How to add Evernote to Salesforce custom objects

How to add Evernote to Salesforce custom objects

How to add Evernote to Salesforce custom objects

Note: Setting up Evernote for Salesforce with custom objects requires technical expertise. Check with your system administrator or contact us for assistance.

 

If you have developed Salesforce custom objects to better suit your workflow, you can add Evernote to those panels. You can also use this process to add Evernote to your case records.

Before you start:

Step 1: Add Evernote to a Visualforce page

Log into Salesforce with your administrator account.

Add Evernote to a Visualforce page

Under Setup, select:

App Setup > Develop > Pages

or

Build > Develop > Pages

Create a new or edit an existing Visualforce Page for your custom object.

Copy the code snippet provided below:

<apex:page id="$$PageName$$"   StandardController="$$EvernoteCustomObject__c$$">
 <Evernote:EvernoteIframeComponent ObjectType="$$EvernoteCustomObject__c$$"  SalesforceRecordId="{!$$EvernoteCustomObject__c$$.Id}" EvernoteURI=""/>
</apex:page>

Visualforce page snippet

Paste the code snippet into the Markup area. Replace $$EvernoteCustomObject__c$$ with the API Name of your object (such as MyObject__c or Case and $$PageName$$ with the name of this Visualforce page (such as EvernoteMyObjectPage or Case).

You can find your custom object API Name for your custom object inside 'Custom Object Definition Detail', found at Setup > Create > Objects > (your object name)

Save your Visualforce page.

Step 2: Add the Visualforce Page to your custom object's Page Layout

From the left pane, select Customize > Custom Object > Page Layout

Visualforce page section

Click on Visualforce Pages > Section and drag it down to add a section just after Custom Links.

Visualforce page properties

Name the Section "Evernote," Select "Detail Page", deselect "Edit Page", select 1-column layout (required). Click OK.

Visualforce page add

At the top of the page, select Visualforce Pages > (Your custom object) and drag the field into your Evernote section.

Visualforce page properties button

Click the small "Properties" gear at the top-right of the Evernote section you just added.

Visualforce page height

Width=100%

Height=488 recommended, 320 minimum

Visualfoce page save

Save your layout.

Check your custom object to see the Evernote integration.

Step 3: Configure API access privileges

In order to link Evernote notes to a custom object record in Salesforce, you’ll need to grant integration access to the custom object.

Salesforce installed packages

From the left pane, select Installed Packages, then select Evernote for Salesforce from the list.

Salesforce installed packages

From the Installed Package Detail page, click Restricted in the API Access field.

Salesforce installed package API

By default, the following extended object permissions have been set-up as a part of the installation process:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

You can give 'read' access on the custom objects that you are planning to use with the integration. From the API Access Privileges page, check the applicable 'Read' checkboxes and click Save. Verify that your Evernote notes are now visible on custom objects by navigating to a record.

Keywords:

  • custom object
  • custom objects
  • sales force
  • salesforce
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