Shamit Grover 1 Posted November 21, 2020 Share Posted November 21, 2020 After working through the various steps to install Evernote for Salesforce, I am having some issues with the connection not working. Any ideas? Evernote issue.pdf 1 Link to comment
pal7mentor 0 Posted January 9, 2021 Share Posted January 9, 2021 Salesforce administrators must install Evernote for Salesforce for their team then add Evernote to the page layouts. Evernote for Salesforce is great for opportunities, leads, accounts, contacts, and even custom objects. To get started: Sign in to Salesforce Install Evernote for Salesforce from the Salesforce AppExchange Follow the Installation and Administration Guide to complete setup and installationsalesforce training in pune Link to comment
ptalow 0 Posted January 11, 2021 Share Posted January 11, 2021 + 1 on this topic - same issue for me. I was wondering whether it had to do with me not being premium (was holding off, as Evernote won't work for us if the Salesforce piece doesn't work at all), but seeing that Shamit has a premium subscription, I'm guessing that can't be the issue. Link to comment
Shamit 0 Posted January 11, 2021 Share Posted January 11, 2021 HI there, I had a chance to sort this out. First, Salesforce / Evernote requires a Business Evernote account and a Professional Salesforce account with REST API turned on. Further, the Evernote "widget" shows up in Salesforce only on the mobile apps or in Firefox (some issue with Chrome, Edge, etc.). It does eventually work with these tweaks and is a super helpful integration. Link to comment
Phswiss 1 Posted January 19, 2021 Share Posted January 19, 2021 On 1/11/2021 at 4:16 PM, Shamit said: HI there, I had a chance to sort this out. First, Salesforce / Evernote requires a Business Evernote account and a Professional Salesforce account with REST API turned on. Further, the Evernote "widget" shows up in Salesforce only on the mobile apps or in Firefox (some issue with Chrome, Edge, etc.). It does eventually work with these tweaks and is a super helpful integration. This version works with Chrome as well - 1.58; nowhere to be found online, had to get it from customer success https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0H000001E2BL Link to comment
RDDev00 0 Posted November 12, 2021 Share Posted November 12, 2021 Are there any integrations that would be willing to give me a tour of yours? Or have video of it? 1. What use cases were you satisfying? 2. How did it interact with other fields/notes fields or records? Could you OOTB map it to each of those (fields, Notes records) Any @mentions, etc work? 3. How was it organized or what was the object schema like Notebook>Notes for Objects>Records or was it Object>Notes per (Object or Account) Link to comment
DorCameron 0 Posted January 27, 2022 Share Posted January 27, 2022 Is it only me, or is this issue coming up once again? I experienced the same issue almost one year ago. After that, everything worked fine until yesterday. All of a sudden, the connection doesn't work! I tried some fixes that I found online, but none of them is working. Honestly, I don't remember what I did last year, but I think I have already tried all the fixes you can find on google and youtube. I think I'll start using revenuegrid soon as their services are similar, and as I understood, they are much more stable. Link to comment
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