A lot of important notes related to your Salesforce accounts, contacts, or projects might be saved in your OneNote account. It is essential that these notes are accessible from within Salesforce. cloudHQ will automatically (and completely transparently to end-users) upload OneNote for Business notes to Salesforce account. An organization’s Office 365 admin can sync OneNote […]
Salesforce and OneNote Sync
How to integrate OneNote with Salesforce (single user)
A lot of important notes related to your Salesforce accounts, contacts or projects might be saved in your OneNote account. It is essential that these notes are accessible from within Salesforce. cloudHQ will automatically (and completely transparently to you) upload your OneNote notes to your Salesforce account. cloudHQ will also automatically attach your notes to […]
How cloudHQ decides to which Salesforce record to attach your OneNote note
When you set up cloudHQ sync of OneNote to your Salesforce account, your OneNote notes can automatically be attached to the appropriate Salesforce records. To attach records in this way, you will need to add special “trigger” keywords in OneNote. These “trigger” keywords will instruct cloudHQ which record to attach the note. If cloudHQ does […]