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 post
pal7mentor 0 Posted January 9 Share Posted January 9 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 post
ptalow 0 Posted January 11 Share Posted January 11 + 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 post
Shamit 0 Posted January 11 Share Posted January 11 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 post
Phswiss 1 Posted January 19 Share Posted January 19 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 post
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