# Getting started with Yoxel Sync

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

* [Installing Yoxel](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel)

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

* [Adding and removing users](https://helpdocs.yoxel.com/yoxel-sync/adding-and-removing-users)

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

* [Yoxel Sync admin configuration](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-admin-configuration)

4\. Test Yoxel Sync

* [Testing Yoxel Sync (for admins)](https://helpdocs.yoxel.com/yoxel-sync/testing-yoxel-sync-for-admins)

5\. Help your users activate the sync:

* [Adding Yoxel Sync tab](https://helpdocs.yoxel.com/yoxel-sync/adding-yoxel-sync-tab-lightning)

6\. Manage existing users

* [Managing Yoxel Sync users](https://helpdocs.yoxel.com/yoxel-sync/managing-yoxel-sync-users)

7\. Install [Yoxel Outlook and Gmail addons](https://helpdocs.yoxel.com/yoxel-addons/yoxel-outlook-and-gmail-addons)

* [Installing Yoxel Outlook add-in](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-outlook-add-in-for-all-users)
* [Installing Yoxel Gmail plugin](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-gmail-plugin)

\
**Interested in sending workflow signals to your messaging apps?**\
\
See this article: [Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals)


# Getting started with Yoxel Add-Ons

See the overview of the add-in's capabilities:  [Yoxel Outlook and Gmail addons](https://helpdocs.yoxel.com/yoxel-addons/yoxel-outlook-and-gmail-addons)\
\
The full range of capabilities, including 'convert a lead', 'log event', and 'automatic sync' can be activated by installing Yoxel Workspace sync: [Getting started with Yoxel Workspace Sync](https://helpdocs.yoxel.com/)\
\
\
1\. Install Yoxel Salesforce Add-On:

* [Installing Yoxel Gmail plugin](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-gmail-plugin)<br>
* [Installing Yoxel Outlook add-in (for yourself)](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-outlook-add-in-for-yourself)<br>
* [Installing Yoxel Outlook add-in (for all users)](https://helpdocs.yoxel.com/yoxel-addons/installing-yoxel-outlook-add-in-for-all-users)

\
2\. Follow the login prompts to activate the app.

* Confirm your mailbox id<br>
* Log into your Salesforce account

<figure><img src="/files/mbdLLTbG1cIdAekwamWE" alt="" width="302"><figcaption></figcaption></figure>

3\. Select an email/thread to view in Outlook/Gmail and the add-in will surface a relevant CRM lead or contact. You will be able to edit/delete the CRM record, convert a lead, created a task, log a call.

<figure><img src="/files/lQz7kLA5Wqap79LeOjP5" alt=""><figcaption></figcaption></figure>

4\. Go to the **'Home'** page to see all related CRM objects and log an email:

<figure><img src="/files/tJfMQ6mEL7pFWB7zPpYC" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3LJfyYPTeyrQKeVo6r49" alt=""><figcaption></figcaption></figure>

5\. Quick-create CRM records

<figure><img src="/files/2KqkUsHwYjg3zbEaNcAZ" alt=""><figcaption></figcaption></figure>

6\. Check status of the automatic sync (email, calendar, contacts, tasks)

<figure><img src="/files/7C7GtOTd0Gwqny3q2LTo" alt=""><figcaption></figcaption></figure>

7\. Activate [Follow-Up robot](https://helpdocs.yoxel.com/yoxel-addons/follow-up-robot) to increase the rate of response.\
\
8\. [Share availability and schedule meetings](https://www.yoxel.com/blog/salesforce-schedule-meetings/).\
\
9\. [Convert leads](https://www.yoxel.com/blog/salesforce-convert-lead/).\
\
10\. [Log email and create opportunity](https://www.yoxel.com/blog/salesforce-log-email-create-opportunity/).


# Getting started with Yoxel Signals

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Google Workspace, Microsoft Teams, Slack, giving your CRM admins control over the configuration of data signals.

### **Related Articles**

***

* [Getting Started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/workflow-signals)\
  Step-by-step guide to set up Yoxel Signals for Google Workspace.
* [Getting Started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-ms-teams)\
  Learn how to integrate and configure Yoxel Signals for Microsoft Teams.
* [Getting Started with Yoxel Signals for Slack](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-slack)\
  Instructions for setting up Yoxel Signals with Slack.


# Yoxel Sync - Custom sync solution for Outlook and Gmail

Yoxel Sync is a highly configurable rule-based sync of email, calendar events, contacts. See its AppExchange listing [here](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ).

### Automatic email logging

***

Yoxel automatically scans user inboxes and Salesforce accounts to discover and keep track of ongoing communications with clients.

<figure><img src="/files/HNKWyygdhiPSp1JJZgqz" alt=""><figcaption></figcaption></figure>

* Automatic exclusion of internal communications<br>
* Additional configurable email exclusion rules<br>
* De-duplication of emails received by multiple users<br>
* Automatic addition of new business contacts that are cc’d on emails as contacts in Salesforce<br>
* All logged emails are organized by their original email threads under the ‘Conversations’ tab in Salesforce

#### **Logging emails to any object!**

The sync allows you to configure custom rules of selecting any Salesforce object as a related object for logged emails.&#x20;

1. Define email data extraction rules<br>
2. Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)<br>
3. Define custom lookup rules using the data extracted from the email. <br>

{% hint style="success" %}
*For example, the following case could be implemented: look for a specific ID pattern in a Subject line of emails, use the extracted ID to find a Case object or a custom object that has the ID in a certain field.*
{% endhint %}

### Bi-directional calendar sync

***

<figure><img src="/files/w9i6LftKIzl0BtQyf2W9" alt=""><figcaption></figcaption></figure>

* Bi-directional or uni-directional sync modes are available<br>
* Meetings can get associated with the right CRM records (leads, contacts, opportunities) automatically.<br>
* Automatic addition of new business contacts that are meeting attendees as contacts in Salesforce.<br>
* Automatic lead conversion upon attendee matches<br>
* “True” recurring event syncing is supported using Classic Salesforce series.  The sync allows users to update series in Outlook and Salesforce<br>
* Additional field/value  filter for selecting which user events to sync from Salesforce<br>
* Default field/value setting for new events created by the sync

#### **Logging events to any object!**

The sync allows you to configure custom rules of selecting any Salesforce object as a related object for synced events.&#x20;

1. Define event data extraction rules<br>
2. Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)<br>
3. Define custom lookup rules using the data extracted from the events <br>

{% hint style="success" %}
*For example, the following case could be implemented: look for a specific ID pattern in a Location line of events, use the extracted ID to find a custom object that has the ID in a certain field.*
{% endhint %}

### Bi-directional contacts sync

***

<figure><img src="/files/wibo5Lol7XLerHBpvu4C" alt=""><figcaption></figcaption></figure>

* Bi-directional or uni-directional sync modes are available<br>
* Similarity analysis is run in every sync cycle to prevent creation of duplicate records.<br>
* Additional field/value filter for selecting which contacts to sync from Salesforce<br>
* Default field/value setting for new contacts created by the sync<br>
* Can sync additional email/phone/address fields<br>
* Non-standard Salesforce field mappings can be configured by the Yoxel support team


# Installing Yoxel

### Start installation

***

To begin using Yoxel Sync you will need to install the trial version of the application from AppExchange. After 30 days, unless licenses are purchased, the app will stop functioning and you will not be charged.<br>

To install a trial version of Yoxel, visit the Yoxel AppExchange listing:

1. Go to the [Yoxel listing on AppExchange](https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ).
2. Click the **Get It Now** button.

<figure><img src="/files/QBjAoqM5oUyemmyegw2f" alt=""><figcaption></figcaption></figure>

When you signup for the 30-day free trial you will gain access to the "every 10 minute" sync. If you would like to test more frequent synchronization, please contact us at <support@yoxel.com>.

### Sign in

***

If prompted, sign in using your Salesforce credentials. You may already be logged in. If so, continue to the next step.

<figure><img src="/files/RmQ1aVmGbrOKRp6UBpYU" alt=""><figcaption></figcaption></figure>

### Choose install location

***

Tell Salesforce whether you are installing to a Production or Sandbox environment. Unless you have a sandbox account and plan to test that way, we recommend you choose **Production**.

<figure><img src="/files/aHWTLczrVbvHB8FwbhkL" alt=""><figcaption></figcaption></figure>

**Sandbox:** allows you to use apps in a “test” environment, separate from your live production org. You must have admin access to your sandbox in order to install an app in the sandbox. When installed in the sandbox, there is no expiration date for the trial version of Yoxel.\
\
**Production:** your “live” production environment allows for easier conversion from trial licenses to active license without the need to reinstall application and recreate sync settings.

### Agree to terms and confirm the installation

***

This page confirms the installation version of Yoxel and the account being installed into. You are given the opportunity to read the Yoxel terms of service before you continue. Confirm the information, check the box to agree to the terms, and then click **Confirm** and **Install**.

<figure><img src="/files/YBlVkbef3lDDf00XViUJ" alt=""><figcaption></figcaption></figure>

Once you have agreed to the Terms and Conditions, you will be asked to confirm the installation. You will be asked for your credentials again. Input them and continue.

### Package details & access levels

***

Inside your Salesforce org, you have a chance to review the package details and choose the application access level. It is up you to decide which profiles will be given access to Yoxel. You can start with just admins, give all users full access, or choose access for specific profiles.&#x20;

{% hint style="info" %}
Note that Yoxel is handled with licenses; nothing is visible to a user until a license is assigned.
{% endhint %}

&#x20;Click **Install** when finished.

<figure><img src="/files/neNO2cqF7taJxH6udtJo" alt=""><figcaption></figcaption></figure>

### Remote sites

***

Yoxel communicates with Salesforce cloud service (Heroku) and internal database; permissions to those sites are packaged in the application. You must confirm the settings to continue with the installation.

<figure><img src="/files/uL4aZcwbp4qtOHIrDtjd" alt=""><figcaption></figcaption></figure>

### Install completion

***

You'll be taken to the processing screen while Yoxel installs. It should not take more than a few minutes for the process to be completed.

<figure><img src="/files/FOD53b15lQ6QSRZACjoZ" alt=""><figcaption></figcaption></figure>

Click on the **Done** button and proceed to the next steps.

### Next steps

***

After a successful installation, continue to [Yoxel Sync admin configuration](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-admin-configuration).


# Adding and removing users

Assigning a license for a user can be done on the Manage Licenses page for the Yoxel Sync package. Here you can select new users and remove licensed users.

<figure><img src="/files/QdB9D0c9xw3tygEn8In5" alt=""><figcaption></figcaption></figure>

Proceed to [Setup](https://na25.salesforce.com/setup/forcecomHomepage.apexp?setup) > Click [Installed Packages](https://na25.salesforce.com/0A3?setupid=ImportedPackage) (see link on the left in the App Setup section below the Salesforce toolbar) > Click **Manage Licenses** underneath the Action Column > Select Add Users or Remove multiple users.

<figure><img src="/files/fqfE1afVpRomInZjaav2" alt=""><figcaption></figcaption></figure>

Click **Add Users** to include new users to Yoxel and select who you want to give licenses. Click either A**dd All Users** or **Add** button. You will only be allowed to add users up to your Allowed Licenses total. You can purchase additional licenses by following steps in this [article](https://helpdocs.yoxel.com/yoxel-sync/how-do-i-cancel-my-subscription).\
\
After adding a user, the user should be able to access the [Yoxel Sync tab](/yoxel-sync/adding-yoxel-sync-tab-lightning). If a user has any issues accessing the tab, check their profile settings to ensure they have the correct permissions: [Enabling users to access Yoxel](https://helpdocs.yoxel.com/yoxel-sync/enabling-users-to-access-yoxel).\
\
Once you've finished assigning the licenses visit the **'Configure'** page of the Yoxel Sync package and go to '[User management](https://helpdocs.yoxel.com/yoxel-sync/managing-yoxel-sync-users)' menu. You can activate the sync for the newly licensed users from this page. Click **'Add new users'** link to do so.

<figure><img src="/files/NcLS6PWRwI0QBS8GloY5" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Note: If you have installed Yoxel for Salesforce with access to admins only, users with other profiles will see a message saying that they are "Unable to access Yoxel data" when accessing Yoxel. To ensure that these users have Yoxel tab and application access see this* [*article*](https://helpdocs.yoxel.com/yoxel-sync/enabling-users-to-access-yoxel)*.*
{% endhint %}


# Change log

The Yoxel Sync AppExchange Listing includes a Salesforce package, CRM sync logic, and addons like the Outlook add-in and Gmail plugin. The change log covers updates, new features, and fixes.

Yoxel Sync [AppExchange Listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ) consists of the following components:

1. Salesforce package - provides native Salesforce UI to control the sync and the addin configurations. Also provides Flow action for integrating with Google Spaces and MS Teams.
2. Sync - CRM Sync logic
3. Addons - [Outlook addin and Gmail plugin](/yoxel-addons/yoxel-outlook-and-gmail-addons) (Chrome extension)

***

#### 2.160 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000Osbd\&isdtp=p1)), May'26

We've introduced new monitoring and troubleshooting features to help administrators better identify and resolve synchronization issues.

* **Series Filtering:** Added the ability to view only recurring event series for easier investigation of synchronization issues.
* **Sync Owner Identification:** New column displaying the user or sync connection responsible for updating Salesforce records.
* **Sync Status Alerts:** Sync owners are visually flagged when their synchronization is disabled or encounters errors.
* **Last Update Visibility:** Added tracking of the most recent synchronization update to assist with diagnostics and support.
* **Attribution Accuracy Improvements:** Improved event-to-sync association logic for more reliable troubleshooting and reporting.

#### 2.158 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000ZmZ9)), Mar'26

**Sync & Add-in:** New Capabilities<br>

* **Online Meeting Transcript Logging:** Automatically log meeting transcripts and AI-generated summaries (for supported licenses) directly to Salesforce as attachments, ensuring every conversation detail is preserved ([Meeting Transcript Sync](https://helpdocs.yoxel.com/yoxel-sync/meeting-transcript-sync)).
* **Email Thread Sync Mode:** A new “Identify & Follow” sync capability. Once a user manually logs a single email from a thread using a Yoxel add-in, the system will automatically sync all subsequent emails in that specific thread.
* **Collective Availability Sharing:** From the Yoxel add-in, users can now share scheduling links that reflect the combined availability of multiple internal team members, making it effortless to coordinate multi-person discovery calls or demos.

**Addons:** Improvements<br>

* **Scheduler Enhancements:** The booking profiles (event types) UI now allows users to specify a “buffer time” between meetings to prevent back-to-back scheduling.
* **Follow-up Bot:** Automated follow-up emails sent by the bot are now delivered in full HTML format for better branding and readability.
* **Open-Tracking:** Significant performance and reliability improvements to the email open-tracking engine.

#### 2.153 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000f8oq)), Oct'25

The Yoxel Sync package has been updated with two key new features:

* **Org-Level Reporting**: New reports to help administrators and sales operations improve CRM data quality and identify missing follow-up emails.
* **Admin Sync Hub (beta)**: A new centralized dashboard for Salesforce administrators to manage organization-wide syncs, configure new integrations, and monitor sync health.

