Logo
Submit a request
  1. Ebsta Knowledge Base
  2. Ebsta for Salesforce

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

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
  • Why is the Relationship Score the value it is?

Configuration

  • Enable Conversational Intelligence Tool
  • Connect Zoom Account
  • Connect Microsoft Teams Account
  • Enable Slack Integration & using Slack from Ebsta
  • Set up Conversional Intelligence Summaries in Slack
  • Set up & Configure Forecast Category in Salesforce
See all 10 articles

Reporting

  • Enable Ebsta Reporting
  • Add Ebsta Reporting fields to Salesforce Page Layouts
  • Create an Ebsta Relationship Score Object in Salesforce
  • Using Ebsta Relationship Score in Reporting
  • Use Ebsta Relationship Score to track the average for Closed Won & Lost
  • What is Deal Score?
See all 13 articles

Automatically populate Salesforce

Ebsta removes tedious data entry and makes Sales team smarter

START YOUR FREE TRIAL