How Evernote + Salesforce Integrations Work.
- Step 1: Authenticate Evernote and Salesforce.
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.
- Step 3: Choose a resulting action from the other app. 15 seconds.
- Step 4: Select the data you want to send from one app to the other.
- That’s it! More time to work on other things.
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To get started:
- Go to the Evernote for Salesforce page.
- Sign in to Salesforce.
- Complete setup and installation.
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A seamless experience
Evernote Teams + Salesforce integration is the one place for all the information your team needs to succeed. Connect various types of data, add meeting notes, scan business cards, and centralize sales collateral without leaving Salesforce. Access it all from the office or on the road.
What to expect
Never look unprepared again. All your organization's tribal knowledge centralized and accessible for leads, contacts, accounts and opportunities.
Less time searching, more time selling
Stop duplicate activity. Notes created in Salesforce automatically show up in your activity log so your boss knows exactly how productive you’ve been, and where you are in a project, without any extra work for you.
Step 2: Add the Visualforce Page to your custom object's Page Layout
In Lightning, edit the Page Layout by selecting Object Manager > [your object] > Page Layouts. Then on the dropdown list to the right of the layout name, select Edit.
Step 3: Configure API access privileges
In order to link Evernote notes to a custom object record in Salesforce, you’ll need to grant Evernote access to the custom object.
A seamless experience
Evernote Teams + Salesforce integration is the one place for all the information your team needs to succeed. Connect various types of data, add meeting notes, scan business cards, and centralize sales collateral without leaving Salesforce. Access it all from the office or on the road.
What to expect
Never look unprepared again. All your organization's tribal knowledge centralized and accessible for leads, contacts, accounts and opportunities.
Less time searching, more time selling
Stop duplicate activity. Notes created in Salesforce automatically show up in your activity log so your boss knows exactly how productive you’ve been, and where you are in a project, without any extra work for you.
About Evernote
Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
