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  1. Ebsta Knowledge Base
  2. Install & Configuration

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

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