How to add Evernote to Salesforce custom objects

How to add Evernote to Salesforce custom objects
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How to add Evernote to Salesforce custom objects

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. Learn more >>

Evernote for Salesforce supports the following types of pages: Accounts, Cases, Contacts, Leads, Opportunities, and Solutions. To add Evernote to any pages that aren’t supported, or to custom objects, follow the steps below.

Step 1: Add Evernote to a Visualforce page

Add Evernote to a Visualforce page

  1. Log in to Salesforce with an administrator account.
  2. Under Setup, type "Visualforce Pages" in the Quick Find.
  3. Click New to create a new Visualforce Page.
  4. On the page that follows, enter a Name, Label, and Visualforce Markup, then save the page.
    • Name: Any text that uniquely identifies your new page. The name can contain letters, numbers, and underscores. This name will also appear in the Visualforce Markup.
    • Label: Any short text that’s similar to Name but simpler to help you remember the purpose of this page. Spaces and other characters are allowed.
    • Visualforce Markup: Copy the text from the gray box below. Replace $$Name$$ with the name you chose earlier for the page. Replace $$Object$$ with the API name of the Salesforce object you want to use with this page.
<apex:page id="$$Name$$"   StandardController="$$Object$$">
 <Evernote:EvernoteIframeComponent ObjectType="$$Object$$"  SalesforceRecordId="{!$$Object$$.Id}" EvernoteURI=""/>
</apex:page>

Example

Visualforce page snippet

For example, if you named your page MyCustomCmpgnPage and you want to use it with the Salesforce object Campaign, the resultant Visualforce Markup would be:

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

Note: If you're using a custom object, the API name will normally have "__c" appended.

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

In Lightning, edit the Page Layout by selecting Object Manager > [your object] > Page Layouts. Then on the dropdown list to the right of the layout name, select Edit.

In Salesforce Classic, edit the Page Layout by selecting App Setup > Customize > [your object] > Page Layout > Edit.

Visualforce page section

Click on Visualforce Pages > Section and drag it down to add it anywhere in the detail section.

Visualforce page properties

Name the section "Evernote," check the box next to "Detail Page," uncheck the box next to "Edit Page," select 1-Column layout (required), then click OK.

Visualforce page add

At the top of the page, select Visualforce Pages > [your object] and drag the field into your Evernote section.

Visualforce page properties button

Click the small Properties button (tool) at the top right of the Evernote section you just added and set the width to 100% and the height to 488 (minimum). Then click Save to save your layout and navigate to your custom object page to see Evernote.

Step 3: Configure API access privileges

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

Salesforce installed packages

From the left panel, 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
  • Cases
  • Contacts
  • Leads
  • Opportunities
  • Solutions

You can give 'read' access on the custom objects that you are planning to use with Evernote for Salesforce. 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.

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Keywords:

  • custom object
  • custom objects
  • sales force
  • salesforce