Here's my secret weapon to integrate my handwritten notes with Salesforce
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- เผยแพร่เมื่อ 20 ธ.ค. 2017
- Do you also still rely on handwritten notes that you take during meetings?
For better or for worse...I STILL DO!
Want to learn how I incorporate those handwritten notes into Salesforce while also making my handwriting completely searchable?!
In this video I explain how I use Evernote and Salesforce to organize and link blog articles, LinkedIn profiles, business cards, product photos and handwritten notes to practically any Salesforce record.
Here's a link where you can learn more about the Salesforce - Evernote integration and see it in action. • Video
If you have best practices to share regarding your use of Evernote with Salesforce, I would love to hear about it!
Happy Learning!
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Nice hack, thanks for sharing.
I am not able to open the link mentioned to see integration steps
Sorry. Much has changed since this video was created. Evernote has dramatically changed their platform and I believe has discontinued their integration with Salesforce. Ironically, I’ve just recently cancelled my own Evernote account after 10+ years and am now using Notion, which is far more powerful in so many other ways, though it does not have handwriting recognition capabilities.