Ebsta

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Ebsta Quick Start Guide

The Ebsta bar alerts you to Salesforce records that relate to the LinkedIn profile you are viewing and provides a summary of key information.

It’s worth noting that if the person is associated to an Account, the Ebsta bar will show the latest Opportunities and Activities related to that Account, and not the Contact.

To view the Salesforce record in full, simply click on any of the links in the bar.

The Ebsta bubble provides a quick and easy way to access your Salesforce instance inside any web page.

Click on the Ebsta icon Ebsta in the top right hand corner of your Chrome window to open the Ebsta bubble.

From here, you can search Salesforce, view records, manage tasks, Chatter and more without leaving the web page you are on.

Ebsta allows you to run a search in Salesforce against any text you highlight on the web.

Simply highlight the key word(s) of interest, hit right click on your mouse and select Ebsta Search.

The Ebsta bar will then drop and let you know if Salesforce found any matches.

You can then reveal the results by clicking on the Ebsta icon Ebsta in the top right hand corner of your Chrome window.

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