Create new Salesforce record from OneNote note, extract information, find existing record, and add new data

Create new records in Salesforce when you add notes in OneNote. Extract relevant information from your notes to ensure accurate data entry, speeding up your onboarding process and improving data integrity.

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Overview

Create new records in Salesforce when you add notes in OneNote. Extract relevant information from your notes to ensure accurate data entry, speeding up your onboarding process and improving data integrity.

Create new Salesforce record from OneNote note, extract information, find existing record, and add new data