How do I edit a Salesforce record?

Ebsta Support -

Ebsta enables you to edit and update existing Salesforce records without leaving your Gmail inbox or the web page you are on.

How to edit 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 Edit.


3. Update all the relevant record fields and click Save.



Recommended next reading:

How do I open a Salesforce record?

How do I Log a Call?

How do I add a Salesforce field to Ebsta?

How do I remove a Salesforce field from Ebsta?