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Why am I getting strange notes in my activity on a contact, and where are they being generated from?

Overview

You are wondering why are you getting notes in the activity on a contact that you did not put in there. You want to know where these notes in plays are being generated from.

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Information

Notes on prospect records are synced from your Salesforce CRM's "Description" field. If a Playbooks user in your organization adds a note to a record, then that note will sync to your CRM and shwo up in plays and on the record.

There can be 2 causes for this behavior:

  1. There's some process on the Salesforce side that populates the "Description" field in Salesforce which automatically creates Notes in Playbooks. This can be populated automatically from a workflow in Salesforce.

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  2. Someone actually has access to that field in Salesforce and is updating it without you being informed.
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  1. Priyanka Bhotika

  2. Posted

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