Calendar sync overview
Yoxel allows synchronization of reoccurring events, deletions, meeting attendees, event and meeting attachments, reminders and updates. Note, the reoccurring event syncs a master event and exceptions which allows users to update series in Office 365 and Salesforce.
To start the calendar sync you need to allow Yoxel to access Salesforce and Office 365 calendars and then to create calendar sync rules.
Allowing Yoxel to sync calendars
To allow Yoxel to sync calendars you need to navigate to the Yoxel tab, expand Salesforce and Office 365 services, and make sure that Calendar sync is selected for both services. After selecting Calendar sync modules, click the Save button.
Creating calendar sync rules for Salesforce
To setup the Salesforce calendar rule, expand the calendar rules section for Salesforce. Yoxel users can setup calendar sync using the following rule:
You can sync up to one year of past events and two years of future events. By selecting “Sync private events” option you will authorize Yoxel to sync your private events to and from Salesforce. Only you and administrators will see the private events in Salesforce.
To enable bi-directional sync select "Allow updating, creating, deleting". And to enable one-way sync from Salesforce to Office 365 select "Prevent any modifications" option. This option will not allow Yoxel to sync any changes you make to Salesforce events in Office 365 back to Salesforce.
"Ignore attendees from these domains when establishing contact/lead relations" allows users to specify domains that should be ignored when a relation of synced meetings is established in Salesforce. It is a good idea to add in this filed all internal email domains, plus any domains of partners and people you work with that are outside of your company and are not clients, for example, agencies, consultants and contractors. Each domain should be separated by a comma.
Relation of synced meetings to existing contacts/leads, accounts and opportunities in Salesforce is based on matching attendee email addresses to leads/contacts.
Creating calendar sync rules for Office 365
To setup Office 365 calendar rule, expand calendar rules section for Office 365:
For Office 365 you can enable Yoxel to sync either all your events, “All events from my primary calendar” option, or only those that are assigned to a certain category, “Only events assigned this category” option. The formatting of the category names is case sensitive and should be specified exactly as it is in Office 365. Yoxel will append by default the category that you specify for syncing to all events synced from Salesforce to Office 365.
The calendar sync rule for Office 365 has the same time range as Salesforce calendar sync rule. You can sync up to one year of past events and two years of future events.
"Sync Salesforce meetings as" options allow users to choose whether they would like Yoxel to create Office 365 meetings (with attendees) or events (without attendees). By selecting the first option, “"Meetings with attendees", Salesforce meetings will be migrated to Office 365 with all attendees listed and invited and every time the meeting is updated from Salesforce to Office 365, an automated Office 365 notification will be sent to all the attendees. By selecting the second option, "Non-meeting events", invitations will not be sent out, and the meetings will be synced from Salesforce to Office 365 without attendee list.
To enable bi-directional sync select "Allow updating, creating, deleting". And to enable one-way sync from Office 365 to Salesforce select "Prevent any modifications" option. This option will not allow Yoxel to sync any changes you make to Office 365 events in Salesforce back to Office 365.