This update shifts the product focus from individual user syncs to providing organizational visibility and control.

#### 2.145 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000edjc)), July'25

This release introduces major improvements in user management and visibility tools for Yoxel admins and managers:&#x20;

* **Updated User Management UI** provides further details of a user sync status and captured data.
* **New "Yoxel Manager" tab** allows "managers" (non-admin users) to access the User Management UI
* **Open-tracking sync support** — syncing of open-tracking data from the add-ons is now available.
* **Log-email form customization** allows customization of the log-email form.

#### 2.139 Flow Signals, Mar'25

* **Addons:** Gmail plugin ([Chrome extension](https://chromewebstore.google.com/detail/gmail-addon-for-salesforc/adelbnepkcbhmnmdcohmpgflfghiidop)) migrated to v3 manifest, and our Chrome store listing is now open to public. A free version is available too.

#### 2.139 Flow Signals, Jan'25

* **Addons:** Outlook addin has been migrated off of deprecated Microsoft id-tokens.\
  All users were prompted to login again.

#### 2.139 Flow Signals, Dec'24

* **Addons:** Bug fixes in the pinned compose mode of Outlook addin
* **Sync:** Enabled open tracking syncing from the addons to SFDC.

#### 2.139 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000dIfv)), Nov'24

* Fixed broken pagination for template users, causing user sync deactiovations.
* **Addons:** Improved email signature parsing, more job titles are recognized.

#### 2.138 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000dAnF)), Oct'24

\- Excluding Customer Portal users from the template and user management. This addressed an issue for organizations with thousands of such users.\
\- Salesforce Flow Action APEX callout issue fix

#### 2.135 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000Vuw8)), Dec'23

\- Minor admin UI fixes

#### 2.134 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F12x)), Oct'23

\- Full-fledged Salesforce email template rendering for Yoxel addons\
\- **Addons:** Reply using email template / Email using email template

#### 2.133 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000002NzE)), Jun'23

\- In-package API version upgrades.\
\- EmailMessage trigger improvements.

#### 2.130 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F0TC)), Feb'23

Yoxel Sync is renamed to Yoxel Workspace Sync.\
\
\- Minor security-related package updates.\
\- Passed Salesforce security re-review!\
\- Yoxel Signals for Slack: [Getting Started with Pebbles](https://helpdocs.yoxel.com/pebbles/getting-started-with-pebbles)

#### 2.128 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F0Fv)), Aug'22

Yoxel Sync is renamed to Yoxel Workspace Sync.\
\
This 'Flow Signals' release adds Salesforce Flow support, allowing organizations to deliver key revenue signals to the workspace messaging apps: MS Teams, Google Workspace, Webеx,...\
\
[Getting started with Yoxel Signals](https://helpdocs.yoxel.com/getting-started-with-yoxel-signals)\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals)\
\
Salesforce Flow triggers can also be used to initiate the calendar and contacts sync making the sync more "real-time".

#### 2.117 E2A (Aurinko) ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000009Rxs)), Mar'22

**Custom sync:** [Yoxel Sync - Custom sync solution for Outlook and Gmail](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-custom-sync-solution-for-outlook-and-gmail)\
\
\- **Email to Anything** - route email logging to any standard or custom Salesforce object.\
\- **Event to Anything** - route calendar syncing to any standard or custom Salesforce object.\
\- Field-based filter for contacts and calendar sync.\
\- Default field/value settings.\
\
**New capabilities:** [Yoxel Outlook and Gmail addons](https://helpdocs.yoxel.com/yoxel-addons/yoxel-outlook-and-gmail-addons)\
\
\- Fully revamped look and feel.\
\- Addon customizations (i.e. custom log event forms, menus), managed from the Yoxel Sync package.\
\- Scheduler - share availability and simplify meeting booking.\
\- Email templates.\
\- Email open tracking.\
\- List views.

#### 2.103 New Admin Config ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000009QlO))

**New capabilities:**\
\
\- New Configuration UI under 'Configuration' link in 'Installed Packages'.\
\- Simplified template setup wizard.\
\- Outlook/Gmail addin setup included.

#### 2.81 Winter 2019

**New capabilities:**\
\
\- New option "Convert matched leads to contacts" for automatic lead conversion when syncing meetings to Salesforce.\
\- New option "Require a CRM record match" to prevent unrelated event syncing.\
\- New option "Sync meetings only" to consider only Outlook/Gmail meeting for syncing.\
\- New option "Sync internal attendees only" when creating group events in Salesforce.\
\
**Enhancements:**\
\
\- Security updates related to communicating with the sync API.\
\- Improved conflict resolutions during the recurrent event sync improvement.\
\- Various performance improvements.

#### 2.77 Winter 2019

**New capabilities:**\
\
\- Admin level G Suite authorizations - service account flow. Yoxel admins can now specify G Suite service account credentials at a G suite template level to eliminate the need for user based  authorizations.\
\- Admin level Office 365 authorizations - service/daemon OAuth2 flow. Yoxel admins can now ask Office 365 admins to approve Yoxel Sync at a template level to eliminate the need for user based authorizations.\
\
**Enhancements:**\
\
\- Html content logging is available when using the 'Enhanced email' mode.\
\- Logging email and event attachments as Files is supported. Ask Yoxel support to activate!\
\- Recognizing Salesforce sent emails to prevent duplicate logging.\
\- Using Exchange server push notifications for better deleted items detection.\
\- Ownership transfer for meeting series synced to Salesforce "via attendee".\
\- Many recurrent event sync improvement.

#### 2.69 Spring 2018

**New capabilities:**\
\
\- '[Enhanced email](https://releasenotes.docs.salesforce.com/en-us/summer16/release-notes/rn_sales_productivity_email_platform_features.htm)' support. Yoxel can now log emails as EmailMessage records. Ask Yoxel support to activate!\
\- Supporting '[Admin approved OAuth2 pre-authorizations](https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_security_identity_control_oauth_app_policies.htm)' available for connected OAuth2 apps. \
\- Template level email filters.\
\
**Enhancements:**\
\
\- Improved email thread scan, discovery, filtering (G Suite, Office 365, MS Exchange)\
\- Logging prevention of sensitive Outlook emails\
\- Special processing for email threads without a response (potential spam prevention)\
\- Improved sub account matching: taking into account contact's country, postal code, city\
\- Disabling contact syncing for 'Personal' category/group\
\- More calendar sync modes: sync meetings only & require a CRM record match\
\- More flexible customizations: RecordTypeId dependent value settings, conditional updates\
\- Various performance improvements<br>

#### 2.58 Winter 2017

**Major new capabilities:**\
\
\- "True" recurring event sync\
\- Yoxel Mailbox Assistant (Gmail plugin / Office 365 add-in) awareness (know what emails have been logged manually)\
\
**Enhancements:**\
\
\- Better error analysis and more conservative email notification for sync errors\
\- Performance enhancements for massive email rescans and contact/event/task syncs\
\- Disabling private contact creation (an account match is required now)\
\- Allowing new contact creation when an account match is detected\
\- Enhanced account matching by email domain vs. website comparison\
\- Birthdate sync enabled for contacts\
\- Enabling Birthday calendar syncing\
\- Skip syncing for private Outlook contacts\
\- Introduced a mode to ignore incorrect Country/State codes\
\- Introduced internal vs. external user separation for attendee syncing and relating\
\- Introduced a mode for not storing syncEnabled=false event descriptions in Yoxel database\
\- Better handling of a group event turning "private"\
\- Lead relation for logged emails to win over email thread based opportunity relation\
\- More flexible field mappings and default field/value settings for custom configurations\
\
**Bug fixes:**\
\
\- A number of improvements related to a group-event attendee syncing\
\- Canceled child event (attendance) is recreated in Salesforce\
\- Account matching by association (when other similar domain contacts are found) using false positives\
\- Not recognizing a lead conversion in one sync


# Yoxel Manager Tab in Salesforce

A dedicated interface for team managers to monitor user sync activity, identify issues — all from within Salesforce.

The **Yoxel Manager** tab provides a centralized workspace for managing synchronization settings and user access directly within the Salesforce interface. By integrating these tools into the main navigation, Yoxel streamlines administrative workflows and increases visibility for team leads.

### Key Capabilities

***

* **For Managers (Non-Admins):** Grants "manager" users direct access to the User Management UI. This allows team leaders to oversee their members and manage sync status without needing full Salesforce System Administrator permissions.
* **For Admins:** Provides instant access to sync controls and configuration settings from the primary Salesforce menu, removing the need to navigate through the **Installed Packages** section in Setup.

By surfacing these essential controls as a standard tab, the Yoxel Manager ensures that connection health and seat management are always just a click away.

### Where to Find the Yoxel Manager Tab

***

<figure><img src="/files/Ncezp404BTGPQgBtGJ5e" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mVUTwewwUsOaifUS8TEU" alt=""><figcaption></figcaption></figure>

### Overview

***

The **Overview** tab provides a quick starting point for setting up and managing Yoxel.

This section is primarily informational and helps onboard new admins.

<figure><img src="/files/k0cbHYf7CJC7tsdWq4wt" alt=""><figcaption></figcaption></figure>

### Sync Templates

***

The **Sync Templates** section allows admins to define, manage, and assign synchronization configurations for users.

A template is a predefined set of rules that determines how data is synced between Salesforce and external providers (such as Google or Microsoft).

<figure><img src="/files/qds3ZjZ2aLyxCLlwKKSz" alt=""><figcaption></figcaption></figure>

Each template defines what type of data is synchronized and how the sync behaves.

**Sync configured for**

Within a template, you can specify which data types are included in sync:

* **Calendar**
* **Contacts**
* **Tasks**
* **Email**

Admins can enable one or multiple data types depending on business needs.

<figure><img src="/files/VgZHWbYcFOKiHDX5tDq1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3PVRchGZAcbcEEudHPtz" alt=""><figcaption></figcaption></figure>

#### Assigning Users to a Template

Templates are applied to users directly from the template configuration.

**Add users**

Admins can assign users by clicking **Add users** and selecting who should be included in the template.

Users can be selected:

* individually from the list
* by filtering based on **profile**
* by selecting multiple users at once

This makes it easy to apply the same configuration to entire teams or roles.

<figure><img src="/files/e0np5xx1n6tBpAOFd5rU" alt=""><figcaption></figcaption></figure>

#### Why Templates Matter

Templates are the foundation of scalable sync management in Yoxel.

Instead of configuring each user manually, admins can define rules once and apply them to multiple users.

This allows you to:

* quickly onboard new users
* maintain consistent sync behavior
* update configuration centrally
* reduce errors and misconfiguration

For more information, see the documentation: [Yoxel Sync admin configuration](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-admin-configuration).

### Sync Reporting

***

The **Sync Reporting** section provides visibility into synchronization activity and system performance.

It helps identify issues, track usage, and understand how sync behaves across the organization.

#### What you can monitor

* Sync activity over time
* Number of synced records (emails, events)
* Success vs failed sync operations
* Error trends and patterns

<figure><img src="/files/6GIUKoqMDz0BWQuWHERj" alt=""><figcaption></figcaption></figure>

### User Management

***

The **User Management** section allows managers and admins to monitor sync activity and user status.

#### What you сan see

* List of users
* Sync status (enabled/disabled, last activity)
* Assigned template
* Flags (badges) indicating sync health and roles

#### Flag (Badge) Meanings

| Flag           | Description                            |
| -------------- | -------------------------------------- |
| sync enabled   | Sync is active                         |
| error          | Sync error occurred (e.g., auth issue) |
| has addin      | Gmail or Outlook add-in is installed   |
| admin          | User has admin permissions             |
| manager        | User is a team manager                 |
| package issues | Salesforce package issues detected     |
| data issues    | Problems with data mapping or fields   |
| active         | User is actively syncing               |

For more information, see the documentation: [Managing Yoxel Sync users](https://helpdocs.yoxel.com/yoxel-sync/managing-yoxel-sync-users).

### Inbox Add-ons

***

The **Inbox Add-ons** section provides access to installation and usage of Yoxel email integrations.

Yoxel supports:

* Gmail add-on
* Outlook add-in

<figure><img src="/files/UfaRD9GQDpq7vtRhXwoJ" alt=""><figcaption></figcaption></figure>


# Yoxel Sync admin configuration

### Prerequisites:

***

* Yoxel Sync package is installed.<br>
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).

\
1\. In Salesforce Setup, on the **'Install Packages'** page find Yoxel Sync and click '**Configure':**

<figure><img src="/files/ZA94qZMTkaNvYAKJrJIG" alt=""><figcaption></figcaption></figure>

2\. You will be taken to the Yoxel Sync setup page. Go to the **'Sync templates'** menu:

<figure><img src="/files/mCJhxiaSalaoJXzRXoDt" alt=""><figcaption></figcaption></figure>

3\. Then click **'+ Create new template'** to select a type of sync you want to configure (Office 365, MS Exchange, G Suite):

<figure><img src="/files/yThbaNmO1zimgZMCrP4s" alt=""><figcaption></figcaption></figure>

4\. Now start configuring your new template, i.e. Office 365. The first step is choosing a Salesforce authorization mode. To use the admin level authorizations you need to prepare additional configurations:

* [Salesforce: Activating admin approved pre-authorizations mode](https://helpdocs.yoxel.com/yoxel-sync/activating-admin-approved-pre-authorizations-mode)

<figure><img src="/files/92nIj6ntrfDuyewyRlDS" alt=""><figcaption></figcaption></figure>



5\. Scroll down and choose an authorization mode for the mailbox connections. If you choose 'self-authorizations' mode for your users you want to list allowed email domains and can move further.

{% hint style="info" %}
*Note: Your Office 365 admin should be available to authorize in the admin mode.*
{% endhint %}

<figure><img src="/files/ytKvfaCV7y844XsENI3r" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Note: to sync G Suite emails you need to activate the admin level authorization mode. Prepare a service account key file first:* [Setting up G Suite service account](https://helpdocs.yoxel.com/yoxel-sync/setting-up-g-suite-service-account)
{% endhint %}

<figure><img src="/files/JuaSaIgAffgVoU7c3HUZ" alt=""><figcaption></figcaption></figure>

MS Exchange authorization settings will require entering an EWS url:

* Check your current Outlook account settings: Account Settings->\[choose account]->More Settings->\[select Connection tab]->Exchange Proxy Settings. For Mac Users, try the Outlook Preferences-->Accounts-->\[choose account]--->Advanced

<figure><img src="/files/RWE033afqXMJolNS6SId" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
*Admin mode: Your MS Exchange admin should prepare a special service login with impersonation permissions.*
{% endhint %}

6\. Scroll further down to the Email sync settings.

{% hint style="info" %}
*Note: For the G Suite sync this is available only in the the admin level authorization mode.*
{% endhint %}

* Emails can be logged to a standard Salesforce object like Opportunity or Case, or any custom object.<br>
* Specify all your email domains so that the sync could exclude internal email communications.<br>
* Specify any additional exclude rules if want to make sure certain categories of emails are never logged to Salesforce.

