To start task sync you need to allow Yoxel to access tasks and then to configure the task sync rule.


Allowing Yoxel to sync tasks

To allow Yoxel to sync tasks you need to navigate to the Yoxel tab, expand Salesforce and Google Apps services, and make sure that Task sync is selected for both services. After selecting Task sync modules, click the Save button.


Configuring the task sync rule for Salesforce

Yoxel users can setup Task sync using the following rule:


Yoxel syncs all tasks assigned to you either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.


Configuring the task sync rule for Gmail

For Gmail you can enable Yoxel to sync either all your tasks, “All my tasks” option, or only those that are in a certain task list, “All tasks from this task list” option. The formatting of the list names is case sensitive and should be specified exactly as it appears in Gmail.


By default all tasks synced from Salesforce to Gmail will be added to the list that has been specified for syncing tasks from Gmail to Salesforce. Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the “Completed” status.

Yoxel syncs all tasks either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.