Ebsta for Salesforce

Pipeline Management & Forecasting

• Pipeline Tracker - Ebsta for Salesforce
• Pipeline Insights - Ebsta for Salesforce
• Pipeline Change - Ebsta for Salesforce
• Forecasting - Ebsta for Salesforce
• Forecast Change - Ebsta for Salesforce

Revenue Analytics & Relationship Intelligence

• Team Analytics - Ebsta for Salesforce
• Funnel Analytics - Ebsta for Salesforce
• Account Insights - Ebsta for Salesforce
• Activity Insights - Ebsta for Salesforce

Conversational Intelligence

• Enable Conversational Intelligence Tool
• Set up Conversional Intelligence Summaries in Slack
• Set up Topic Tracking for Conversational Intelligence
• Set up Topic Tracking Alerts
• Connect Zoom Account
• Connect Microsoft Teams Account

Company Network

• Company Network - Ebsta for Salesforce
• Import data to Salesforce using Data Import Wizard
• How to check the success of Bulk Data Load Jobs in Salesforce

Ebsta in Salesforce

• Overview of Ebsta Revenue & Ops Intelligence Insights Web Component in Salesforce
• Overview of Ebsta in Salesforce
• Connect your mailbox to Ebsta
• What is Ebsta's Relationship Score?
• What is Ebsta's Deal Score?

Configuration

• Creating a Salesforce Flow to Auto-Populate the "Related To" Field on Event Records
• Enable Slack Integration & using Slack from Ebsta
• Set up & Configure Forecast Category in Salesforce
• Set Up Your Forecast Hierarchy in Salesforce
• Enable & Set up Quotas in Salesforce
• Set up Missing Contacts & Out-of-Date Data Alerts

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Reporting

• Enable Ebsta Reporting
• Add Ebsta Reporting fields to Salesforce Page Layouts
• Create an Ebsta Relationship Score Object in Salesforce
• Use Ebsta Relationship Score to track the average for Closed Won & Lost
• Create a Days since Last Activity Custom Field
• Create an Ebsta Analysis Dashboard in Salesforce

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