<figure><img src="/files/pMU0klniv193GaeHer92" alt=""><figcaption></figcaption></figure>

7\. Scroll down to the Calendar sync settings.

* Chose the sync direction.<br>
* Specify time range.<br>
* Specify all your email domains so that the sync could distinguish between internal and external attendees.

<figure><img src="/files/DxMr8N4Pj67hqfECoLrM" alt=""><figcaption></figcaption></figure>

* Events can be related to a standard Salesforce object like Opportunity or Case, or any custom object.<br>
* Either all Salesforce user events can be synced or only those satisfying one additional field/value filter.<br>
* You can also define default field values for new events syncing to Salesforce.

<figure><img src="/files/IFqaMPjqUs5W6DgLTXpF" alt=""><figcaption></figcaption></figure>

* Either all mailbox events can be synced or only meetings

<figure><img src="/files/A9Ku8Hro91xt8rfk7yB2" alt=""><figcaption></figcaption></figure>

8\. Scroll further down to the Contacts sync settings

* Choose the sync direction.<br>
* Choose which Salesforce events need to be synced.<br>
* Specify if any default field values should be set for new contacts syncing to Salesforce.

<figure><img src="/files/WPnwAx7HUsuO8FQgPR0x" alt=""><figcaption></figcaption></figure>

* Either all Outlook/Gmail contacts can be synced or those from specific categories/groups

<figure><img src="/files/hQqvwVCXQOpqc8y90EkQ" alt=""><figcaption></figcaption></figure>

9\. Scroll down to Add users. Specify users that the sync should be activated for.

{% hint style="info" %}
*Note: Your first template is also your 'default' template meaning that it applies for any new licensed user by default. Other templates can specify their own new user activation rules.*
{% endhint %}

<figure><img src="/files/6aqLrNBC9JGCB1GWIeP0" alt=""><figcaption></figcaption></figure>

10\. Click **SAVE** to publish the template and activate it for the specified users. When the 'self-authorization' mode is used user still have to visit their Yoxel Sync page to provide authorizations to complete the sync activation.\ <br>

11\. 2nd, 3rd, and other additional templates will show the user assignment form. Use it to specify user record attributes for automatic assignment of the template.

<figure><img src="/files/wYguxidnqy1gwoa1ZgxD" alt=""><figcaption></figcaption></figure>

12\. Your template can now be found on the templates page:

<figure><img src="/files/Fbm59BSEqh4iSKHe4MlX" alt=""><figcaption></figcaption></figure>


# Testing Yoxel Sync (for admins)

### Prerequisites:

***

* Yoxel Sync package is installed.<br>
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).

<figure><img src="/files/mNKJd75uKUMAJ0RTk2jJ" alt=""><figcaption></figcaption></figure>

After you have configured at least one sync template ([Yoxel Sync admin configuration](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-admin-configuration)) go to your Yoxel Sync tab ([Adding Yoxel Sync tab](https://helpdocs.yoxel.com/yoxel-sync/adding-yoxel-sync-tab-lightning)) to examine your sync status. If you chose 'self-authorization' mode in your template you will have to authorize Yoxel Sync to access your remote accounts. Expand a service and activate/authorize. At this point you can connect the sync to a test mailbox account.

<figure><img src="/files/rVljqp61qAAYy7xlqbJl" alt=""><figcaption></figcaption></figure>

Once all your services are active you can run the sync by clicking the **'Sync now'** button.\
\
Test that your other Salesforce users can access the Yoxel Sync tab.

1. Give another user a license: [Adding and removing users](https://helpdocs.yoxel.com/yoxel-sync/adding-and-removing-users).<br>
2. Use the 'Login as' function for a Salesforce user.<br>
3. Find the [Adding Yoxel Sync tab](https://helpdocs.yoxel.com/yoxel-sync/adding-yoxel-sync-tab-lightning).<br>
4. If the tab is not accessible please check the user profile permissions: [Enabling users to access Yoxel](https://helpdocs.yoxel.com/yoxel-sync/enabling-users-to-access-yoxel).


# Managing Yoxel Sync users

Prerequisites:

***

* Yoxel Sync package is installed.<br>
* You (Salesforce admin) have the package license (see 'Manage Licenses' link for the package).

\
1\. In Salesforce Setup, on the **'Install Packages'** page find Yoxel Sync and click **'Configure'**:

<figure><img src="/files/LSWymcNJBkykH5Vqs67a" alt=""><figcaption></figcaption></figure>

2\. You will be taken to the Yoxel Sync setup page. Go to the **'User management'** menu:

<figure><img src="/files/nmkbxLzXYqec21wQH8ZT" alt=""><figcaption></figcaption></figure>

3\. Select a user in the table to see more details.

<figure><img src="/files/mJOsksRdF3LSpfBsqB5V" alt=""><figcaption></figcaption></figure>

4. When you click on a user in the **User management** interface, you are taken to a detailed view of that user. Here’s what you can see:

<figure><img src="/files/a1vXl3xbLCOqGdscC7RH" alt=""><figcaption></figcaption></figure>

### **User Info Section (left panel)**

In this panel, you can view and manage core user-specific settings:

* **Status tags** (e.g., `user disabled`, `admin`, `sync enabled`)
* **Email address**
* **External ID** (linked to Salesforce)
* **Timezone**
* **Template group**
* **Sync controls**:
  * **Sync now** button — manually initiates sync for this user.
  * **Advanced** — open **sync run advanced configuration**, where you can fine-tune what data will be synced (e.g. calendars, contacts, emails).
  * **Last ran at** — timestamp of the last sync job.

#### **Connected Systems**

***

Below the sync controls, you can view information about the user’s **connected services**.

Each service is shown as an **expandable panel** with:

* A **toggle** to activate or deactivate syncing for this service
* **General info** such as service type, server URL, email, and sync scope

> 💡 The list of services is user-specific and may include Salesforce, Google, Microsoft 365, or others depending on what’s connected.

### **Tabs with Activity Data (right panel):**

#### **Calendar tab**

***

Displays a list of events associated with the user, including:

* **Event ID, Subject, Source, Start time, Update time.**
* Events are automatically labeled.
* You can filter by: `sync enabled` , `errors`, `duplicates`, `private`, or `auto merged` entries.

#### **Contacts tab**

***

Shows synced contacts with:

* **Contact ID, First name, Last name, Email (summary), Update time.**
* Contacts are automatically labeled.
* You can filter by:  `duplicate`, `sync enabled`, `errors`, or `auto merged`.

#### **Emails tab**

***

Displays synced or discovered emails with:

* **Email ID, Summary, Subject, Update time**
* Emails are automatically labeled
* You can filter by `undiscovered`, `forwarded`, or `errors`.

#### **Tasks tab**

***

Lists tasks associated with the user, including:

* **Task ID, Subject, Source, Due date, Update time**
* Tasks are labeled
* You can filter by: `auto merged` , `sync enabled`, `duplicates`, `errors`, `private`, or  `incomplete` .

> 💡 This view allows quick troubleshooting: you can detect issues (errors, duplicates), view what data is being synced — all in one place. Each object (event, contact, email, or task) can be expanded to view detailed sync data.

5. You can edit a user’s profile and sync permissions by clicking the **pencil icon** next to the user’s name.

   This will open a modal where you can update:

   * **First name**
   * **Last name**
   * **Email**
   * **Status flags**:
     * **Admin** — gives administrative access to this user.
     * **Manager** — enables extended visibility and management rights.
     * **Disabled** — deactivates the user account.
     * **Sync enabled** — enables/disables syncing for this user.

<figure><img src="/files/tjSTodqXY1M7U743VPvG" alt=""><figcaption></figcaption></figure>


# Adding Yoxel Sync tab (Lightning)

If you are using Salesforce Classic please refer to the article [Adding Yoxel Sync tabs (Classic)](https://helpdocs.yoxel.com/yoxel-sync/adding-yoxel-sync-tabs-classic).\
\
Otherwise click the App Launcher icon and start typing 'Yoxel'. The 'Yoxel Sync' item should be found under Items. If Yoxel Sync is not found please ask your admin to check the Yoxel Sync package permissions: [Enabling users to access Yoxel](https://helpdocs.yoxel.com/yoxel-sync/enabling-users-to-access-yoxel).

<figure><img src="/files/9Yw8NT0WDnU8tdB06QAh" alt=""><figcaption></figcaption></figure>

Click the **Yoxel Sync** item and a new tab will be added to your menu. Drag it to the left to place it where you want on your menu:

<figure><img src="/files/juPyY2PDTtT01hNmxG4q" alt=""><figcaption></figcaption></figure>


# Adding Yoxel Sync tabs (Classic)

To add Yoxel tabs to the Salesforce toolbar proceed by clicking **“All tabs”** button (plus sign on the right side of the main navigation panel) and then clicking **"Customize My Tabs"** button:

<figure><img src="/files/6Ka9BsjB92hfd5tP6kNt" alt=""><figcaption></figcaption></figure>

Once you are on the Customize My Tabs page, (1) in the Available Tabs section scroll to the Conversations and Yoxel Sync tabs, click on them and (2) add them individually to the Salesforce toolbar by clicking the Add arrow. You are also able to (3) prioritize the tabs by moving them up or down with respective buttons. (4) Click the **"Save"** button after you are done.

<figure><img src="/files/da1kIGPsnGrCpjmbjlmY" alt=""><figcaption></figcaption></figure>


# Activating admin approved pre-authorizations mode

In Salesforce go to **Setup > Apps > Connected Apps > Connected Apps OAuth Usage** and scroll down to find Yoxel Sync app. Click **Install** if you see the button ot click **Manage App Policies** if the app is already installed.

<figure><img src="/files/DfFy1NzKXD7z7htlL6fx" alt=""><figcaption></figcaption></figure>

Click the Edit Policies button to change Permitted Users to **"Admin approved users are pre-authorized"**.&#x20;

{% hint style="warning" %}
Do not change anything else!
{% endhint %}

<figure><img src="/files/UCcuXeoedZsDVDRwPFUf" alt=""><figcaption></figcaption></figure>

On the app policies page scroll down to Profiles and click the **Manage Profiles** button. Specify all user profiles that should be approved for Yoxel Sync.

<figure><img src="/files/dzp1ZDjWVEWtunnTvQ7d" alt=""><figcaption></figcaption></figure>

After the admin has configured the settings in Salesforce, they need to go to Yoxel’s admin app and enable this mode in the template.

<figure><img src="/files/YzvI4Wyc9UwgKh3BoNpK" alt=""><figcaption></figcaption></figure>

On the page of the template wizard use Salesforce service and switch Authorization mode to "Authorizations will be provided by a Salesforce administrator". Then click Save.

<figure><img src="/files/pp8KkqxYqiQygx6KXPsB" alt=""><figcaption></figcaption></figure>

After this you can step through the wizard and publish your template. All syncs under this template will start using this new mode of authorization and your users won't have to provide self-authorizations anymore.


# Authorizing Yoxel to access Outlook (MS Exchange)

To authorize Yoxel to access your Outlook account:\
\
1\. Choose MS Exchange in the **“Add service”** drop down menu.

<figure><img src="/files/7sA93uUDDtMMiLeiM5Ak" alt=""><figcaption></figcaption></figure>

2\. Specify how you would like to name your MS Exchange service in your Yoxel app instance and select what type of Exchange records you would like to sync.

<figure><img src="/files/HLJOV1gXHyAvddwwFgKk" alt=""><figcaption></figcaption></figure>

3\. Specify your email address\
\
4\. Add EWS service URL (the EWS URL should start with “https\://”.) Yoxel supports MS Exchange servers starting with 2007.<br>

1. To locate the right EWS URL try one of the following steps:\
   \
   \- Check your current Outlook account settings: Account Settings->\[choose account]->More Settings->\[select Connection tab]->Exchange Proxy Settings. For Mac Users, try the Outlook Preferences-->Accounts-->\[choose account]--->Advanced\
   \
   \- Check Exchange provider's documentation. Often it will mention the EWS url when describing Entourage 2008 mail client configuration. \
   \
   \- For Rackspace hosted servers the url would be <https://ews.mex02.emailsrvr.com>. You may also see a URL that ends in '/ews/exchange.asmx'. For Rackspace users this is usually <https://ews.mex02.emailsrvr.com/ews/exchange.asmx\\>
   \
   \- If you don't know your EWS URL try the URL you use for webmail login.\ <br>
2. Open a separate browser window. Paste the EWS URL into the navigation window. If the URL does not end in '/ews/exchange.asmx,' add the '/ews/exchange.asmx' suffix to the server part, i.e. Rackspace users would paste/type <https://ews.mex02.emailsrvr.com/ews/exchange.asmx> <br>
3. If the EWS service is provided by your server you'll see an authentication box pop up in your browser. Use that box to test your username and password. Usually your username will be your email and if that does not work try your windows style 'DOMAIN\username' username. Upon successful login you'll get a page full of xml. Please fill Outlook service form using the username and password you used here.<br>
4. In Yoxel simply specify the server part of the url https\://\<server-name> (Yoxel appends /ews/exchange.asmx under the hood).<br>

5\. Specify username and password. These should be exactly those that are used to access your MS Exchange account online. The username could either be your email address or a windows style 'DOMAIN\username' login name.\
\
6\. Click **Authorize** button


# Enabling users to access Yoxel

If you have initially installed Yoxel Sync for admins only or for custom profiles only then some of your newer users that are not admins or users with different profiles may have troubles accessing Yoxel Sync tab and the sync capabilities. The article explains how you could enable Yoxel Sync for additional user profiles.

### Enabling users to access Yoxel for Enterprise Edition and up

***

1. Salesforce implemented a new UI for profile management a few releases ago. Unfortunately, the process of editing profiles now takes a lot more clicks. We recommend going to **Setup > App Setup > Customize > User Interface**, and unchecking the **"Enable Enhanced Profile User Interface"** checkbox at the bottom of the page just long enough to get this process done.<br>
2. Navigate to **Setup > Installed Packages > Manage Licenses**<br>
3. Click the **user profile** for which you want to enable access<br>
4. Click **Edit** button in the Profile Detail section<br>

Now examine the following sections of the user profile and make appropriate adjustments:

***Custom Tab Settings***

<figure><img src="/files/tEBWWWB4dheQdzNqqh1G" alt=""><figcaption></figcaption></figure>

***Administrative Permissions***

<figure><img src="/files/60vuOnikkfhQjJnAYsag" alt=""><figcaption></figcaption></figure>

***Visualforce Page Access***

<figure><img src="/files/eGu7nr3cQ1kOfnPmmhRs" alt=""><figcaption></figcaption></figure>

***Apex Class Access***

<figure><img src="/files/FhyOpiiqQDVxtUd1ysS6" alt=""><figcaption></figcaption></figure>

***Custom Object Permissions***

<figure><img src="/files/NaAlyMg3iNL5lwtfyeff" alt=""><figcaption></figcaption></figure>

### Enabling users to access Yoxel for Group and Professional Editions

***

In the Group and Professional Editions, field access is governed not by a profile but by a page layout. So please take the following steps:<br>

1. Navigate to Setup - App Setup - Create - Objects. (In the newer UI, navigate to Setup - Build - Create - Objects.)<br>
2. Click the **Conversation object**.<br>
3. Scroll down to the Page Layouts section, and click the Edit link next to the Conversation Layout.<br>
4. Drag each field in the Fields panel down into the detail area. You will have to do this one field at a time. The idea is to make sure that all the fields of the Yoxel Item object are visible to your users.<br>
5. **Save** the layout.&#x20;


# How do I cancel my subscription?

To cancel your subscription, please go to to your **AppExchange My Account** [page](https://appexchange.salesforce.com/myAccount). There you should see Yoxel app (YOXEL: Outlook & Google Calendar, Email, Co...) with a button to cancel subscription.\
\
If you would also like to uninstall Yoxel app, please follow the steps described in [this](https://helpdocs.yoxel.com/yoxel-sync/uninstalling-yoxel) article.


