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  3. Salesforce Integration

Salesforce Integration

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  • Overview of Salesforce Gmail/LinkedIn Integration
  • Searching Salesforce in Gmail/Chrome
  • How to edit a Salesforce record in Gmail/Chrome
  • How to disable the Ebsta for Salesforce Notification Bar in Gmail and LinkedIn
  • How to Log a Call in Salesforce in Gmail/Chrome
  • How to add a Task to a Salesforce record in Gmail/Chrome
  • How to open a record in Salesforce from Gmail/Chrome
  • How to view Open Activities related to a Salesforce record in Gmail/Chrome
  • How to view the Activities History of a Salesforce record in Gmail/Chrome
  • How to add an Account to Salesforce in Gmail/Chrome
  • How to add a Contact to Salesforce in Gmail/Chrome
  • How to add a Lead to Salesforce in Gmail/Chrome
  • How to use Chatter in Gmail/Chrome
  • Using Ebsta on LinkedIn

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