Allowing Yoxel to sync contacts
To allow Yoxel to sync contacts you need to navigate to the Yoxel tab, expand Salesforce and Gmail services, and make sure that Contact sync is selected for both services. After selecting Contact sync modules, click the Save button.
Configuring the contact sync rule for Salesforce
Yoxel users can setup the contact sync using the following rule:
Please note that by selecting "All my contacts" you will instruct Yoxel to sync all contacts assigned to you in Salesforce. By selecting the “Contacts and/or leads tagged with” option you will be able to specify your sync enabling tags for contacts/leads (multiple tags can be specified, separated by comma). The formatting of the tags is case sensitive.
The "Create new person records as" options allow users to instruct Yoxel to sync new Gmail contacts as leads or contacts.
The "Matching company name to Accounts" option instructs Yoxel to create new accounts for those contacts for which accounts do not yet exist in Salesforce. An account will be created based on the 'Company name' field in Gmail. After Yoxel creates a new account in Salesforce all contacts that have matching the 'Company name' fields in Gmail will be assigned to that account.
To enable bi-directional sync select "Allow updating, creating, ..." options. And to enable one-way sync from Salesforce to Gmail select "Prevent any modifications". This option will not allow Yoxel to sync any changes you make in Gmail back to Salesforce.
Configuring the contact sync rule for Gmail
For Google contact sync rule you can choose to either sync all your Google contacts to Salesforce, “All contacts” option, or a subset of these contacts by selecting “Contacts from the group” option. The formatting of the tags is case sensitive and should be exactly as it is used in Gmail.
To enable bi-directional sync select "Allow updating, creating but tag instead of deleting" or "Allow updating, creating, deleting". The "Allow updating, creating but tag instead of deleting" option will place to "YoxelDelete" Google contact group all contacts that were deleted in Salesforce. To enable one-way sync from Google to Salesforce select "Prevent any modifications". This option will not allow Yoxel to sync any changes you make to Google contacts in Salesforce back to Google.