# How to purchase Yoxel licenses?

To purchase Yoxel licenses, follow these steps:

1. Log in to your [AppExchange account](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ).
2. Navigate to the Yoxel listing.
3. Follow the prompts to complete your purchase.

\
\
For volume discounts and non credit card subscriptions please contact us at <info@yoxel.com>

<figure><img src="/files/k21jUMpvdVMveaSYj3YS" alt=""><figcaption></figcaption></figure>

Then go to **My Installs & Subscriptions**

<figure><img src="/files/JsfJ9sI13NOnXdewHxxW" alt=""><figcaption></figcaption></figure>

You should see the Yoxel Sync app (Custom sync & add-ons for inboxes).

<figure><img src="/files/7ZXENpbtjHEII0SiVzLa" alt=""><figcaption></figcaption></figure>

Click the **Manage Subscription** link to proceed to the subscription page.

<figure><img src="/files/S83K2nf62XBGRpINkfvj" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Note: For yearly subscriptions, or more than 20 licenses, we can process the payment by check or direct bank transfer. Please email us at* [*info@yoxel.com*](mailto:info@yoxel.com) *to learn more.*
{% endhint %}


# Migrating Yoxel to another Salesforce instance

When you do any kind of Salesforce migration (moving from one org to another, upgrading to another edition of Salesforce, etc.), you will be given a new Organization ID. When that occurs, you will need to re-install Yoxel and we need to transfer your subscription information to the new org.

Please submit a support case by emailing us at [support@yoxel.com ](<mailto:support@yoxel.com >)and let us know the migration is happening. We will leave Yoxel turned on in your old org for a couple of weeks to allow you time to compare/transfer data sets and settings before transferring all subscription information to the new org.


# Open Tracking Sync


# Adding Yoxel Sync to Google Workspace allowlist

Email Sync for Google users requires special access that can only be administered by your Google domain admin. Here are the steps.

1. **Login to the Admin Console of your Google Workspace**

You must be signed in as a [super administrator](https://support.google.com/a/answer/2405986#super_admin) of your Google Workspace to complete the actions listed below.

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F66nfxIvk6s0iKpD3QlKw%252Fimage.png%3Falt%3Dmedia%26token%3D96d5127e-a4d6-45a8-ba2f-3453caa7ffd0&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=504f74b3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

2. **Navigate to the API controls in Security Settings**

From the Admin console home, go to **Security > API Controls**. This might be located at the bottom of the page.

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F2yG1DQpHZULRdPk5OV3g%252Fimage.png%3Falt%3Dmedia%26token%3D706fbaea-5056-4d3e-91de-62a14303f817&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ef2c331f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

3. **Navigate to Manager Third-Party App Access**

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252FlEpc5xcoWrs9zAqLQPu9%252Fimage.png%3Falt%3Dmedia%26token%3Dad5622d3-92c6-4fde-b93c-b83e004e7353&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ccf0d357&#x26;sv=2" alt=""><figcaption></figcaption></figure>

4. **Select "Add app" and "OAuth App Name Or Client ID" in the dropdown.**

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F0BHbkbYtlKCOljZ7roHm%252Fimage.png%3Falt%3Dmedia%26token%3D94f08961-d589-4294-8f46-263c0707ce0a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=2f67f3d9&#x26;sv=2" alt=""><figcaption></figcaption></figure>

5. **Fill in the OAuth 2.0 Client ID for the Yoxel app:**

```
304390537347-4hmjuci0dr4grdm7k6jba5hg7hb6u9i6.apps.googleusercontent.com
```

select the available OAuth client ID:

<figure><img src="/files/qoFlnA6eINVyT2SizWPr" alt=""><figcaption></figcaption></figure>

Then, select scope '**All users'**

<figure><img src="/files/hxIIwSp7FCNXHnp2irgd" alt=""><figcaption></figcaption></figure>

then, **"Trusted"** option for app access.

<figure><img src="/files/sxocRQ97KjW83CeoM78l" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/wZMOS6VWwf7z0BSTgxRj" alt=""><figcaption></figcaption></figure>

**Confirm!**

**Now, your users should be able to authorize Yoxel Sync to access email.**


# Setting up G Suite service account

To generate service-account credentials, or to view the public credentials that you've already generated, do the following in your Google API Console:

1. Open the [Service accounts page](https://console.cloud.google.com/iam-admin/serviceaccounts).
2. If prompted, select a project, or create a new one. You must enable the following APIs: Gmail API, Google Calendar API, Contacts API, Google People API, and Tasks API.
3. Click **Create service account**.

<figure><img src="/files/L2PGGH0EHWneNi0PEUmb" alt=""><figcaption></figcaption></figure>

4. Under **Service account details**, type a name, ID, and description for the service account, then click **Done**.

<figure><img src="/files/GkvdpZK6pzwLtol2mb2G" alt=""><figcaption></figcaption></figure>

5. Optional: Under **Service account permissions**, select the IAM roles to grant to the service account, then click **Continue**.
6. Optional: Under **Grant users access to this service account**, add the users or groups that are allowed to use and manage the service account.
7. From the main "Service accounts" screen select the newly created account

<figure><img src="/files/gJgKzY2pKbMYWx6fLQIU" alt=""><figcaption></figcaption></figure>

8. Click the **Enable G Suite Domain-wide Delegation** button to activate this feature (if it is not already enabled). Copy the **Unique ID**, as it will be needed later.\
   Click **ADD KEY** to create a new JSON key if there is no key yet (you will need to upload this key). Then save the form.

Now an administrator of the G Suite domain needs to delegate authority to the service account, using the Unique ID value you copied.

1. From your G Suite domain’s [Admin console](https://admin.google.com/), go to **Main menu menu > Security > Advanced settings \[API Controls].**
2. In the **Domain wide delegation** pane, select **Manage Domain Wide Delegation**.

<figure><img src="/files/rPjDmJEwadCYYIy2GBvv" alt=""><figcaption></figcaption></figure>

3. Click **Add new**.

<figure><img src="/files/NMY8dA3mXw4ZRthy6mxg" alt=""><figcaption></figcaption></figure>

4. In the **Client ID** field, enter the service account's **Unique ID** that you have copied.
5. In the **OAuth scopes (comma-delimited)** field, enter the list of scopes that your application should be granted access to. You will need these scopes:\
   `email`,\
   `https://www.googleapis.com/auth/calendar`,\
   `https://mail.google.com/`,\
   `https://www.googleapis.com/auth/contacts`,\
   `https://www.googleapis.com/auth/tasks`,\
   \
   If you plan to enable meeting transcript syncing, also include the following scopes:\
   `https://www.googleapis.com/auth/meetings.space.readonly`,\
   `https://www.googleapis.com/auth/drive.readonly`,\
   `https://www.googleapis.com/auth/documents.readonly`
6. Click **Authorize**.


# Uninstalling Yoxel

To uninstall Yoxel from Salesforce, go to Salesforce [Setup](https://na25.salesforce.com/setup/forcecomHomepage.apexp), navigate to [Installed Packages](https://na25.salesforce.com/0A3?setupid=ImportedPackage) section and click Uninstall link next to Yoxel Sync package. This will kick off an uninstall sequence that should uninstall Yoxel.

<figure><img src="/files/UJCyvMn8n7xH6h8GyEPY" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note that after you have uninstalled Yoxel it may take several minutes for the Yoxel tabs and package to be completely removed from your Salesforce org.
{% endhint %}


# Upgrading to the latest version of Yoxel

To upgrade your Yoxel version to the latest available release, follow these steps:

1. Visit the [Yoxel AppExchange page](https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ).
2. Click the **Get it Now** button to install the upgrade.

This process will preserve all existing sync rules and settings without any data loss.

<figure><img src="/files/RzkmCVrGY1wzce2SlzYe" alt=""><figcaption></figcaption></figure>


# Why am I email-notified about Yoxel Sync status?

Yoxel Sync must have been configured and activated for you. The sync tries to run but fails to access your remote accounts i.e. Salesforce, Office 365, MS Exchange, G Suite. There could be a couple of reasons for this:\
\
1\. **Unauthorized.** In order for Yoxel Sync to access your remote accounts, it needs to be authorized/allowed the access. Only you can do this! Please navigate to your Yoxel Sync tab in your Salesforce account and authorize the services that show 'Unauthorized' status.

<figure><img src="/files/PKSnWlENhzfuDLwc9e34" alt=""><figcaption></figcaption></figure>

2\. **Password expired.** This is mainly the case for MS Exchange users. Their Outlook password may have expired but Yoxel does not know a new password. In this case simply enter your new Outlook password in the service form:

<figure><img src="/files/r65vVF6ZMhMkwlfzvcZU" alt=""><figcaption></figcaption></figure>

3\. **Account provider issues.** Sometimes your account provider servers exhibit connectivity issues (server error, service unavailable, maintenance, ...) and Yoxel Sync can't connect to your remote account. Yoxel tries to suppress these notifications but will notify you if the problems persist for multiple sync cycles. There is nothing you can do to resolve these problems usually. Please contact our support (simply reply to the notification email) and we will try to work with your IT department.


# Meeting Transcript Sync

Automatically sync meeting transcripts, AI summaries, and attendance reports to Salesforce as event attachments.

### Overview

***

Meeting Transcript Sync allows you to automatically sync meeting-related artifacts into Salesforce, including:

* **Transcripts** — full meeting text
* **AI summaries** — key takeaways generated by the provider
* **Attendance reports** — participant activity and join/leave data

These files are synced as **attachments to calendar events**.

This feature works without recording bots and retrieves meeting artifacts directly from the meeting provider (Google Workspace or Microsoft 365).

### Requirements and limitations

***

Meeting Transcript Sync is subject to the following limitations:

* **Transcripts are available only for meetings organized by the synced user.**
* **Meetings must be longer than 1 minute** for Google Workspace or Microsoft 365 to generate transcripts.
* **AI summaries require an AI license** (such as **Microsoft Copilot** or the equivalent Google AI license). Without an AI license, only the transcript is synced when available.

### Configuration

***

#### **Update Sync Template**

1. Open **Yoxel Manager**
2. Select a **Sync Template**
3. Navigate to the **Calendar** section
4. Enable transcript sync "Attendance report and AI summary (transcript if AI is unavailable)"
5. Save changes and **Publish** the template

<figure><img src="/files/SFzoIPAVTPX9EVCT3skm" alt=""><figcaption></figcaption></figure>

#### **Re-authorization**

After publishing the updated template, users must re-authorize their sync connections.

This step is required to grant permissions for accessing meeting artifacts.

Re-authorization can be performed via:

* Yoxel Add-in
* Yoxel Sync tab in Salesforce

{% hint style="info" %}
For more information, see the documentation: [Activating Yoxel Sync from the add-on](https://helpdocs.yoxel.com/yoxel-addons/activating-yoxel-sync-from-the-add-on).
{% endhint %}

#### Verify sync results

Once re-authorization is complete, Yoxel will start syncing meeting artifacts.

Each synced meeting may include the following attachments:

* `transcript`
* `ai-summary`
* `attendee-report`

These files will appear in the related Salesforce event.

<figure><img src="/files/9Usy1zUilka5FBjkxDRz" alt=""><figcaption></figcaption></figure>


# Yoxel Outlook and Gmail addons

Yoxel Outlook and Gmail addons allow you to create, edit, and track your sales activities from your inbox. Stay focused on your goals with customer and prospect data at your fingertips. There’s no need to open Salesforce.

<figure><img src="/files/djNoUJZ56InQY2hvdSvc" alt="" width="305"><figcaption></figcaption></figure>

### Scheduling

***

Book meetings with contacts effortlessly by easily inserting customizable online scheduler links right from your email.

### Email templates

***

Instead of writing a new email, find the right template, update it, and hit send.

### Email open tracking

***

Know when your prospects open your emails.

### Automatic email, calendar, contacts sync

***

Eliminate tedious logging and updates. All of your email and calendar activity automatically syncs with Salesforce. \
\
Automatically add new business contacts that are cc’d on emails or added to meetings as contacts in Salesforce.

### Email signature parsing

***

Where possible a person name and phone numbers are extracted to auto fill new lead or contact forms.

### Custom log-event forms

***

Fill out custom Salesforce fields right when creating a new event or logging an existing one in Outlook.

### Salesforce records

***

Find, view, and edit a leads, contacts, accounts, opportunities, cases, ...\
\
Convert a lead to a contact and opportunity.

### List views

***

Access your Salesforce list views.


# Installing Yoxel Outlook add-in (for all users)

The add-in is available in the AppSource store: [Yoxel Salesforce Add-On](https://appsource.microsoft.com/en-US/product/office/WA200004760?exp=ubp8\&tab=Overview)

### Office 365: Installing Outlook add-in for all users

***

In the [Microsoft 365 admin center](https://admin.microsoft.com/) go to **Settings** > **Integrated apps** page.

<figure><img src="/files/k1xeIk92kurZ6WKrlNdg" alt=""><figcaption></figcaption></figure>

Select **Get apps** and find Yoxel Salesforce Add-On and click **'Get it now'**.

<figure><img src="/files/eeGE8UJdCN2x4An9CiiC" alt=""><figcaption></figcaption></figure>

Specify the users you are deploying the add-in for:

<figure><img src="/files/phgAwcV8euP8idhvGDFv" alt=""><figcaption></figcaption></figure>

Then click **Next** and finish the deployment.

<figure><img src="/files/vnn6O20rSmVxOnzXFMm6" alt=""><figcaption></figcaption></figure>


# Installing Yoxel Outlook add-in (for yourself)

### Office 365: Installing Outlook add-in for yourself

***

You can install the add-in directly from the AppSource store listing page: [Yoxel Salesforce Add-On](https://appsource.microsoft.com/en-US/product/office/WA200004760?exp=ubp8\&tab=Overview)\
\
Alternatively, in Outlook (desktop) click the **Get add-ins** ribbon button:

<figure><img src="/files/jnkwIfa6F0xlKCAIgr6h" alt=""><figcaption></figcaption></figure>

Look for 'Yoxel' in the search box and click **'ADD'**.  The add-in should get installed!

