How to add User Score Reporting to Record Pages

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  1. Edit page layout, go to "Related lists" and drag the Ebsta User Score object that connects to the object you're looking at.
Standard Object Ebsta User Score Object
Account Account Ebsta User Score
Contact Contact Ebsta User Score
Lead Lead Ebsta User Score
Opportunity Opportunity Ebsta User Score

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  1. Click on the wrench icon to edit the fields presented in the related list, add the recomended fields listed below and click "OK".

    Recomended Fields:

    • User
    • Ebsta Score
    • Last Email Sent
    • Last Email Received image
  2. Save the layout. image

  3. This will now be added to the standard related lists on the object's lightning record page. image

How to surface this elsewhere on the lightning record page.

  • Drag the "Related List - Single" component onto the layout and select the coresponding Ebsta User Score object for the record (see above legend) and then click "Save". image