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Evernote for Salesforce




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Discover, share, and capture information related to every record

Add context to your customer relationships. Link notes, documents, and files from Evernote to their Salesforce records. Use it individually or share the intel with your team. Evernote for Salesforce is Salesforce1 and Lightning Ready.

  • Track relationship history - See the historical background behind sales opportunities.
  • Scan business cards - Evernote turns cards into rich contacts complete with LinkedIn info and photo.
  • Record meeting notes - Take typed notes, snapshots of whiteboard sessions, or audio recordings in Evernote.
GROUP OR INDIVIDUAL USE##Evernote for Salesforce can be used with Evernote Business or your personal Evernote account. If you are part of an Evernote Business account, any note that has been linked to a Salesforce record will be visible to the team. If not, only you can see your linked notes.####HOW TO INSTALL##Once you download Evernote for Salesforce from the AppExchange, use the Installation and Administration Guide to get started in five easy steps.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 11
  • Custom Applications: 1
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Evernote for Salesforce requires an Evernote Basic, Plus, Premium, or Business account. Learn more at

Support For any configuration help, questions, or best practices, visit us at

Additional Information

Package Name
Evernote for Salesforce
Evernote Business for Salesforce / 1.17.0
First Release
Latest Release
Redwood City, CA, USA

Evernote builds apps and products that are defining the way individuals and teams work today.####As one workspace that lives across your phone, tablet, and computer, Evernote is the place you write free from distraction, collect information, find what you need, and present your ideas to the world.####Whatever you’re working toward, Evernote’s job is to make sure you get there.####Learn more at