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

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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 Pipeline Insights Web Component into Salesforce

Install Ebsta Inbox

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

Troubleshoot

• Whitelist Ebsta's IP addresses in Salesforce
• Enable API access in Salesforce
• Enable access to Ebsta's Visualforce Pages
• Enable access to Ebsta's Apex Classes
• Why do I get a 'this app is blocked by admin' message when connecting Ebsta to Salesforce?
• Why do I get an 'expired authorization code' message when connecting Ebsta to Salesforce?

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