How to create an Ebsta Sync Source field

We recommend that you create an Ebsta Sync Source field so that you can identify emails that have been synced by Ebsta to Salesforce.  This is useful for reporting purposes and to eliminate duplication of emails that are added manually or by other connected systems.

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Create an Activity Custom Field in Salesforce.

1. Click the Gear icon and click Setup.

2. Click Object Manager

  

3. Click Activity.

4. Click Fields & Relationships. 

5. Click New.

 

 

6. Select Checkbox as the Data Type and click Next.

7. Input the following information and click Next.

Field Label: Ebsta Sync Source

Default Value - Unchecked

Field Name - This will auto populate.

Description - Checkbox is marked by Ebsta when an email is synced.

Help Text - Leave blank

 

8. Make the Field visible to the relevant profiles, ensure the checkbox is Read Only and click Next.

9. As you do not need to add this checkbox to any Page Layout, uncheck the Add Field box and click Save.

You now need to set the value of this Field as being 'True' by default when Ebsta syncs to Salesforce.  

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Set Custom Field to 'True' in Ebsta

1. Open up the Ebsta Console by clicking on the following link:

https://console.ebsta.com

(You will be asked to sign in with your Salesforce credentials) 

2. Click Settings in the top right-hand corner and select Email Sync.

 

3. Click on the Mapping tab.

 

 

 

4. Click the + button.

 

5. Select the newly created 'Ebsta Sync Source' field from the dropdown menu.

6. Check the tick box next to the field to set its value as 'True' and click Save.

7. You will now be able to create a report in Salesforce and add it to your dashboard.