How do I edit a Salesforce record? (with video)

Ebsta Support -

Ebsta Chrome enables you to edit and update existing Salesforce records without leaving LinkedIn.

Watch this short video showing you how to edit existing records in Salesforce from LinkedIn (and create new ones) or read the article below.

 

 

 

How to edit a Salesforce record

1. When viewing a Salesforce record in Ebsta Chrome (whether it's a LeadContact or Account), click Edit in the top right-hand corner of the record viewing window.  

 

 

2. 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? (with video)

How do I add a Salesforce field to the Ebsta Chrome window?

How do I remove a Salesforce field from the Ebsta Chrome window?