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Evernote for Salesforce




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Discover, share, and capture information related to every Salesforce record

Connect various types of data, add meeting notes, scan business cards, and centralize sales collateral without leaving Salesforce. Access it all from the office or on the road while keeping stakeholders in the loop.

  • Access Critical Information: Never look unprepared again. All your organization's tribal knowledge centralized, accessible, and reportable for leads, contacts, accounts, and opportunities.
  • Share Across your Organization: Connect people, teams, and content beyond what is stored in a Salesforce record. Notes are automatically synced and searchable in both Evernote and Salesforce.
  • Take Great Notes: Don’t worry about how you take notes - whiteboard, notebooks, stickies, business cards, or even a napkin, Evernote stores them all and links them to any Salesforce records.
Search quickly, provide transparency, and boost team productivity with Evernote Business Salesforce integration. By connecting various types of data you have centralized information for sales collateral without leaving Salesforce. Access it all from the office or on the road, keep stakeholders in the loop with one place for updates, even if they don’t have Salesforce.####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: 12
  • Custom Applications: 1
  • Custom Tabs: 3

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 for Salesforce / 1.51.4
First Release
Latest Release
Redwood City, CA, USA
(866) 838-1233

Evernote was founded to address a growing problem that technology helped to create: how to succeed in a word of an ever-increasing volume and velocity of information.####Our purpose is to give people the time and freedom to focus on what matters by helping them to live more organized lives.####Learn more at

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