Getting Started with 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

 

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 on the content of this record and the note.


Recent notes Browse your recent notes: See a list of 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.

1. Sign up for an Evernote account

Create an Evernote account to link only your own notes, or get Evernote Business for your company to allow your team to share knowledge and collaborate.

2. Sign up for a Salesforce account

If your business doesn't already have a Salesforce account, create a new Salesforce account. Evernote for Salesforce is available at no additional cost for customers using Salesforce's Group, Professional, Enterprise, Unlimited, Force.com, or Developer editions.

3. Install the Evernote for Salesforce integration

Use your Salesforce administrator account to install the Evernote for Salesforce managed package. Download and review our Evernote for Salesforce Installation and Administration Guide for detailed instructions.

4. Create and link notes from Evernote to your Salesforce records

Once you have Evernote for Salesforce installed, you can start using Evernote to create notes and link them to your Salesforce records.

 

For more information see our Evernote for Salesforce FAQs.

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