Requirements: Ebsta's managed package needs to be installed by a Salesforce Admin & deployed to relevant Page Layouts.
Follow these steps to connect your mailbox to Ebsta and begin a sync of emails that will display against records in Salesforce.
1. Open a record where Ebsta has been added to the Object's Page Layout e.g. Account record and scroll to the Ebsta window.
2. Check the box to agree to terms and conditions and click Sign in with Salesforce.
3. Select the mailbox type you wish to connect to Ebsta.
4. Sign in with your mailbox username and password.
5. Your mailbox will now be connected to Ebsta. Click the down arrow next to your user name in the top right-hand corner of Ebsta.
The connected mailbox will be displayed here.
6. To connect additional mailboxes, click Connect Email Account in the dropdown menu and then repeat steps 3 & 4 above.
