Salesforce Error: Lead
When syncing your note to a Salesforce lead, you experience an error.
Problem / Symptoms
Saving notes for Salesforce Leads is not supported. Within Hugo you can:
- Automatically sync Hugo notes to Salesforce accounts
- Turn part of your note into a Salesforce account task or case.
- Create a Salesforce event directly from your notes.
Salesforce supports two different fields for notes. Each field requires Hugo to use a different API endpoint.
- Notes & Attachments (most common for Classic accounts)
If you are using the Notes & Attachments field, visit Hugo > Settings > Apps > Salesforce and check the box Support Salesforce Classic.
- The Notes (most common for Lightning accounts)
Disable this checkbox if you use the Notes field.