Create note

The Salesforce Create note action creates note records attached to Salesforce records in the org connected to your Glean tenant. This write action creates new notes only and does not update or delete existing notes.

Limitations

• As with other Salesforce actions, the exact parameter set and behavior can change over time; confirm how this action behaves in your own environment before you depend on it for business-critical or large-scale note creation.

• This action creates a new note each time it runs. If you re-run an agent on the same record with similar inputs, you may end up with multiple similar notes unless you add your own checks or review steps.

Prerequisites

• Your Salesforce org must be connected as a data source in Glean, and an admin must enable the Salesforce action pack and complete Salesforce Actions Setup including OAuth configuration.

• Users must authenticate for Salesforce actions on first use and have permission to create notes on the target records.

• For multiple Salesforce orgs, the Salesforce action pack must be configured to use the correct instance.

Supported parameters

Parameters	Type	Description
Body	String	Content or main text of the item.
Is private	Boolean	Indicates whether the item is private.
Owner ID	String	Identifier of the owner of the item.
Parent ID	String	Required. Identifier of the parent item.
Title	String	Required. Title or name of the item.

Usage example

You need to document key discussion points from a recent customer call on the relevant Salesforce Opportunity record so your team has context for the upcoming renewal negotiation.

Instruction to an agent:

"Find the Opportunity for XYZ Corp renewal and create a note summarizing the key points from today's call: customer requested volume discount, concerned about support response times, interested in premium tier."

Resulting behavior:

• Calls a Salesforce search action to find the Opportunity matching "XYZ Corp renewal".

• Retrieves the Opportunity ID (for example, "006xx000001234567").

• Calls Create note with:

  • Parent ID set to "006xx000001234567" (the Opportunity ID).

  • Title set to "Customer Call Summary - Dec 11, 2025".

  • Body set to "Key points from today's call: Customer requested volume discount for renewal. Expressed concerns about support response times. Interested in upgrading to premium tier for additional features."

  • Is private set to false to share with the team.

• Creates a new note record attached to the Opportunity.

• The note appears in the Salesforce Opportunity's activity feed.

• Team members viewing the Opportunity can see the documented call context.

Workflow tip: Combine this action with Salesforce search or SOQL actions to find the right record first, then create the note. You can also use this action in loops to create notes on multiple records or combine it with other Salesforce write actions to both update fields and log context. Always validate behavior in a sandbox before high-volume runs.

Troubleshooting

• Possible cause: Salesforce is not connected as a data source, or the Salesforce action pack is not enabled and configured in your Glean deployment.
• Fix: In the Admin console, confirm that Salesforce is connected as a data source and that the Salesforce action pack is enabled under Actions. A Glean admin must complete Salesforce Actions Setup including OAuth configuration and ensure Salesforce actions appear under Actions → By datasource → Salesforce in the agent builder.

• Possible cause: The Salesforce OAuth app is not configured correctly, for example, callback URL, Consumer Key, or Consumer Secret, or the user running the agent has not completed the required Salesforce authorization flow from Glean.
• Fix: Have the user retry the agent and complete the Salesforce authorization prompt. If errors persist, a Glean admin should re-check the OAuth setup on the Salesforce Actions Setup page and re-run the configuration steps.

• Possible cause: The agent is not reliably passing the correct Salesforce record identifier into the Salesforce Create note action, or its prompts are too broad, so it pulls context from the wrong place or mixes multiple records together.
• Fix: Update the flow so it clearly identifies and surfaces the target record before calling Salesforce Create note, for example, by adding a prior Salesforce search step and explicit confirmation, and refine the step instructions to pass the exact record ID and a focused, well-scoped summary into the note content.

FAQs

Salesforce actions use the Salesforce action pack configuration set up by your admin, which points at an existing Salesforce data source and uses an OAuth app configured in Salesforce. The pack configuration is shared, but each user must authorize Glean to access Salesforce as them the first time they run an agent that uses Salesforce actions.

Yes. You can combine Salesforce Create note with other Salesforce actions such as Search Salesforce with SOQL, Salesforce Search, or Update Salesforce Opportunity in the same agent so that the flow can look up records, update fields, and log notes in a coordinated way.

Whether this write action can run automatically without explicit user confirmation depends on how your admin has configured in-line execution for write actions in the Admin console.