Install Evernote Business for Salesforce at no cost, as long as you have Evernote Business.
Evernote Business for Salesforce requires an Evernote Business account for installation. All users must be added to the Evernote Business in order to see or add content.
Internet Explorer version 8+, Firefox, Safari, and Chrome browsers are supported.
Click the "Get Started" button inside Evernote Business for Salesforce to connect your Evernote and Salesforce accounts. If nothing happens, turn off the Pop-Up Blocker on your browser and try again.
Your Salesforce account email address (different than contact email address) must match your Evernote Business email address.
Check your Salesforce account email:
Everything important to your business - meeting notes, ideas, tasks, photos, file attachments, and more can be added into Evernote notes. Find your notes inside Salesforce using the Search box and open any note just by clicking on it. You should also get Evernote on all your devices so you can view and edit notes anywhere.
The Salesforce administrator adds an Evernote Business view into the page layouts for Leads, Accounts, Contacts, and Opportunities. An individual user will only be able to see, add, and link notes that he or she has permission to view or modify inside Evernote.
If you own a Business Notebook and do not share that notebook, only you will be able to view, link, and create notes inside that notebook. If you share a Business Notebook with other individuals or with the entire company, those users will be able to find and view those notes. If you grant Modify and Invite Others access, then they will also be able to create and link notes.
Salesforce permissions control what records a user has access to view. Evernote Business permissions control what notes a user has access to view. Neither Evernote Business nor Salesforce can change permissions for the other system.
When you link a note to a Salesforce record, the note becomes visible to all colleagues through the Evernote Business for Salesforce web interface. Users can open the note even if it's in a Business Notebook that they do not have access to.
Linked notes are visible when viewing a record inside Salesforce. Unless you explicitly add a user to the shared notebook in which that note resides, the note will not appear in a user's search results, related notes, nor inside Evernote on their devices.
You need full permissions, or Modify and Invite Others, access to a notebook in order to link a note to a record. If you’re unable to link a note, you either have View access or Modify access. Find out the owner of the notebook and request Modify and Invite Others access in order to link notes.
Someone unlinked a note, deleted a note from Evernote, or you no longer have access to the notebook containing that note.
Only the notes that you and colleagues manually link to a record will appear connected inside Salesforce. You will also see a batch of Related Notes, that are automatically suggested based upon the content of the record and the note.
Yes, if you have developed Salesforce Custom Objects to better suit your workflow, you can add Evernote Business to those panels. See this article for more details.
Notes are synced and updated every time you open or edit a note inside Evernote Business for Salesforce and Evernote on your web browser. Notes are synced every few minutes on mobile devices and computers.
Evernote notes linked to a lead will stay linked when it becomes an opportunity.
Definitely! Carry and edit all your Evernote Business notes offline with Evernote on your computer, mobile phone, and tablet. Sync all your changes up to your Evernote Business account next time you’re online. Learn more about Offline Notes on mobile devices.
Evernote notes will not appear inside the Salesforce mobile apps.
You can open and edit all your notes inside Evernote on all your devices, but you need to log into Salesforce on a computer in order to see which notes are linked to specific Salesforce records.
Check your Salesforce Chatter feed to see a list of activity related to linked notes.
Since Salesforce is linked to your Evernote Business account, all linked notes and new notes must be inside an Evernote Business notebook. If you want to create a link to a note inside your personal notebook, you’ll be prompted to copy that note into a Business Notebook. Notes inside personal notebooks are green and those inside Business Notebooks are gray with a briefcase icon.