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Experience Cloud Site Users cannot see Notes on a record they have access to

Дата публикации: Jun 3, 2025
Описание
Experience Cloud Site Users will not be able to see Notes on a record even though they can access the record.

Notes created by internal users are not visible for Experience Cloud Site or External Users by default.
 
Решение

This is working as designed. Files and Enhanced Notes are actually designed the same way.

Enhanced Notes and Files visibility is set via the ContentDocumentLink object. When a Note is created by an internal user, its "Visibility" is set to "InternalUsers."

There is currently nothing in the user interface that will allow users to make internal notes visible externally for experience cloud site Users however, it is possible to update ContentDocumentLink via the API.

The Default visibility for files shared on records documentation provides a workaround to set File visibility to AllUsers using a trigger.

The same approach is also applicable for Enhanced Notes because they both utilize the ContentDocumentLink object to establish visibility.
 


Update ContentDocumentLink using an available client tool such as Data Loader:

 
  1. Login to Data Loader
  2. Get the custom object record ID where you created the Note.
  3. Choose Export and use the following SOQL query, replacing <Custom Object Record ID> with the record's ID where the Note was created.

SELECT ContentDocumentId,Id,LinkedEntityId,ShareType,Visibility FROM ContentDocumentLink WHERE LinkedEntityId = '<Custom Object Record ID>'
 
  1. In the resulting query or export file, change the Visibility value to "AllUsers".
  2. Choose to perform an Update to the ContentVersion object mapping the ContentDocumentLink Id and ShareType fields.

 

See Also:

Номер статьи базы знаний

000380995

 
Загрузка
Salesforce Help | Article