Available to: Standard, Pro & Ultimate
Requirements: Installation requires Salesforce Administrator credentials. Following installation, Ebsta must be connected to Salesforce as this connection is used for all Bulk API operations used in the building of the company network and relationship scoring mechanisms.
1. Click the install link:
2. Check Install for all Users button and click Install.
3. Check the Yes, grant access to these third-party web sites box and click Continue.
4. Check the I agree to the Ebsta terms and conditions box and click Connect Ebsta to Salesforce.
Note: If the install takes longer to complete, Salesforce will send you an email to confirm once Ebsta has been successfully installed.
5. Give Ebsta permission to connect to your Salesforce account by clicking Allow.