How do I enable Ebsta Sync's Reporting?

Ebsta Support -

You will need to be a Salesforce Administrator to turn on Ebsta Sync's Reporting.

 

1. Click on the Ebsta Tab.

Note: If it isn't visible, please click on the + Button in the Tab Ribbon and then choose Ebsta

 

 2. Click Reporting Settings.

3. Turn Ebsta's Reporting ON.

 

4. Choose your Reporting Settings options:

 

'User Email Activity' will allow you to track the number of emails your Users send and receive on a daily basis.

Learn more by reading: How do I create a 'User Email Activity' graph?

 

'Salesforce Object Reporting Settings' gives insight into the engagement with particular Objects, including: Accounts, Contacts, Leads and Opportunities.

Ebsta Sync offers Salesforce Object Reporting updates via Custom Fields or Custom Objects.

 

Recommended next reading:

How do I add Ebsta Sync Reporting fields to a Page Layout?

What is Ebsta Score?

How do I use Ebsta Score to track the average for Closed Won & Closed Lost Opportunities?

How do I review Ebsta Score history against a record?

How do I create an 'Ebsta Score vs Opportunity Stage Duration' graph?

How do I create an 'Ebsta Score vs Opportunity Stage' graph?

How do I create an Ebsta Score Trending Table?

How do I create a User Email Activity graph?

How do I create a Team Email Activity graph?