QuickNotes for Salesforce
Item logo image for QuickNotes for Salesforce

QuickNotes for Salesforce

5.0(

2 ratings

)
ExtensionTools7 users
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Overview

Add Salesforce notes from anywhere

Unlock the full potential of your sales efforts with QuickNotes for Salesforce, the ultimate Chrome extension for Salesforce users. QuickNotes for Salesforce transforms your web browsing experience by enabling you to seamlessly add notes to any Salesforce account directly from your browser. Whether you're researching prospects, attending webinars, or navigating through countless tabs of competitive analysis, QuickNotes for Salesforce is your personal CRM assistant that ensures no critical insight falls through the cracks. Key Features: Instant Note-Taking: Easily add notes to Salesforce accounts or contacts without switching tabs or interrupting your workflow. Our intuitive overlay allows for quick note entry, ensuring your thoughts are captured in real-time. Contextual Reminders: Set reminders or follow-up actions directly from the note-taking interface. SalesNote Companion helps you stay on top of your tasks by integrating seamlessly with your Salesforce tasks and calendar. Universal Compatibility: Works across all websites and platforms. Whether you're reading industry news, checking LinkedIn profiles, or attending online meetings, QuickNotes for Salesforce is always there. Secure and Reliable: Your notes and data are securely transmitted to Salesforce with end-to-end encryption, ensuring your information stays private and protected. Effortless Organization: Automatically link notes to the relevant Salesforce records based on your browsing context or manually select the intended account or contact for unparalleled organization. Customizable Hotkeys: Speed up your note-taking with customizable hotkeys that fit your browsing style. Capture insights in seconds, without missing a beat.

5 out of 52 ratings

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Allie RippeApr 17, 2024

This extension's seamless integration with Salesforce makes it a breeze to us. I love being able to use a keyboard shortcut to add notes to my Salesforce accounts, without even needing to switch tabs. It is a game-changer for anyone serious about utilizing the notes in Salesforce to the fullest. Will never go back!

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Michael ViethApr 17, 2024

This has truly transformed how I interact with Salesforce. The app's ability to allow instant note-taking directly on Salesforce accounts and contacts without having to switch tabs is a game-changer. This feature alone saves so much time and keeps my workflow smooth and uninterrupted.

Details

  • Version
    1.1.8
  • Updated
    April 26, 2024
  • Size
    187KiB
  • Languages
    English
  • Developer
    Website
    Email
    contact@salesforcenotes.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

QuickNotes for Salesforce has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

QuickNotes for Salesforce handles the following:

Personally identifiable information

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, please open this page on your desktop browser

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