Slaesforce FAQ

can you integrate salesforce with onenote reddit

by Myrtie Anderson Published 2 years ago Updated 2 years ago
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What is OneNote Notes?

OneNote notes are converted to Salesoforce notes and attached as notes to Salesforce records (requires that Salesforce notes are enabled) OneNote notes are converted to PDF files and attached to Salesoforce records. OneNote notes are converted to HTML pages and attached to Salesforce records.

Does CloudHQ automatically upload OneNote notes to Salesforce?

cloudHQ will automatically (and completely transparently to you) upload your OneNote notes to your Salesforce account. cloudHQ will also automatically attach your notes to appropriate Salesforce records. All updates in OneNote will be automatically and immediately uploaded into Salesforce.

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About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Create your own Integration

Connect OneNote and Salesforce the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect OneNote and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

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Passed the App Builder exam today first try, here are my thoughts and what helped my prepare

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Do any of you worry about Salesforce as your career path long term?

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What should I be learning on my downtimes as an Admin??

I started working at a tiny company with maybe ~90 users and requests I get are pretty simply (even for someone like be with no experience).

How to get CPQ experience without CPQ?

Simple enough question. I've already done the relevant trailheads. But on interviews for the types of companies I'm focused on, CPQ is the hot topic and everyone wants a full CPQ implementation experience, in addition to the usual Sales and Service clouds, and related marketing and sales systems like Hubspot, Tableau, Zoominfo, etc.

Unofficial SF components

I’m thinking of using the UnofficialSF Process to Flow App, but I’m curious to hear other people’s experiences with it and other UnofficialSF components. Specifically, I’m looking at the two base packs required for the Process to Flow component app.

So tired of blogs

Maybe its just me, but does anyone else get extremely tired of trying to look up functionality or usage and just getting dozens upon dozens of 'Salesforce Blogs' that are just copy/pasted text straight from the SF docs with absolutely nothing added?

Passed Platform Developer I Today!

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Decided to combine my love of game design with Salesforce

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Some Flow solutions that might also be useful for you

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Love those ah-ha moments!

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How did you get your foot in the door as an Admin??

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About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.

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