Getting started with Yoxel Sync

1. Install Yoxel Sync from AppExchange. Make sure you're installing the package 'FOR ALL USERS'!

• Installing Yoxel

2. Add a package license for yourself (admin) and other users.

• Adding and removing users

3. Configure the sync for your team (default template).

• Yoxel Sync admin configuration

4. Test Yoxel Sync

• Testing Yoxel Sync (for admins)

5. Help your users activate the sync:

• Adding Yoxel Sync tab

6. Manage existing users

• Managing Yoxel Sync users

7. Install Yoxel Outlook and Gmail addons

• Installing Yoxel Outlook add-in

• Installing Yoxel Gmail plugin

Interested in sending workflow signals to your messaging apps? See this article: Configuring Salesforce Flow signals