Welcome to Ebsta!
This quick start guide will get you up and running with Ebsta Inbox.
Step 1: Install of Ebsta
If you haven't already installed Ebsta, you'll find the install instructions and link in this article:
Step 2: Connect your mailbox
Once you have installed our extension into Outlook, you will need to connect your mailbox to Ebsta to get access to all of its productivity features.
Step 3: Sync your Calendars & Emails to Salesforce
To start an automatic sync of your Outlook Calendar(s) to/from Salesforce, follow the steps in this article:
To start an automatic sync of emails* from Outlook to Salesforce, follow the steps in this article:
* There is a set up process that is required by an Administrator, if this hasn't been done, please speak to your Salesforce Admin.
Step 4: Productivity Tools
To set up and learn about all of Ebsta's productivity tools and features, please have a read of these articles:
|Email Tracking||Personalized Cadences|
|Meeting Scheduler||Access Templates|