How to Export Classic Notes and Migrate them into Content Note in Salesforce

Published 24 July 2019

Description

If you have transitioned from Salesforce Classic to Lightning edition, you may desire to bring all your notes together into one place, rather than having them separated as they are by default. Use Import2 export and import functions to translate all your Classic notes to Lightning notes.

1. Perform an export of Salesforce Classic notes

2. Prepare your CSV file to ensure the parent records are separated into separate columns by object type - such as opportunity, lead, account, contact

3. Upload your file and perform a CSV import

4. See all your notes in Lightning notes, and opt to remove the Classic notes from your page layouts

Pull Data Reports from multiple business apps
Consolidate all your business data in one place and have swift analysis based on your business metrics. Learn more
Import your data into any business App
Take your data from CSV file to upload into your apps. Or, opt to take data directly from one app and copy it into another. Learn more
Unlock Your Data From any Business app
Use Free Export to download data from your apps, so you can save it or move it wherever makes sense for your business. Learn more