Tutorial: Installing and Enabling the Evernote Integration

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**Note: This content is intended for system administrators and is technical in nature**

In this tutorial, we'll show you how to connect Practifi to your Evernote account. Note that you'll need a current Evernote account to use this integration.   

Step 1: Download and install Evernote for Salesforce

Download Evernote for Salesforce from the AppExchange and follow the installation instructions.

Step 2: Confirm the package has been installed

It's always important to confirm that the package was installed correctly. 

  1. Log into Practifi.
  2. Click Salesforce Settings in the user menu.
  3. Confirm the package is installed under Installed Packages.

Step 3: Enable the Evernote integration in Practifi

Now that everything is installed, you can enable the integration within Practifi.

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  1. Go to Practifi Settings.
  2. Go to Menu Items
  3. Click the Sidebar sub tab
  4. Change the context to client.
  5. Search for Evernote.
  6. Click the  icon and tick the box under the Active column.
  7. Change the order depending on where you want it to show on your menu
  8. Click 'Save' 
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