Available to: Ultimate
Requirements: Installation requires Salesforce Administrator credentials.
If you haven't already done so, you need to install Ebsta's Web Component into Salesforce.
If required, install steps can be found in this article:
1. Navigate to the Opportunity Object, click the Settings cog and select Edit Page.
2. This opens up the Lightning App Builder. Click the Ebsta Lightning Component from the menu and drag it into the required position onto your Page.
Note: We recommend adding it to the right-hand side bar for optimum usability.
3. Adjust the height (recommended value is 800) and then click Save.
4. Once you have saved the changes and activated them to your Page, you will be prompted to log in to the Ebsta web component.