How do I open a Salesforce record?

Ebsta Support -

Ebsta Chrome enables you to open existing Salesforce records in one click from your Gmail inbox or the web page you are on.


How to open a Salesforce record

1. View a record in Ebsta (whether it's a LeadContact or Account).

If you haven't already done so, we recommend reading the following article:

How do I view a Salesforce record? 


2. Click Open in SF or the record's name (e.g. "James Knowles").



3. The record will then be opened in Salesforce in a new tab.




Recommended next reading:

How do I Log a Call?

How do I add a Task?

How do I view Open Activities?

How do I view the Activities History?