1. Install Yoxel Sync from AppExchange.
Make sure you're installing the package
'FOR ALL USERS'.
2. Add a package license for
yourself (admin) and other users.
3. Configure the sync for your
team (default template).
4. For the sync end users (assigned the package license):
- Users can install Yoxel Outlook addin or Gmail plugin (Chrome extension) and check the sync status from the addin's 'Sync' tab.
- Or users can use the Yoxel Sync tab in Salesforce