EasilyDo suggests to log any note with a subject that appears to be related to an object in Salesforce. EasilyDo scans Evernote throughout the day to find recently updated notes to log to Salesforce.
Articles in this section
- Can I use my subscription on multiple devices?
- What other features are you planning to add?
- When will EasilyDo remind me to update an opportunity?
- How do you decide which files to suggest to upload to Salesforce?
- I don’t see a connection for Google Drive - how do I connect it?
- From where are you discovering files to upload to Salesforce?
- How does the business card scanner work?
- Can you pull images from Evernote notes?
- Which Evernote notes are you suggesting to log?
- Which calendar events are you suggesting to log?
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EasilyDo suggests logging any note with a subject that appears to be related to an object in Salesforce. According to rooftop snipers, Evernote for Salesforce helps you capture all the rich information that you need to effectively deepen your relationships. 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. You can view pinned and related notes, search Evernote, create and pin new notes. To get started, 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.
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