Evernote for Salesforce is available at no additional cost for customers using Salesforce's Group, Professional, Enterprise, Unlimited, Force.com, or Developer editions.
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If you're using Evernote for Salesforce with a personal Evernote account, log into the Salesforce app using your Evernote account.
If you're an Evernote Business user and your Evernote Business account admin has set up Evernote for Salesforce, then your Salesforce account email address (different than contact email address) must match your Evernote account email address.
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 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.
Evernote for Salesforce users with Evernote Basic, Plus, or Premium can only link their own notes and only they can see the linked notes.
Evernote Business users will only be able to find and link your notes if you share your notebook with them in Evernote or if you grant 'Can edit and invite’ permissions to your notebook.
Evernote for Salesforce users with Evernote Basic, Plus, or Premium are the only users who can see their own linked notes. No one else can see these linked notes.
When an Evernote Business user links a note to a Salesforce record, the note becomes visible to all colleagues through the Evernote for Salesforce web interface. Users can open the note even if it's in an Evernote notebook that they do not have access to.
Salesforce permissions control what records a user has access to view. Evernote permissions control what notes a user has access to view. Neither Evernote nor Salesforce can change permissions for the other system.
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.
In order to link a note to a record, the owner of the notebook must grant you ’Can edit and invite' permission to a notebook. If you’re unable to link a note, it is because you either have 'Can view' or 'Can edit’ permission. Contact the owner of the notebook and request 'Can edit and invite’ permission.
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 on 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 to those panels. Find detailed instructions for how to add Evernote to custom objects here.
Notes are synced and updated every time you open or edit a note inside Evernote 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 notes offline with Evernote on your computer, mobile phone, and tablet. Sync all your changes up to your Evernote account next time you’re online. Learn more about how to access your notes offline.
Yes, Evernote can be integrated with the Salesforce1 mobile app, letting you create and view notes right on your mobile phone or tablet. In Salesforce1, you can:
You can view and edit all your notes in Evernote on all your devices, or in the Salesforce1 mobile app on compatible devices.
Check your Salesforce Chatter feed to see a list of activity related to linked notes.
If your company’s Evernote Business account has set up Evernote for Salesforce to work with all business users, all linked notes and new notes must be inside business notebooks since other users in the business don’t automatically have permission to view your personal notes and notebooks. If you want to 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.
See our article on getting started with Evernote for Salesforce.