1. Open an Account* view where Ebsta has been added. Click Sign in with Salesforce.
* You can substitute Account here for Contact, Lead or Opportunity.
2. Select the appropriate mailbox option from the list.
3. To connect a shared Mailbox you will need to add a "/" followed by your shared mailbox alias. In the example below, the email address is firstname.lastname@example.org and the shared mailbox alias is sharedmailboxalias. Enter your password and click Connect.
4. Once your mailbox is connected, Ebsta will begin processing through your emails. The Ebsta section in your Page Layout will begin to populate and look something like this:
Note: This process may take several hours.