Note: You need to be a Salesforce Administrator to install and connect Ebsta to your Salesforce account.
Otherwise book a demo with our team
Click on the button to be taken to new window:Install into Salesforce
You will be presented with the standard installation screen:
Check Install for all Users and then click Install.
Approve Third-Party Access by checking Yes, grant access to third-party web sites, then click Continue.
Wait for the install to complete.
Once the installation is complete, check the I agree to the Ebsta terms and conditions box and click Connect Ebsta to Salesforce.
Grab a Demo and lets us also help you get the best features from the product demo with our team