Allowing Yoxel to sync contacts
To allow Yoxel to sync contacts you need to navigate to the Yoxel tab, expand Salesforce and Outlook 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 Outlook 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 Outlook. After Yoxel creates a new account in Salesforce all contacts that have matching the 'Company name' fields in Outlook 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 Outlook select "Prevent any modifications". This option will not allow Yoxel to sync any changes you make in Outlook back to Salesforce.
Configuring the contact sync rule for Outlook
For the Outlook contact sync rule you can choose to either sync all your Outlook contacts to Salesforce, “All contacts” option, or a subset of these contacts by selecting “Contacts of this category” option. The formatting of the category name is case sensitive and should be exactly as it is used in Outlook.
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 add "YoxelDelete" Outlook category to all contacts that were deleted in Salesforce. To enable one-way sync from Outlook to Salesforce select "Prevent any modifications". This option will not allow Yoxel to sync any changes made to Outlook contacts in Salesforce back to Outlook.