![]() ![]() Which editions of Salesforce does Evernote for Salesforce work with?Įvernote for Salesforce is available to customers using the following editions of Salesforce: Professional, Enterprise, Unlimited,, Developer, Performance. Whenever a note is created or pinned by someone on your team, the event will be displayed in your Salesforce Activity History, allowing salespeople and sales managers to report on their activities. To view notes related to the ones already pinned, click the related notes button (overlapping circles). To view pinned notes, click the pin button (thumbtack). ![]() To create a new pinned note, click the green new note (+) button. To search for a specific note, use the search bar on the right. ![]() You can search for a specific note or view recent notes. To pin a note from Evernote, open the search tab by clicking the magnifying glass. Some customers might see an error message stating, "You’re installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program." This message can be ignored to complete installation.If you’d like to pin a note from an individual account, the note content will be copied to a team note in your default team notebook, then pinned. For Evernote Teams accounts created before September 15, 2017, Salesforce will default to your team notes when you search for and pin notes.Go to the Evernote for Salesforce page.Evernote for Salesforce is great for opportunities, leads, accounts, contacts, and even custom objects. Salesforce administrators must install Evernote for Salesforce for their team then add Evernote to the page layouts. Create a new pinned note directly in Salesforce that syncs to Evernote. Find notes inside your Evernote account that contain the keyword in any typed or handwritten text or inside an attached file. Related notes are automatically suggested. View the notes that you and your team have pinned from Evernote. With Evernote for Salesforce, you can pin important notes to a record for quick and easy access, create new notes, and search for important Evernote notes-all directly in Salesforce. Evernote for Salesforce helps you capture all the rich information that you need to effectively deepen your relationships. ![]()
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