<figure><img src="/files/ewK2zSBDiStsPnCb7uBv" alt=""><figcaption></figcaption></figure>

Close the popup and check the main ribbon menu in Outlook.

<figure><img src="/files/euD7wxlNLBowwRXvazqj" alt=""><figcaption></figcaption></figure>

Click **Open Yoxel** to open the addin.

<figure><img src="/files/QEfGppqHwh2CJY2HTD6j" alt="" width="315"><figcaption></figcaption></figure>


# Installing Yoxel Gmail plugin

Yoxel Gmail plugin is a Chrome extension.\
\
1\) Install Yoxel Gmail plugin from the Chrome store using the following link: [Yoxel Inbox app](https://chrome.google.com/webstore/detail/gmail-plugin-for-salesfor/adelbnepkcbhmnmdcohmpgflfghiidop?authuser=0)

2\) Once the extension is installed, reload your Gmail page and you should see the Yoxel sidebar. Follow the login prompts to activate the app.

<figure><img src="/files/nlG931KKgojw7H7GPS8t" alt="" width="295"><figcaption></figcaption></figure>


# Adding Yoxel Addin to Google Workspace allowlist

Yoxel Addin for Google users requires special access that can only be configured by your Google Workspace domain admin. Follow the steps below.

1. **Login to the Admin Console of your Google Workspace**

You must be signed in as a [super administrator](https://support.google.com/a/answer/2405986#super_admin) of your Google Workspace to complete the actions listed below.

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F66nfxIvk6s0iKpD3QlKw%252Fimage.png%3Falt%3Dmedia%26token%3D96d5127e-a4d6-45a8-ba2f-3453caa7ffd0&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=504f74b3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

2. **Navigate to the API controls in Security Settings**

From the Admin console home, go to **Security > API Controls**. This might be located at the bottom of the page.

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F2yG1DQpHZULRdPk5OV3g%252Fimage.png%3Falt%3Dmedia%26token%3D706fbaea-5056-4d3e-91de-62a14303f817&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ef2c331f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

3. **Navigate to Manager Third-Party App Access**

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252FlEpc5xcoWrs9zAqLQPu9%252Fimage.png%3Falt%3Dmedia%26token%3Dad5622d3-92c6-4fde-b93c-b83e004e7353&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ccf0d357&#x26;sv=2" alt=""><figcaption></figcaption></figure>

4. **Select "Add app" and "OAuth App Name Or Client ID" in the dropdown.**

<figure><img src="https://docs.aurinko.io/~gitbook/image?url=https%3A%2F%2F3933352743-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F0ua36KLVlbUN5bA2bgiq%252Fuploads%252F0BHbkbYtlKCOljZ7roHm%252Fimage.png%3Falt%3Dmedia%26token%3D94f08961-d589-4294-8f46-263c0707ce0a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=2f67f3d9&#x26;sv=2" alt=""><figcaption></figcaption></figure>

5. **Fill in the OAuth 2.0 Client ID for the Yoxel app:**

```
804507519860-d17j349vi45tfi6qno3menc34nuth98r.apps.googleusercontent.com
```

select the available OAuth client ID:

<figure><img src="/files/paG8avfUK9NWoulWcZZM" alt=""><figcaption></figcaption></figure>

Then, select scope '**All users'**

<figure><img src="/files/bv9c7gD8fgZrWjYuAbmj" alt=""><figcaption></figcaption></figure>

then, **"Trusted"** option for app access.

<figure><img src="/files/uVHopzTDoDDcvfp3clEi" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/GEusVQratkXF2O9l1JIq" alt=""><figcaption></figcaption></figure>

**Confirm!**

**Now, your users should be able to authorize Yoxel Addin to access email.**


# Activating Yoxel Salesforce Add-on

Once Yoxel Salesforce Add-on is installed you should be able to open it in the task pane for any selected email by clicking the add-on's icon:

<figure><img src="/files/9AKaBpq1BNnLVf21fOvi" alt=""><figcaption></figcaption></figure>

The very first time around the add-in will ask you to authorize access to your Office 365 and your Salesforce accounts.\
\
1\. Getting offline access to your Office 365 account allows the add-on to send emails when you're not online.

<figure><img src="/files/DGFsBBFsuNW20OVRYdNG" alt="" width="315"><figcaption></figcaption></figure>

You'll see details of the requested permissions. Click **'Accept'** to confirm.

<figure><img src="/files/Fon74iWnrYm7bQwyuBxU" alt=""><figcaption></figcaption></figure>

2\. Getting access to your Salesforce account is essential to activating the rest of the add-in functionality:

<figure><img src="/files/idw00p3CQ85sQOQ2qTp5" alt="" width="309"><figcaption></figcaption></figure>

You'll see details of the requested permissions. Click **'Allow'** to confirm.

<figure><img src="/files/nLPK2sToHJHAViAUxbOZ" alt=""><figcaption></figcaption></figure>

3\. After you've completed the two authorization steps your add-in should be active and should show its **"Home"** page to you. At that point please switch to the **'Settings'** tab to verify that you've connected proper Salesforce account. This is the page where you can de-activate the add-in or re-connect a different Salesforce account.

<figure><img src="/files/UDwCSVfk8XVeg4HthbId" alt="" width="318"><figcaption></figcaption></figure>


# Activating Yoxel Sync from the add-on

[Yoxel Sync](https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ) licensed users can activate the Salesforce sync right from the add-on.

Simply navigate to the add-in’s **‘Sync’** tab and click **‘Authorize’**.

<figure><img src="/files/9eNfiD4m9a2LPTzu0vlw" alt="" width="321"><figcaption></figcaption></figure>

Your sync is usually pre-configured by a Salesforce admin and you don’t have to configure anything.\
Start syncing by clicking the **‘Sync now’** button.

<figure><img src="/files/FoygC75PtnqF5B8eCx7s" alt="" width="304"><figcaption></figcaption></figure>

To see all your sync configuration details, log in to your Salesforce account and navigate to the **‘Yoxel Sync’** tab.\
\
If you’d like to review how to access this tab in your Salesforce interface, check out our guide on [Adding Yoxel Sync tab (Lightning)](https://helpdocs.yoxel.com/yoxel-sync/adding-yoxel-sync-tab-lightning).

\
\
In the **‘Yoxel’** add-in, some emails, contacts and events may not sync successfully, and it’s important to pay attention to these items to ensure data accuracy.

Review these items in the add-in to troubleshoot and resolve any issues that may affect your sync results.

<figure><img src="/files/QL2yTvXJv0pJqXXRfwBb" alt="" width="304"><figcaption></figcaption></figure>


# Logging email to Salesforce

To log an email to Salesforce click the **"Home"** button in the main menu and select the **'Log email'** menu item:

<figure><img src="/files/MFMcECGo6MeX7tuwNPyH" alt="" width="306"><figcaption></figcaption></figure>

A pre-populated list of cards, potential relationships, will show. If you don't see a desired related lead/contact/account/opportunity card in the list use the search box to find more records.

<figure><img src="/files/TXQzyhwugwvsKNb8nzEo" alt="" width="304"><figcaption></figcaption></figure>

To log the email simply check boxes for the desired related records and click save.


# Home Page: People List and Views

Whenever you select an email and start Yoxel Mailbox Assistant the add-in looks up all the email recipients (From/To/Cc) against your Salesforce CRM leads and contacts. In the task pane you may see three types of cards: leads, contacts, "unknown".

<figure><img src="/files/3xZDwr9BgwVgxzxpkyCU" alt="" width="309"><figcaption></figcaption></figure>

You can quickly turn the **"unknown"** card into a lead or contact. Simply click it and you'll see the two options: create lead, create contact.

<figure><img src="/files/ZCO5yezn8CzUP4fWWT6m" alt="" width="302"><figcaption></figcaption></figure>

If you click a lead or a contact card you will see its snapshot view - a quick summary of all its Salesforce data.\
\
For a contact you'll be able to easily navigate to its Account snapshot view. In the top right corner there is always an icon/link opening this record in Salesforce.

<figure><img src="/files/9LROoWCZZxGpcQySSjhu" alt="" width="311"><figcaption></figcaption></figure>

The snapshot view shows all open activities and activity history right away from there.\
\
Click any of the related cards and you'll be able to see their snapshot views too.

<figure><img src="/files/LYVhXxFZcwLSr96kac35" alt="" width="316"><figcaption></figcaption></figure>

Account snapshot view:

<figure><img src="/files/oCdBcPl110ZTlWVAQpvP" alt="" width="316"><figcaption></figcaption></figure>

Opportunity snapshot view:

<figure><img src="/files/CQ8Th7AJLUa9T4ecnfEU" alt="" width="315"><figcaption></figcaption></figure>


# Use your Salesforce lists/views

Yoxel Mailbox Assistant allows you to use your Salesforce views. Simply select one of the list tabs (Events & tasks, Opportunities, Leads, Accounts, Contacts, Cases)

<figure><img src="/files/3gx29q6byqcPLryVxylM" alt="" width="308"><figcaption></figcaption></figure>

and you will be able to see a drop down menu with your views for the corresponding type of records.

<figure><img src="/files/ACh1HukaVt1JSgb60Aca" alt="" width="311"><figcaption></figcaption></figure>

Select a view to access its list of records.\
\
You also have an option to enter a text in the search box to look up all matching records of the current type.


# Quick-create a new lead, contact, opportunity, task, case

It's very easy to create a new lead, contact, opportunity, task, case from Yoxel Mailbox Assistant add-in.\
\
Simply click the **"plus"** button in the main menu you select your option:

<figure><img src="/files/8iMbhcgeaBi38FBljfSQ" alt="" width="307"><figcaption></figcaption></figure>

The new record creation forms display a compact list of fields: all required fields, along with some commonly used ones. All required fields are automatically derived from your Salesforce page layouts and marked with an asterisk.

<figure><img src="/files/Z3XN2kdeev51fV3J7C5V" alt="" width="314"><figcaption></figcaption></figure>


# Follow-Up robot in Yoxel Add-ons

This guide explains how to automate follow-ups with Yoxel, covering activation, rule configuration, and management of follow-up sequences for streamlined email communication.

## Meet Yoxel Follow-Up robot

***

A powerful feature of the Yoxel add-on that automates following up with your contacts and increases email response.

### Activating Follow-Ups

***

<figure><img src="/files/bcb5R4g5tmt5cGPE04xh" alt=""><figcaption></figcaption></figure>

You can activate a follow-up sequence of emails for any email thread for which you're expecting a response. Just click **'Activate Follow Up'** and choose a rule.\
You can also create a new rule directly from here and activate it immediately.

<figure><img src="/files/dEzwcBf4tjWdf3craYBl" alt="" width="321"><figcaption></figcaption></figure>

Additionally, you can add more target recipients for follow-ups, ensuring that key stakeholders receive reminders.

<figure><img src="/files/074pJRy9G78q9P461gSz" alt="" width="316"><figcaption></figcaption></figure>

### Configuring Follow-Up Rules

***

Once a follow-up rule is activated for an email thread, it cannot be modified. However, you can:

* Deactivate the follow-up sequence if needed.
* Manage and update follow-up rules in the settings before applying them to new email threads.

### Managing Follow-Up Rules

***

Manage your follow-up rules on the Follow-up page:

<figure><img src="/files/0rrbO5gL2qWUkvIc0T9g" alt="" width="316"><figcaption></figcaption></figure>

Use the Follow-Up page to manage active sequences, deactivate rules, or update messaging as needed.\
Set up as many rules as you need for different business situations:

<figure><img src="/files/FHIdeUjeXjscxHaYxNOH" alt="" width="315"><figcaption></figcaption></figure>

### Defining a Follow-Up Rule

***

A rule essentially defines a sequence of actions (wait time + follow-up email). An action defines how many days to wait for a response from a contact (optionally just in this thread) and what message to send if there is no response.

<figure><img src="/files/tKqSKYN2lnMO8iOU4eGG" alt="" width="318"><figcaption></figcaption></figure>

When setting up a rule, you can enable the **"Expect a thread response"** checkbox. If selected, the follow-up sequence will automatically stop once a response is received in the thread.

### Default Follow-Up Sequence

***

The add-on automatically provides the following default sequence:\
\
1\. Wait for 4 days, email "Ping... just checking in to see if you got this."\
\
2\. Wait for 6 days, email "Did you get my emails below? Let me know if you are interested in discussing."\
\
3\. Wait for 10 days, email "Ping... I have not heard back. Let me know if you want to have a convo."<br>

### Creating a Follow-up with Merge Variables

***

After setting up the rule condition, create a follow-up that includes a Drip message. This Drip message will be automatically sent when the rule is triggered.

In the message body, you can use your own `{{merge variables}}` such as `{{Name}}`, `{{Company}}`, and more.&#x20;

Example message:

<figure><img src="/files/U5PjO3SL0bWqvIOuYRHY" alt="" width="317"><figcaption></figcaption></figure>

When you activate the rule for a new email thread, the addon will prompt you to provide values for these variables if they are not automatically populated.

<figure><img src="/files/qYuZpL7r2MYwET7zDNDO" alt="" width="311"><figcaption></figcaption></figure>

The message will be filled in with the values you provided for the variables and will look like this:<br>

<figure><img src="/files/2wdFqZGQ28sJ1SGEPfbM" alt="" width="308"><figcaption></figcaption></figure>


# Email Tracking in Yoxel Add-ons

Track recipient engagement with real-time email open notifications and detailed insights in Outlook and Gmail using the Yoxel add-on.

The Yoxel add-on provides advanced email tracking capabilities within **Outlook and Gmail**, allowing users to monitor email opens and recipient activity in real time.

### **Key Features**

***

* **Track Emails in Compose & Reply:**\
  Enable tracking when composing or replying to an email to monitor when recipients open your message. By default, tracking is enabled for all new emails. You can disable tracking for individual emails as needed.
* **Detailed Open Insights:**\
  When a tracked email is opened, the add-on records:
  * Open date and time
  * Recipient information (*To* and *Cc*)
  * Remote IP address
  * User-Agent (browser and device details)
* **Tracking Dashboard:**\
  The **Tracking** section in Yoxel displays a list of tracked emails along with timestamps and recipient engagement history.

{% hint style="info" %}
Please note that there may be certain limitations to email tracking. For example, if the recipient is using an ad blocker, or if their email client does not support image loading, tracking may not be accurate. Additionally, some email providers or corporate firewalls may block tracking pixels, preventing us from recording opens.
{% endhint %}

### Email Tracking Settings

***

Before you start tracking emails, it’s important to check the tracking settings in the Yoxel add-on. You can determine whether email tracking is enabled by default, or if it needs to be manually activated for each email.

