Configuration
- Creating a Salesforce Flow to Auto-Populate the "Related To" Field on Event Records
- Enable Slack Integration & using Slack from Ebsta
- Set up & Configure Forecast Category in Salesforce
- Set Up Your Forecast Hierarchy in Salesforce
- Enable & Set up Quotas in Salesforce
- Set up Missing Contacts & Out-of-Date Data Alerts
- Set up Out-of-Office & Left the Business Alerts