Install & Configuration

Install Ebsta into Salesforce

• Install & Configure Ebsta in Salesforce: An Administrator Guide
• Install Ebsta into Salesforce
• Add Ebsta to Salesforce Page Layouts
• Add Ebsta to Salesforce Custom Object Page Layouts
• Enable API access in Salesforce
• Enable access to Ebsta's Visualforce Pages

See all 14 articles

Install Ebsta Web Components into Salesforce

• Install Ebsta Lightning Web Component into Salesforce
• Install Ebsta Account Insights Web Component into Salesforce
• Install Ebsta Opportunity 360º Web Component into Salesforce
• Install Ebsta Revenue & Ops Intelligence Insights Web Component into Salesforce
• Install Ebsta Revenue Intelligence Reporting in Salesforce

Install Ebsta Inbox

• Install Ebsta into Chrome
• Install Ebsta into Outlook
• Install Ebsta into Outlook: An Administrator Guide

Configuration of Ebsta in Salesforce

• Set up Search Rules
• Set up Blacklist/Whitelist Rules
• Set up Privacy Controls