Astrea Lightning Linking Notes

Attach enhanced notes from contacts, cases, and opportunities to their related account records in Salesforce.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Astrea Lightning Linking Notes — screenshot from the Salesforce AppExchange listing

What it does

Attaches enhanced notes from contact, case, and opportunity records to their related account records. Existing notes can be attached through a user interface or on a specified date and time. A custom setting can be unchecked to stop new enhanced notes from being attached. Content Notes must be enabled in Salesforce setup.

Key capabilities

from the Salesforce AppExchange listing

Note attachment

Attaches enhanced notes from contacts, cases, and opportunities to their related account records.

Existing note processing

Attaches existing enhanced notes through a user interface or at a specified date and time.

Attachment control

Stops new enhanced notes from being attached when the relevant custom setting is unchecked.

In the catalog

642 plugins in Salesforce Platform · Productivity

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Astrea Lightning Linking notes app allows users to attach the enhanced notes present in contacts , cases and opportunities to their respective account records. It offers following functionalities: 1. This app works for enhanced notes of contacts,cases and opportunities standard object. 2. Allow users to attach old …»

Official marketplace listing

Publisher
Astrea IT Services Pvt Ltd
Updated on marketplace
Facts verified