How to record email direction (Inbound/Outbound) when syncing to Salesforce

In order for Ebsta to record the direction emails were sent (Inbound / Outbound) when syncing to Salesforce you need to create two Activity Custom Fields (Inbound/Outbound) and add them to your Task Page Layout in Salesforce.   

Create an Activity Custom Field in Salesforce.

1. Click the Gear icon and click Setup.
   
2. Click Object Manager
3. Click **Activity.

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1. Click Fields & Relationships.
   
2. Click **New.

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1. Select Checkbox as the Data Type and click Next.
   
2. Name the Field 'Inbound', leave the default value as 'Unchecked' and click **Next.

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1. Select which profiles you wish to grant edit access to this field and click **Next.

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1. By default, the new field will be added to both your Event and Task layout.  If you wish to change this use the check boxes*.  Click Save & New.

• You need to have the field added to your Task Page Layout in order to record the Inbound/Outbound direction of emails in Salesforce.

1. Repeat steps 5-9 for 'Outbound' and click Save.
2. Salesforce Administrators now need to ensure these two new fields are mapped correctly in Ebsta's Email Sync setup.  Refer to step 10 in this article:

Set up Email Sync: An Administrator Guide