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

Ebsta Support -

Watch this short video giving you a step-by-step tutorial on how to add Ebsta Sync to your Account, Contact, Lead and Opportunity Page Layouts. Or read our Get Started Guide below.

 

 

Note: These instructions outline how you can add Ebsta Sync to your Account Page Layout. The process is exactly the same for Contact, Lead and Opportunity Page Layouts.

 

1. Click Setup.

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2. Click Customize > Accounts* > Page Layouts.

You can substitute Accounts here for Contacts, Leads and Opportunities, if you wish.

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3. Click Edit next to the correct Accounts* Page Layout.

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4. Select Visualforce Pages, and then select Section.  

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5. Drag it down into the Account* Page Layout.  When it has turned green, you will be able to drop it into the Page Layout.

 

 

6. Add the following properties and click OK.

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7. Select Ebsta from the Visualforce Pages tab and drag it into the newly created Ebsta Section.

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8. Click on the Spanner icon in the Ebsta view. Add the following properties and click OK.

 

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9. Click Save to update the Account* Page Layout.

 

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10. Navigate to the Account* view in Salesforce. You should notice a new Ebsta Section like the one shown below.

Click Sign in with Salesforce.

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11. Users will then need to connect their Inbox.

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Recommended next reading:

How do I connect a Mailbox to Ebsta Sync? (with video)

How do I connect a shared Mailbox to Ebsta Sync?