Remove all columns from the report.
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