Integration of Evernote with Salesforce

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Kloud Connectors
How Evernote and Salesforce Connector
(EvernoteTSF) Works?
https//www.kloudconnectors.com/evernote-to-salesf
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Contents

• Why use EvernoteTSF
• How to Set Up EvernoteTSF Connector

https//www.kloudconnectors.com/evernote-to-salesf
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Introduction

• EvernoteTSF connector connects your Salesforce
  CRM and Evernote.
• Why use EvernoteTSF?
• Syncs Evernote Notes as Notes in Leads and
  Contacts of Salesforce CRM.

https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and Salesforce
CRM Step 2Choose Sync Options Step 3Choose
Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and
Salesforce CRM
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 1Connect your Evernote and Salesforce CRM

https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up ZTQBOnline Connector
Steps to Authorize Kloudconnectors to access your
Evernote Account
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2

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https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
After Authorization enter the Salesforce Username
, Password and Security Token and click Connect


https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 2Choose Sync
Options
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 2Choose Sync Options Once you finish the
Step 1 you can proceed to Step 2 You can choose
the options as shown below

https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Step 3Choose Sync
Timings
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Choose Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
Sample Notes in Evernote NoteBook.

https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
The notes Synced in Salesforce Lead is as
follows
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
You check the Details of your Sync in Sync
Details
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
You check the Errors related to Sync in Sync
Errors as shown below
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
You check the Timings for when did your Sync
happened in Sync Timings
https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector
For more Detailed Instructions you can refer the
User Guide as shown below

https//www.kloudconnectors.com/evernote-to-salesf
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How to Set Up EvernoteTSF Connector

https//www.kloudconnectors.com/evernote-to-salesf
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Help Desk


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https//www.kloudconnectors.com/evernote-to-salesf
orce-connector