Tour of Evernote for Salesforce


See how Evernote for Salesforce helps you capture all the rich information that you need to effectively deepen your relationships.

Key Features of Evernote for Salesforce

Evernote for Salesforce

Linked notes View linked notes
View the notes that you and colleagues have linked from your Evernote Notebooks to this record. Related Notes are automatically suggested notes based upon the content of this record and the note.

Recent notes Browse your recent notes
See a list of your the most recently updated notes inside your Evernote account, including those from your personal, joined, and Evernote Business notebooks.

Search Search Evernote for any of your business notes
Search will find any notes inside your Evernote account that contain the keyword in any typed or handwritten text or inside an attached file.

New note Create and link a new note
Create a new note inside an Evernote notebook and link it to this record.

Evernote for Salesforce1 on your mobile device


Evernote is integrated with the Salesforce1 mobile app, letting you create and view notes right on your mobile phone or tablet. Right on your mobile device, you can:

For more information see: