How do I install Ebsta Sync?

Ebsta Support -

You will need to be a Salesforce Administrator to install Ebsta Sync and connect it to your Salesforce Org.

 

1. Login as an Administrator to Salesforce.

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2. Go to the following link: https://secure1.ebsta-webservices.com/install.aspx

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3. Check Install for all Users and then click Install.

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4. Approve Third-Party Access by checking Yes, grant access to third-party websites, then click Continue.

 

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5. Wait for the install to complete.

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6. Once the download is complete, check the I agree to the Ebsta terms and conditions box and click Connect to Salesforce.

Note: If the install takes longer to complete, Salesforce will send you an email to confirm once Ebsta has been successfully installed.

 

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7. Give Ebsta permission to connect to your Salesforce account by clicking Allow.

 

 

8. You will now be good to go!

 

 

Recommended next reading:

How do I add Ebsta Sync to Page Layouts? (with video)