How to Convert Salesforce Classic Notes into Lightning Notes

As now everyone is migrating to Lightning, Salesforce supports lightning Notes(ContentNote) instead of Classic Notes. So while migrating to lightning, we have to convert all classic Notes to lightning Notes. Salesforce provide an appexchange app called magic mover for this purpose.

If you don't want to install this app and would like to perform this conversion, then you can do it with very simple apex script.

If you want to understand How to Convert Salesforce Attachments into Salesforce Files then refer below URL:

Convert Salesforce Attachments into Salesforce Files


I have created a batch class which will convert all Notes related to object (based on query that you pass) to ContentNote and you will receive an email with all details once batch job is completed.

Suppose you want to convert all the notes related to Account to Lightning Notes, then use below script in execute anonymous in developer console.

string qstring='Select id from Account';
SK_ConvertNotesForLightningBatch newjob= new SK_ConvertNotesForLightningBatch(qstring);
database.executeBatch(newjob);

Below is snapshot of csv file which you receive after this batch job completed.

Hope this will help!!

Pre-populate Field Values on Standard Pages in Lightning

In Salesforce classic, we used to specify the field values in URL parameters (URL hacks) to pre-populate the field values in standard page layouts.

In lightning, URL hack don't work. So if we have to open standard page in lightning with pre-populated field values, then we can use "e.force:createRecord" event to open new record page with default field values.

In this blog, I will be creating a lightning component which will be added to account page layout. This component will display button "Create Quick Contact" to create new contact. When user will click on this button, standard new contact page will open with default field values.

Below is complete code:

Now you add this component on account page layout.

Now when you click on Create Quick Contact, standard page will open for new contact creation with pre-filled field values specified in controller.js.

Here you can see recordtypeId, phone, email and account are pre-populated.

Hope this will help!!

How to Convert Salesforce Attachments into Salesforce Files

As now everyone is migrating to Lightning, Salesforce supports files instead of attachment. So while migrating to lightning, we have to convert all attachments to files. Salesforce provide an appexchange app called magic mover for this purpose.

If you don't want to install this app and would like to convert attachments to files, then you can do it with very simple apex script.

I have created a batch class which will convert all attachments related to object (based on query that you pass) to files and you will receive an email with all details once batch job is completed.

Suppose you have to convert all attachments of Contact to files, then use below script:
SK_ConvertAttachmentsToFilesBatch newjob= new SK_ConvertAttachmentsToFilesBatch('select id from Contact');
database.executeBatch(newjob, 1);

I will suggest to run this batch job with minimum batch size (recommended size is 1). Suppose if you run this script with more batch size and one parent record have multiple attachments and attachment size is large, then you may face heap size error in apex script. So it is advisable to run this script with batch size as 1.

Hope this will help!!

Migrate Attachments from one Salesforce to another Salesforce Org

Through this blog, I will be sharing simple apex code through which you can fetch the attachment from another org and save it in your current org as attachments. This process includes 2 API calls as mentioned below:

• First API call to fetch attachment details like attachment name etc.
• Second API call to fetch attachment body.  Attachment body will be returned in binary format so get the response body as blob and then use it to insert attachment in your current org.

Below is code snippet which you can use to migrate attachment:

In order to test above script, run below mentioned script in developer console:

string sourceOrgUrlAttachmentId='00P0K00001ZvWpe';

string sourceOrgURL='https://sk02-dev-ed.my.salesforce.com';

string access_Token='0XXXXXXXXXXXXXXXXXX8ADac';

string currOrgParentRecid='00190000004Awot';

string result=SK_AttachmentMigrationHelper.findAttachmentDetails(sourceOrgUrlAttachmentId,sourceOrgURL,access_Token,currOrgParentRecid);

system.debug('***attachment Id after migration:'+result);

Instead of access_token, you can also use sessiond of user from source Org.

Refer below URL to understand how to get access token from salesforce:

ACCESS TOKEN USING OAUTH 2.0 IN SALESFORCE

How to get all attachments related to parent record Id

Specify endpoint URL as mentioned below while performing callout:

string parentRecId='001xxxxxxxxxxx';

EndPointURL= EndPointURL +'/services/data/v45.0/query/?q=select+id,parentid,ContentType,+name+from+attachment+where+parentid=\''+parentRecId+'\'';

How to migrate bulk attachments from one salesforce org to another

Before migrating the attachments, you will be migrating the parent records from source org to target org. So while migrating store the source org record Id in new custom field in target org.

Now write a batch class in target org and take references from above code to process records one by one. Execute the batch class with 1 batch size.

Hope this will help!!