**Tracking Settings:**

1. **Track by Default**\
   If this option is enabled, all emails you compose or reply to will automatically have tracking enabled. You’ll see the green eye icon in the add-on panel, confirming that tracking is active for your emails.
2. **Do Not Track by Default**\
   If this option is selected, email tracking will not be enabled unless you manually activate it for each email. You can still enable tracking by clicking the eye icon in the add-on panel when composing an email.

To check or change these settings, go to the Yoxel add-on settings page, where you can toggle between "Track by Default" or "Do Not Track by Default" according to your preferences.

<figure><img src="/files/CsfmfDWt9Vpwp3mqHqQM" alt="" width="310"><figcaption></figcaption></figure>

### **Enabling Tracking in Outlook**

***

When composing an email in Outlook, the Yoxel add-on automatically activates tracking. You will see a **green eye icon** in the add-on panel, indicating that tracking is enabled for this email.

<figure><img src="/files/ttyOaYNqUJHwGtvB3TYz" alt=""><figcaption></figcaption></figure>

### **Enabling Tracking in Gmail**

***

Email tracking in Gmail using the Yoxel add-on is typically enabled by default. The tracking icon is located on the Gmail compose panel under "More Tools" and selecting "Email tracking" and is highlighted in green when the feature is active.

<figure><img src="/files/6htdoWd6Ls0W6uiJaFzW" alt=""><figcaption></figcaption></figure>

### Viewing Tracked Emails in the Dashboard

***

After sending an email with tracking enabled, you can find it in the **Tracking Dashboard** under the **All** tab. This section displays all sent emails with tracking regardless of whether they have been opened and their current status:

* **Before the recipient opens the email**: The dashboard will indicate that the recipient **has not opened the email yet**.
* **After the email is opened**: The dashboard will update with detailed tracking information, including:
  * Email subject and timestamp
  * Open date and time
  * Recipient details (**To** and **Cc**)
  * Remote IP address
  * User-Agent (browser and device details)

{% hint style="success" %}
This allows you to monitor recipient engagement and track email activity in real time.
{% endhint %}

<figure><img src="/files/3djw2fjjhdzOLoAkslTe" alt=""><figcaption></figcaption></figure>

### Viewing Opened Emails

***

When a recipient opens a tracked email, it moves from the general list in the **Tracking Dashboard** to the **Opened** section. Here, you can see real-time details about the email’s activity:

* **Email subject** – The title of the email that was opened.
* **Open timestamp** – The exact date and time when the email was opened.
* **Recipient details** – The name or email address of the recipient who opened the email.
* **Remote IP address** – The IP address from which the email was accessed.
* **User-Agent** – Information about the recipient’s browser and device.

{% hint style="success" %}
This allows you to track when and how your emails are being accessed, giving you better insights into recipient engagement.
{% endhint %}

<figure><img src="/files/SrH7KIitVbZRKuqtL0ER" alt=""><figcaption></figcaption></figure>

### Real-Time Open Notifications

***

When a recipient opens a tracked email, the Yoxel add-on provides a real-time notification directly within the add-on panel. Above the **Tracking Dashboard**, you will see a counter indicating the number of newly opened emails.

* If a single email is opened, the counter displays **"1"**, notifying you of the event.
* If multiple emails are opened, the counter updates accordingly, reflecting the total number of newly opened emails.

{% hint style="success" %}
This notification helps you stay informed about recipient engagement without needing to manually check the tracking section. Clicking on the counter will take you to the **Opened** section, where you can view detailed tracking insights.
{% endhint %}

<figure><img src="/files/p0mI66m32483Y596z6Lk" alt=""><figcaption></figcaption></figure>

### **"Open Email" Button in Outlook**

***

In the **Tracking Dashboard**, when a recipient opens a tracked email, an **"Open Email"** button appears next to the tracking details.

* Clicking this button allows you to quickly navigate to the original email in your mailbox.
* This feature helps you efficiently review the email content and follow up if needed.

{% hint style="success" %}
By using this button, you can seamlessly access your email without manually searching for it in your inbox.
{% endhint %}

<figure><img src="/files/vBjPBUh5uRowPPe8cT9q" alt="" width="308"><figcaption></figcaption></figure>

<figure><img src="/files/YxFhCXZvz5LmXb2WGTYm" alt=""><figcaption></figcaption></figure>

### Viewing Contact or Lead from Tracking

***

If a contact or lead exists in Salesforce, you can navigate to it directly from the tracking dashboard. This feature allows for seamless integration between email tracking and Salesforce, enabling you to access relevant contact or lead details with a single click.

<figure><img src="/files/M89lLvg3UGqVDJ87Fxtj" alt="" width="303"><figcaption></figcaption></figure>

<figure><img src="/files/jTSfwQj20UCswF6vGtrI" alt="" width="306"><figcaption></figcaption></figure>

### Stopping Tracking (Stop Tracking)

***

If you need to stop tracking a specific email after it has been sent, the Yoxel Add-on allows you to disable tracking manually.

**Disabling Tracking for Individual Emails:**

1. Open the **Tracking Dashboard** in Yoxel.
2. Locate the email you want to stop tracking.
3. Click the **"Stop Tracking"** button next to the corresponding email.
4. Once disabled, tracking for this email will stop, and you will no longer receive open notifications for it.

<figure><img src="/files/51sw3flb8u1BjW0EFTZM" alt="" width="302"><figcaption></figcaption></figure>

**Disabling Tracking for All Emails:**

If you want to completely disable tracking for all future emails:

1. Go to the Yoxel Add-on settings.
2. Select the **"Do Not Track by Default"** option.
3. From now on, new emails will not be tracked unless you manually enable tracking.

{% hint style="success" %}
Using the **Stop Tracking** feature helps you maintain privacy and manage email tracking according to your preferences.
{% endhint %}


# Scheduler in Yoxel Add-ons

Learn how to share your availability and let recipients book meetings through customizable scheduling links in Yoxel’s Outlook and Gmail add-ons.

### Share Availability and Schedule Meetings

***

Yoxel’s Outlook and Gmail add-ons provide a convenient way to share your availability directly from an email. Using availability profiles, you can insert a scheduling link, allowing recipients to pick a suitable time for a meeting. Once a time slot is selected, the meeting is automatically created in your calendar.

<figure><img src="/files/QtDbKtpfLhyPwGWB6d7P" alt="" width="314"><figcaption></figcaption></figure>

### Availability Profiles

***

You can create multiple availability profiles, each defining its own scheduling parameters.

<figure><img src="/files/nvYsiiZjLXHB60SOQPH6" alt="" width="310"><figcaption></figcaption></figure>

Here is what an availability profile defines:

* **Meeting duration** — for example, 15, 30, 45, or 60 minutes.
* **Link text** — the text inserted into an email as a hyperlink.
* **Teleconference link** — either a custom link or a standard provider (Google Meet, Microsoft Teams).
* **Work hours or availability** — specific days and time ranges when meetings can be booked with this profile.

<figure><img src="/files/IkdJrr5HTpni8E93kbof" alt="" width="320"><figcaption></figcaption></figure>

### Inserting a Scheduling Link

***

When composing an email in Gmail or Outlook, you can choose one of your profiles and insert its scheduling link. The link appears as a regular hyperlink with the profile’s defined text.

<figure><img src="/files/5FptPfPpKLoc2uWSupU9" alt=""><figcaption></figcaption></figure>

### Booking a Meeting

***

When the recipient clicks the link, they are taken to a calendar view showing your available time slots.\
After selecting a time:

* an event is automatically added to your calendar, and
* the recipient is invited to the meeting.

<figure><img src="/files/mqdj4AZSeygoa4US5A8v" alt=""><figcaption></figcaption></figure>


# Collective Availability Sharing

Collective Availability Sharing allows users to generate scheduling links based on the combined availability of multiple internal team members. This makes it easier to coordinate meetings such as discovery calls or demos involving several participants.

#### How it works

From the Yoxel add-in, you can select multiple attendees when creating a scheduling link. The system aggregates their availability and generates a single booking link.

When the link is used:

* The booking page reflects the availability of all selected participants
* The meeting is scheduled only in time slots that work for everyone
* All selected attendees are automatically included in the event

#### Steps

1. Open the Yoxel add-in
2. Create a new scheduling link
3. Add multiple attendees to the meeting
4. Generate and share the booking link

#### Result

When someone books a meeting using this link:

* The event is created with all selected attendees
* Availability is respected across all participants
* The meeting appears in each participant’s calendar


# Getting started with Yoxel Google Workspace Add-On

1\. Install Yoxel Gmail Add-on (native):

* [Installing Yoxel Google Workspace Add-On ](https://yoxel.gitbook.io/yoxel-docs/yoxel-addons/getting-started-with-yoxel-google-workspace-add-on/installing-yoxel-google-workspace-add-on)

2\. Follow the login prompts to activate the app.

* Log into your Salesforce account

<figure><img src="/files/S5cKOL3BHug4TjDVc5R8" alt="" width="294"><figcaption></figcaption></figure>

3\. Yoxel Add-On surfaces relevant CRM data so you can craft the perfect response without leaving Inbox. On every email see contact details, related CRM records, upcoming and recent activities.\
\
Select an email/thread to view in Gmail and the add-on will surface a relevant CRM lead or contact.

<figure><img src="/files/eQrXTAoYSdovNboA0CmN" alt="" width="296"><figcaption></figcaption></figure>

4\. Go to the **'Home'** page to see all related CRM objects or log the email.

<figure><img src="/files/SZlGNC7xxFjprZvOru0b" alt="" width="307"><figcaption></figcaption></figure>

5\. In the addon's menu you can find the options to create a new CRM record, go to the home page, configure the scheduler and templates, and manage other settings.

<figure><img src="/files/TegXXnKnBl5dYUh4RCLL" alt="" width="297"><figcaption></figcaption></figure>

6\. Create and edit CRM records (Lead, Opportunity, Contact, Account, Case).

<figure><img src="/files/mJLUfGwyn9goO5AkYsgo" alt="" width="297"><figcaption></figcaption></figure>

<figure><img src="/files/aAgwrKqaHJHF8hANfhcp" alt="" width="290"><figcaption></figcaption></figure>

7\. Create and save templates to reuse again.

* "Email templates" should be activated in the settings first.

<figure><img src="/files/Rf3yQBatIdxgeHoPhnhk" alt="" width="292"><figcaption></figcaption></figure>

<figure><img src="/files/nvVj7Cx2AC178apKMrTx" alt="" width="290"><figcaption></figcaption></figure>

On a contact or lead page click **"Reply using template"**.

<figure><img src="/files/n7tyoXFaciOnDpCu0Uz3" alt="" width="292"><figcaption></figcaption></figure>

Select a template:

<figure><img src="/files/4Dqq0p3KJX1N8q8XiRpM" alt=""><figcaption></figcaption></figure>

Also, you the templates are available in the compose (new email ) and reply\
modes:

<figure><img src="/files/9532WFM4d9vJVF11MDm6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vfRKCf4rdjkNCVyePhDC" alt=""><figcaption></figcaption></figure>

8\. Configure multiple availability profiles (event types) and share your availability by inserting customizable links right into email.<br>

* **"Calendar scheduler"** should be activated in the settings first.

<figure><img src="/files/ZzbL3PviLSiUxFGux02C" alt="" width="294"><figcaption></figcaption></figure>

<figure><img src="/files/Is3xg2PtAL2AVBN6lNE9" alt="" width="287"><figcaption></figcaption></figure>

To organize meetings, use the scheduler. Press reply in the email and select Yoxel Add-on.

<figure><img src="/files/jrvkN2TyukZ8MNEPrVY6" alt=""><figcaption></figcaption></figure>

Choose an event type to add its link to your email.&#x20;

<figure><img src="/files/EqzGOuueespBGVICevu0" alt=""><figcaption></figcaption></figure>

The link takes the email recipient to your meeting scheduling page:

<figure><img src="/files/G5QBNk3609PGoBKrralx" alt=""><figcaption></figcaption></figure>

Once a meeting is booked it will appear on your Google Calendar and the recepient will receive an invitation.

<figure><img src="/files/gqG5UZi8ZtZWzJjZlnPM" alt=""><figcaption></figcaption></figure>

9\. Take advantage of our mobile app. No separate installation is required! Use all available features from the browser version: log emails, share availability and book meetings, write Faster with templates, instantly view relevant CRM data.

<figure><img src="/files/zOelTJ4WXWnXUfkCQxc8" alt="" width="300"><figcaption></figcaption></figure>

<figure><img src="/files/xhwBDoyztuLCoc6dd6tI" alt="" width="305"><figcaption></figcaption></figure>

<figure><img src="/files/vtpHfFKdrXtPecNASh76" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/H6CzDNJ9wq73DJ7vO5DK" alt="" width="375"><figcaption></figcaption></figure>


# Installing Yoxel Google Workspace Add-On

### Start installation

***

To install Yoxel Add-On for Google Workspace, visit its [Google Workspace Marketplace listing](https://workspace.google.com/marketplace/app/yoxel/757970899882) and click the **Install** button:

<figure><img src="/files/IOEoS4uEcM2TeJdznNi2" alt=""><figcaption></figcaption></figure>

#### Confirm your Google account

If prompted, sign in using your Google account credentials.

<figure><img src="/files/8zKF8UQjsmvksSmjTO4y" alt="" width="563"><figcaption></figcaption></figure>

That's it, the Add-on is installed and ready to connect your CRM account.


# Getting started with Yoxel Sync for Gmail

1\. Enable Yoxel Sync integration in your Teamwork portal.

* [Enabling Yoxel Sync integration in your Teamwork portal](https://helpdocs.yoxel.com/teamwork/enabling-yoxel-sync-integration-in-your-teamwork-portal)

2\. Open the Yoxel Sync page (from **'My Profile'** -> **'Integrations'** tab) and follow our 3-step setup wizard to set up the sync for yourself.

* [Authorizing Yoxel to access your Teamwork account](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/authorizing-yoxel-to-access-your-teamwork-account)
* [Authorizing Yoxel to access Gmail](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/authorizing-yoxel-to-access-gmail)
* [Calendar sync rules for Gmail](https://helpdocs.yoxel.com/teamwork/yoxel-for-gmail/calendar-sync-rules-for-gmail)
* [Task sync rules for Gmail](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/task-sync-rules-for-gmail)

3\. On your Yoxel Sync page you should see your services, your sync rules, and the **'Sync now'** button.

<figure><img src="/files/0L93HvZoSOeIuB19KsPJ" alt=""><figcaption></figcaption></figure>

4\. Managing existing Yoxel users.

* [Managing existing Yoxel users](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/managing-existing-yoxel-users)<br>

5\. Streamline the sync deployment to teams by setting up templates.

* [User templates for Gmail](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/user-templates-for-gmail)


# Getting started with Yoxel Sync for Outlook (MS Exchange)

1\. Enable Yoxel Sync integration in your Teamwork portal.

* [Enabling Yoxel Sync integration in your Teamwork portal](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/enabling-yoxel-sync-integration-in-your-teamwork-portal)

2\. Open the Yoxel Sync page (from **'My Profile'** -> **'Integrations'** tab) and follow our 3-step setup wizard to set up the sync for yourself.

* [Authorizing Yoxel to access your Teamwork account](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/authorizing-yoxel-to-access-your-teamwork-account)
* [Authorizing Yoxel to access Outlook (MS Exchange)](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-outlook/authorizing-yoxel-to-access-outlook-ms-exchange)
* [Calendar sync rules for Outlook](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-outlook/calendar-sync-rules-for-outlook)
* [Task sync rules for Outlook](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-outlook/task-sync-rules-for-outlook)

3\. On your Yoxel Sync page you should see your services, your sync rules, and the **'Sync now'** button.

<figure><img src="/files/THWr0hR7FRoloB0Ji6IM" alt=""><figcaption></figcaption></figure>

4\. Managing existing Yoxel users.

* [Managing existing Yoxel users](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-gmail/managing-existing-yoxel-users)

5\. Streamline the sync deployment to teams by setting up templates.

* [User templates for Outlook (MS Exchange)](https://yoxel.gitbook.io/yoxel-docs/teamwork/yoxel-for-outlook/user-templates-for-outlook-ms-exchange)


# Getting started with Yoxel Sync for Office 365

1\. Enable Yoxel Sync integration in your Teamwork portal.

* [Enabling Yoxel Sync integration in your Teamwork portal](https://helpdocs.yoxel.com/teamwork/enabling-yoxel-sync-integration-in-your-teamwork-portal)

2\. Open the Yoxel Sync page (from **'My Profile'** -> **'Integrations'** tab) and follow our 3-step setup wizard to set up the sync for yourself.

* [Authorizing Yoxel to access your Teamwork account](https://helpdocs.yoxel.com/teamwork/authorizing-yoxel-to-access-your-teamwork-account)
* [Authorizing Yoxel to access Office 365](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/authorizing-yoxel-to-access-office-365)
* [Calendar sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/calendar-sync-rules-for-outlook)
* [Task sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/task-sync-rules-for-outlook)

3\. On your Yoxel Sync page you should see your services, your sync rules, and the **'Sync now'** button.

<figure><img src="/files/ETJwKzKeHSmU0MJKInDU" alt=""><figcaption></figcaption></figure>

4\. Managing existing Yoxel users.

* [Managing existing Yoxel users](https://helpdocs.yoxel.com/teamwork/managing-existing-yoxel-users)

5\. Streamline the sync deployment to teams by setting up templates.

* [User templates for Office 365](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/user-templates-for-office-365)


# Authorizing Yoxel to access your Teamwork account

Yoxel Sync will be accessing your accounts (Teamwork, G Suite, Office 365, MS Exchange) remotely and needs your authorization for that. Teamwork account authorization is API token based.\
\
\
1\. Start Yoxel Sync app from **'My Profile'** -> **'Integrations'** tab:

<figure><img src="/files/bUhHEL9Pn36zgxwIXEH2" alt="" width="563"><figcaption></figcaption></figure>

2\. Expand your Teamwork service/connector to confirm that your portal url and API token are already entered. Usually the url and the token will have been auto populated for you. If the token field is empty see [Looking up your Teamwork API token](https://helpdocs.yoxel.com/teamwork/looking-up-your-teamwork-api-token) article.  Check what you'd like to sync **'Calendar'** (for calendar events and milestones), **'Tasks'.** Then click **'Save'.**

<figure><img src="/files/V2m5k74HA3UaxBTebOr2" alt=""><figcaption></figcaption></figure>


# Enabling Yoxel Sync integration in your Teamwork portal

Yoxel Sync is integrated into your Teamwork portal but an admin needs to enable the integration to make Yoxel Sync available for users.

1\. As an admin user go to your **Settings** -> **Integrations** page:

<figure><img src="/files/5PcBvfpWoyPzGPW0cqVD" alt=""><figcaption></figcaption></figure>

2\. Scroll down to find Yoxel's card on the Integrations page and click the **'Enable Yoxel Sync'** button.

<figure><img src="/files/DqLXfYyfEVcsjKnzyqcG" alt="" width="563"><figcaption></figcaption></figure>

3\. Now Yoxel Sync is available to your users and they can start configuring their syncs.\
\
4\. You will find Yoxel Sync by going to **'View Profile'** -> **'Integrations'** tab.

<figure><img src="/files/tL0yebAnsxpOVjmzbc0b" alt=""><figcaption></figcaption></figure>

5\. From this page you can finally access Yoxel Sync configuration.

<figure><img src="/files/b2BqDNoquopSkPUiY8Wg" alt="" width="563"><figcaption></figcaption></figure>

6\. Click **'Configure Yoxel'** and a new browser tab will open where you're guided by a 3-step setup wizard. The first step is to set up your services/connectors. There is always the Teamwork service. And that is where you need to specify your portal url and enter the API token that you looked up earlier. Then also select what you'd like to sync: Calendar or/and Tasks. And click 'Save'.

<figure><img src="/files/Z0soiZbezTbIF3wzZabI" alt=""><figcaption></figcaption></figure>

7\. Next step is to add and authorize your other service/connector, Google Apps or MS Exchange. Read another article that is appropriate for your type of account.


# Looking up your Teamwork API token

1\. Start by navigating to **'Edit My Details'**

<figure><img src="/files/TIPUAPfndo4bHW6EVB9D" alt="" width="359"><figcaption></figcaption></figure>

2\. Then switch to the API & Mobile tab. API should be ON for your account. Click the **'Show your token'** button.

<figure><img src="/files/VTDGgXQPMMZtdy5qOkVv" alt=""><figcaption></figcaption></figure>


# Managing existing Yoxel users

All Yoxel admins will see a user report icon in the top right corner of the Yoxel sync app:

<figure><img src="/files/08Y7nOfDDZCUTWHTfskz" alt=""><figcaption></figcaption></figure>

Admins will be able to examine user onboarding status and sync health by selecting the following flags:

<figure><img src="/files/kwov0PHaoCRv3nSZktem" alt=""><figcaption></figcaption></figure>


# Authorizing Yoxel to access Gmail

To authorize Yoxel to access your Gmail account:

1\. Choose G Suite in the **“Add service”** drop down menu

<figure><img src="/files/EInkBhRknPReiHBj7vjT" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how you would like to name the Gmail service in your Yoxel app instance and select you would like to sync Calendar and/or Tasks

<figure><img src="/files/O9Icvl7oZvoYtauOZJSr" alt=""><figcaption></figcaption></figure>

3\. Click the Authorize button<br>

After you have clicked the **Authorize** button you will be redirected to the Google account selector page. On that page select a Google account that you would like to sync with Teamwork.<br>

After you have selected the Google account you would like to sync you will be redirected to the Google authorization page that will ask you to provide Yoxel an offline access to your Google account. Please click Accept, you will then be redirected back to the Yoxel Sync app.


# Calendar sync rules for Gmail

To start the calendar sync you need to allow Yoxel to access Teamwork and Gmail calendars and then to configure the calendar sync rule.

### Allowing Yoxel to sync calendars

***

To allow Yoxel to sync calendars you need to navigate to your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and G Suite 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 Teamwork

***

Expand the calendar rule section for Teamwork:

<figure><img src="/files/8MEG7iG4YzoiaTSGMin0" alt=""><figcaption></figcaption></figure>

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 Teamwork.\
\
To enable bi-directional sync select **"Allow updating, creating, deleting".** And to enable one-way sync from Teamwork to Gmail select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Gmail back to Teamwork.

### Creating calendar sync rules for Gmail

***

Expand the calendar rule section for G Suite:

<figure><img src="/files/hpUXlXoaGC43fYzcoWPM" alt=""><figcaption></figcaption></figure>

For Gmail you can enable Yoxel to sync either events from primary calendar **“All events from my primary calendar”** option, or only those that are assigned to calendars named after your projects, **“All events from project calendars and”** option. If you choose the second option for syncing, Yoxel creates the project calendars in your Google account and starts syncing your Teamwork events and milestones to them. You can also sync Google events directly to Teamwork projects by creating them in those project calendars in Google.\
\
You can sync up to one year of past events and two years of future events.\
\
**"Sync Teamwork meetings as"** is not supported at the moment as Teamwork does not have the "meeting" concept with clear specification of attendees. Please use the second option for now, **"Non-meeting events"**.\
\
To enable bi-directional sync select **"Allow updating, creating, deleting"**. And to enable one-way sync from Gmail to Teamwork select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Teamwork back to Gmail.<br>


# Task sync rules for Gmail

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 your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and G Suite 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

***

Expand the task rule section for Teamwork:

<figure><img src="/files/CCDvpiJ9YZ9RBlGXTxkD" alt=""><figcaption></figcaption></figure>

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 project task lists, **“All tasks from project task lists and”** option. If you choose the second option for syncing, Yoxel creates the project task lists in your Google account and starts syncing your Teamwork tasks to them. You can also sync Google tasks directly to Teamwork task lists by creating them in those project task lists in Google.

<figure><img src="/files/SrHUrrYNk03W6ZxMICBX" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the “Completed” status.
{% endhint %}

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.


# User templates for Gmail

Yoxel templates allow administrators to setup team wide sync configurations. Multiple templates can be configured to support groups of users with different sync requirements. With the templates in place new users just have to authorize Yoxel to access their Teamwork and Gmail accounts, all sync rules will be pre-configured for them automatically.

### Accessing Yoxel templates

***

Templates are accessible only by Teamwork administrators. To access Yoxel templates navigate to the Yoxel Sync page and click the **template** icon:

<figure><img src="/files/0kVfRSPVPn1hReCLeFAq" alt=""><figcaption></figcaption></figure>

### Multiple templates

***

Yoxel allows administrators to setup multiple templates. To create additional templates please select the **"Create template"** option in the template dropdown.

### Teamwork service setup

***

Once in the template setup wizard the Teamwork service is automatically pre-populated based on the current Teamwork company profile. \
\
Administrators need to expand the Teamwork service and select if they would like users to sync Calendar and/or Tasks. Make sure that the Teamwork service is set to Active.\
\
**“Lock user settings”** option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locked Teamwork service, a user would not be able to start task synchronization.

### Gmail service setup

***

To set Gmail service, administrators need to:\
\
1\. Choose G Suite in the “**Add service”** drop down menu

<figure><img src="/files/164HaHVNwXew72JIUEsI" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how the G Suite service should be named in the Yoxel Sync app instance by entering the name in the **"Display name"** field.

<figure><img src="/files/gNm6ggV72xNbKVOKVsKd" alt=""><figcaption></figcaption></figure>

3\. Specify Google Apps domains that users use. Only the users with emails from these domains will be allowed to use the service.\
\
4\. To finalize the G Suite service setup administrators need to select if they would like their users to sync Calendar and/or Tasks. **“Lock user settings”** option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locks the G Suite service, a user will not be able to start task synchronization.\
\
The next step is to save changes by clicking the **Save** button and then to proceed to setting up sync rules by clicking **Go to step 2 >** button.

### Sync rules setup

***

Administrators are able to preset each sync rule

<figure><img src="/files/Y7ta8Zm9msWzDK10Vwl2" alt=""><figcaption></figcaption></figure>

&#x20;   Learn more about [Calendar sync rules for Gmail](https://helpdocs.yoxel.com/teamwork/yoxel-for-gmail/calendar-sync-rules-for-gmail).\
&#x20;   Learn more about [Task sync rules for Gmail](https://helpdocs.yoxel.com/teamwork/yoxel-for-gmail/task-sync-rules-for-gmail).<br>

After you are done with the sync rule setup proceed by clicking on the **"Publish template"** button. Admins will be able to modify the rules after they are published by navigating to each rule and expanding each section.


# Authorizing Yoxel to access Outlook (MS Exchange)

To authorize Yoxel to access your Outlook account:

1\. Choose MS Exchange in the **“Add service”** drop down menu

<figure><img src="/files/ofDXLHAPM0ZjYeABYdJD" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how you would like to name your MS Exchange service in your Yoxel app instance and select if you would like to sync Calendar and/or Tasks

<figure><img src="/files/2xF2nOu5djZVzpVMl0Fm" alt=""><figcaption></figcaption></figure>

3\. Specify your email address\
\
4\. Add EWS service URL (the EWS URL should start with “https\://”.) Yoxel supports MS Exchange servers starting with 2007.<br>

* To locate the right EWS URL try one of the following steps:<br>

  * Check your current Outlook account settings: Account Settings->\[choose account]->More Settings->\[select Connection tab]->Exchange Proxy Settings. For Mac Users, try the Outlook Preferences-->Accounts-->\[choose account]--->Advanced<br>
  * Check Exchange provider's documentation. Often it will mention the EWS url when describing Entourage 2008 mail client configuration. <br>
  * For Rackspace hosted servers the url would be [https://ews.mex02.emailsrvr.com](https://ews.mex02.emailsrvr.com/). You may also see a URL that ends in '/ews/exchange.asmx'. For Rackspace users this is usually <https://ews.mex02.emailsrvr.com/ews/exchange.asmx><br>
  * If you don't know your EWS URL try the URL you use for webmail login.<br>
  * Open a separate browser window. Paste the EWS URL into the navigation window. If the URL does not end in '/ews/exchange.asmx,' add the '/ews/exchange.asmx' suffix to the server part, i.e. Rackspace users would paste/type <https://ews.mex02.emailsrvr.com/ews/exchange.asmx><br>
  * If the EWS service is provided by your server you'll see an authentication box pop up in your browser. Use that box to test your username and password. Usually your username will be your email and if that does not work try your windows style 'DOMAIN\username' username. Upon successful login you'll get a page full of xml. Please fill Outlook service form using the username and password you used here.<br>
  * In Yoxel simply specify the server part of the url https\://\<server-name> (Yoxel appends /ews/exchange.asmx under the hood).

5\. Specify username and password. These should be exactly those that are used to access your MS Exchange account online. The username could either be your email address or a windows style 'DOMAIN\username' login name.\
\
6\. Click **Authorize** button


# Calendar sync rules for Outlook

To start the calendar sync you need to allow Yoxel to access Teamwork and Outlook calendars and then to configure the calendar sync rule.

### Allowing Yoxel to sync calendars

***

To allow Yoxel to sync calendars you need to navigate to your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and Outlook (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 Teamwork

***

Expand the calendar rule section for Teamwork:

<figure><img src="/files/stPhWFcdkhEuQGJguEwU" alt=""><figcaption></figcaption></figure>

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 Teamwork.\
\
To enable bi-directional sync select **"Allow updating, creating, deleting"**. And to enable one-way sync from Teamwork to Outlook select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Gmail back to Teamwork.

### Creating calendar sync rules for Outlook

***

Expand the calendar rule section for Outlook:

<figure><img src="/files/Wu0bAuxR1g37W7j7sndQ" alt=""><figcaption></figcaption></figure>

For Outlook you can enable Yoxel to sync either all events from your primary calendar **“All events from my primary calendar”** option, or only those that are assigned Outlook categories named after your projects, **“All events from project categories and”** option. If you choose the second option for syncing, Yoxel creates the the project categories when syncing Teamwork events and milestones to Outlook. You can then sync Outlook events directly to Teamwork projects by creating them in Outlook and assigning those project categories.\
\
You can sync up to one year of past events and two years of future events.\
\
**"Sync Teamwork meetings as"** is not supported at the moment as Teamwork does not have the "meeting" concept with clear specification of attendees. Please use the second option for now, **"Non-meeting events"**.\
\
To enable bi-directional sync select **"Allow updating, creating, deleting"**. And to enable one-way sync from Outlook to Teamwork select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Teamwork back to Outlook.


# Task sync rules for Outlook

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 your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and Outlook (Office 365) services, and make sure that Task sync is selected for both services. After selecting Task sync modules, click the **Save** button.\ <br>

### Configuring the task sync rule for Salesforce

***

Expand the task rule section for Teamwork:

<figure><img src="/files/s9Nmho4GDjoitGBJgQ5P" alt=""><figcaption></figcaption></figure>

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 Outlook

***

For Outlook you can enable Yoxel to sync either all your tasks, **“All my tasks”** option, or only those that are assigned task list categories, **“All tasks from task list categories and”** option. If you choose the second option for syncing, Yoxel creates the task list categories when syncing your Teamwork tasks to Outlook. You can then sync Outlook tasks directly to Teamwork task lists by creating them in Outlook and assigning those task list categories.

<figure><img src="/files/cHTUrW9eKOvRIwCW5W09" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the **“Completed”** status.
{% endhint %}

\
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.


# User templates for Outlook (MS Exchange)

Yoxel templates allow administrators to setup team wide sync configurations. Multiple templates can be configured to support groups of users with different sync requirements. With the templates in place new users just have to authorize Yoxel to access their Teamwork and Outlook accounts, all sync rules will be pre-configured for them automatically.

### Accessing Yoxel templates

***

Templates are accessible only by Yoxel administrators. To access Yoxel templates navigate to the Yoxel tab and click the **template** icon:

<figure><img src="/files/fT9znrLWmYQ0uJQnbbyi" alt=""><figcaption></figcaption></figure>

### Multiple templates

***

Yoxel allows administrators to setup multiple templates. To create additional templates please select the **"Create template"** option in the template dropdown.

### Teamwork service setup

***

Once in the template setup wizard the Template service is automatically pre-populated based on the current Salesforce company profile. \
\
Administrators need to expand the Template service and select if they would like users to sync Calendar and/or Tasks. Make sure that the Teamwork service is set to Active.\
\
**“Lock user settings”** option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locks Teamwork service, a user will not be able to start task or contact synchronization.

### Outlook service setup

***

To setup the Outlook service, administrators need to:\
\
1\. Choose MS Exchange in the **“Add service”** drop down menu.

<figure><img src="/files/a3fqMknVBZg6MZPWV29i" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how the Outlook service should be named in the Yoxel app instance by entering the name in the **"Display name"** field.

<figure><img src="/files/FOFxAdGNUGR2HrdVmvDJ" alt=""><figcaption></figcaption></figure>

3\. Specify Outlook domains that users use. Only the users with emails from these domains will be allowed to use the service.\
\
4\. Add EWS service URL (the EWS URL should start with “https\://”.) Yoxel supports the MS Exchange starting with 2007.<br>

* To locate the right EWS URL try one of the following steps:<br>
  * Check your current Outlook account settings: Account Settings->\[choose account]->More Settings->\[select Connection tab]->Exchange Proxy Settings. For Mac Users, try the Outlook Preferences-->Accounts-->\[choose account]--->Advanced<br>
  * Check Exchange provider's documentation. Often it will mention the EWS url when describing Entourage 2008 mail client configuration.<br>
  * For Rackspace hosted servers the url would be [https://ews.mex02.emailsrvr.com](https://ews.mex02.emailsrvr.com/). You may also see a URL that ends in '/ews/exchange.asmx'. For Rackspace users this is usually <https://ews.mex02.emailsrvr.com/ews/exchange.asmx><br>
  * If you don't know your EWS URL try the URL you use for webmail login.<br>
  * Open a separate browser window. Paste the EWS URL into the navigation window. If the URL does not end in '/ews/exchange.asmx,' add the '/ews/exchange.asmx' suffix to the server part, i.e. Rackspace users would paste/type <https://ews.mex02.emailsrvr.com/ews/exchange.asmx> <br>
  * If the EWS service is provided by your server you'll see an authentication box pop up in your browser. Use that box to test your username and password. Usually your username will be your email and if that does not work try your windows style 'DOMAIN\username' username. Upon successful login you'll get a page full of xml. Please fill Outlook service form using the username and password you used here.<br>
  * In Yoxel simply specify the server part of the url https\://\<server-name> (Yoxel appends /ews/exchange.asmx under the hood).<br>

5\. Choose how Yoxel should connect to Outlook accounts. Admins have an option to have all users individually authorize Yoxel to access their Outlook accounts, using the **“User entered login and password”** option. Note that each time a user's MS Exchange password is changed, they will have to update the Outlook password in the Yoxel app as well.\
\
The other option, **“'Service login' credentials”** can be used to enter a special MS Exchange service login capable of impersonating other MS Exchange users. This allows Yoxel to access user mailboxes without user level credentials (username/password). With this option, the requirement to update the expired Exchange passwords in Yoxel is eliminated.\
\
6\. To finalize the Outlook service setup administrators need to select if they would like their users to sync Calendar and/or Tasks. **“Lock user settings”** option will lock user-level service settings. Users won't be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locks Outlook service, a user will not be able to start task or contact synchronization.\
\
The next step is to save changes by clicking the Save button and to proceed to setting up the sync rules by clicking **Go to step 2 >** button.

### Sync rules setup

***

Administrators can setup each sync rule

<figure><img src="/files/Z5XCdJIOJ3PINS9pttQS" alt=""><figcaption></figcaption></figure>

* Learn more about [Calendar sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-outlook/calendar-sync-rules-for-outlook).
* Learn more about [Task sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-outlook/task-sync-rules-for-outlook).<br>

After you are done with the sync rule setup publish the template by clicking on the **"Publish template"** button.


# Authorizing Yoxel to access Office 365

To authorize Yoxel to access your Office 365 account:\
\
1\. Choose Office 365 in the **“Add service”** drop down menu

<figure><img src="/files/h68xome5VOa8WJMVTNlG" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how you would like to name the Office 365 service in your Yoxel app instance and select if you would like to sync Calendar and/or Tasks

<figure><img src="/files/Po9qGoolpB3elk15o8g7" alt=""><figcaption></figcaption></figure>

3\. Click Authorize button\
\
After you have clicked the **Authorize** button you will be redirected to the Office 365 account selector page. On that page select an Office 365 account that you would like to sync with Teamwork.\
\
After you have selected the Office 365 account you would like to sync you will be redirected to the Office 365 authorization page that will ask you to provide Yoxel an offline access to your Office 365 account. Please click Accept, you will then be redirected back to Yoxel Sync app.


# Calendar sync rules for Outlook

To start the calendar sync you need to allow Yoxel to access Teamwork and Outlook calendars and then to configure the calendar sync rule.

### Allowing Yoxel to sync calendars

***

To allow Yoxel to sync calendars you need to navigate to your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and Outlook (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 Teamwork

***

Expand the calendar rule section for Teamwork:

<figure><img src="/files/HtaAZtsLsg5tLAXYFUS6" alt=""><figcaption></figcaption></figure>

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 Teamwork.\
\
To enable bi-directional sync select **"Allow updating, creating, deleting"**. And to enable one-way sync from Teamwork to Outlook select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Gmail back to Teamwork.

### Creating calendar sync rules for Outlook

***

Expand the calendar rule section for Outlook:

<figure><img src="/files/c5kcF5jmPpRLlEm5vTNy" alt=""><figcaption></figcaption></figure>

For Outlook you can enable Yoxel to sync either all events from your primary calendar **“All events from my primary calendar”** option, or only those that are assigned Outlook categories named after your projects, **“All events from project categories and”** option. If you choose the second option for syncing, Yoxel creates the the project categories when syncing Teamwork events and milestones to Outlook. You can then sync Outlook events directly to Teamwork projects by creating them in Outlook and assigning those project categories.\
\
You can sync up to one year of past events and two years of future events.\
\
**"Sync Teamwork meetings as"** is not supported at the moment as Teamwork does not have the "meeting" concept with clear specification of attendees. Please use the second option for now, **"Non-meeting events".**\
\
To enable bi-directional sync select **"Allow updating, creating, deleting"**. And to enable one-way sync from Outlook to Teamwork select **"Prevent any modifications"** option. This option will not allow Yoxel to sync any changes you make in Teamwork back to Outlook.


# Task sync rules for Outlook

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 your Yoxel sync page (from **'My Profile'** -> **'Integrations'**), expand Teamwork and Outlook (Office 365) 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

***

Expand the task rule section for Teamwork:

<figure><img src="/files/JLs30Uoh5S7QBZJJXcqC" alt=""><figcaption></figcaption></figure>

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 Outlook

***

For Outlook you can enable Yoxel to sync either all your tasks, **“All my tasks”** option, or only those that are assigned task list categories, **“All tasks from task list categories and”** option. If you choose the second option for syncing, Yoxel creates the task list categories when syncing your Teamwork tasks to Outlook. You can then sync Outlook tasks directly to Teamwork task lists by creating them in Outlook and assigning those task list categories.

<figure><img src="/files/vdJBZot8wpMRgwBiRsvL" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the **“Completed”** status.
{% endhint %}

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.


# User templates for Office 365

Yoxel templates allow administrators to setup team wide sync configurations. Multiple templates can be configured to support groups of users with different sync requirements. With the templates in place new users just have to authorize Yoxel to access their Teamwork and Office 365 accounts, all sync rules will be pre-configured for them automatically.

### Accessing Yoxel templates

***

Templates are accessible only by Teamwork administrators. To access Yoxel templates navigate to the Yoxel Sync page and click the template icon:

<figure><img src="/files/yE9zKRWm3zBC4ocZzarX" alt=""><figcaption></figcaption></figure>

### Multiple templates

***

Yoxel allows administrators to setup multiple templates. To create additional templates please select the **"Create template"** option in the template dropdown.

### Teamwork service setup

***

Once in the template setup wizard the Teamwork service is automatically pre-populated based on the current Teamwork company profile. \
\
Administrators need to expand the Teamwork service and select if they would like users to sync Calendar and/or Tasks. Make sure that the Teamwork service is set to Active.\
\
**“Lock user settings”** option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locked Teamwork service, a user would not be able to start task synchronization.

### Office 365 service setup

***

To set Gmail service, administrators need to:\
\
1\. Choose Office 365 in the **“Add service”** drop down menu

<figure><img src="/files/rHQE7sjwfwj6jy49O7N6" alt="" width="375"><figcaption></figcaption></figure>

2\. Specify how the Office 365 service should be named in the Yoxel Sync app instance by entering the name in the **"Display name"** field.

<figure><img src="/files/tMqdr6y2sKhCcCXOEw6j" alt=""><figcaption></figcaption></figure>

3\. Specify Office 365 domains that users use. Only the users with emails from these domains will be allowed to use the service.\
\
4\. To finalize the Office 365 service setup administrators need to select if they would like their users to sync Calendar and/or Tasks. **“Lock user settings”** option will lock user-level service settings. Users will not be able to change the sync rules. For example, if an administrator enabled Yoxel to sync only calendars and locks the Office 365 service, a user will not be able to start task synchronization.\
\
The next step is to save changes by clicking the Save button and then to proceed to setting up sync rules by clicking **Go to step 2 >** button.

### Sync rules setup

***

Administrators are able to preset each sync rule

<figure><img src="/files/e8ArQErEgj0fZs6BrL3s" alt=""><figcaption></figcaption></figure>

* Learn more about [Calendar sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/calendar-sync-rules-for-outlook).
* Learn more about [Task sync rules for Outlook](https://helpdocs.yoxel.com/teamwork/yoxel-for-office-365/task-sync-rules-for-outlook).<br>

After you are done with the sync rule setup proceed by clicking on the **"Publish template"** button. Admins will be able to modify the rules after they are published by navigating to each rule and expanding each section.


# Getting started with Yoxel Signals for Google Workspace

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Google Workspace, Microsoft Teams, Webex, Zoom, giving your CRM admins control over the configuration of data signals.

### Prerequisites <a href="#user-content-prerequisites" id="user-content-prerequisites"></a>

***

#### **Salesforce**

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel).
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="/files/61oCmNYWnDMwB2n9nDrc" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/)

#### **SugarCRM**

* You (SugarCRM admin) have access to Web Logic Hooks:

<figure><img src="/files/wdtcAb1S6IlkKn8ypGR1" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="/files/Q5Hh2DjjxDz9WGFiMTQq" alt=""><figcaption></figcaption></figure>

#### **Hubspot CRM**

* You (Hubspot admin) have access to Automation/Workflows:

<figure><img src="/files/O2IUVy7HuLLj7ytINHsW" alt=""><figcaption></figcaption></figure>

### Adding the app <a href="#user-content-adding-the-app" id="user-content-adding-the-app"></a>

***

1\. Ask your Google Workscape admin to add the Yoxel app to spaces to which you want signals to be delivered.

<figure><img src="/files/bORY6lYXr5ESDBja2rIi" alt=""><figcaption></figcaption></figure>

Look for Yoxel \[App]:

<figure><img src="/files/BY8gGllrSURGh21Fuq9M" alt=""><figcaption></figcaption></figure>

You will see the following intro message in the space:

<figure><img src="/files/CmGQSknMk9cCtOzDq3rm" alt=""><figcaption></figcaption></figure>

2\. Then, use the **'/yoxel\_token'** command to look up your integration token. First time, you will be asked to log into your CRM account (Salesforce, Hubspot, SugarCRM,...):

<figure><img src="/files/kUqlwJzcQDx4RszJcTpJ" alt=""><figcaption></figcaption></figure>

Copy the token as you'll need to use it when configuring Salesforce Flow.

<figure><img src="/files/ZB2hTjY4LoQoSzyPbnUG" alt=""><figcaption></figcaption></figure>

3\. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:\
\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals),\
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-hubspot-workflow-signals),\
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/workflow-signals/configuring-sugarcrm-web-logic-hooks)\
\
4\. Once the Flow signals are configured you'll start getting the following notification cards in your spaces:

<figure><img src="/files/Vdc2CH0hgBhdrChUs5k7" alt=""><figcaption></figcaption></figure>


# Getting started with Yoxel Signals for MS Teams

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: MS Teams, Google Workspace, Webex, giving your CRM admins control over the configuration of data signals.

### Prerequisites <a href="#user-content-prerequisites" id="user-content-prerequisites"></a>

***

#### **Salesforce**

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel).
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="/files/unxsIjaDH3zXn0AaWNgN" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/)

#### **SugarCRM**

* You (SugarCRM admin) have access to Web Logic Hooks:

<figure><img src="/files/vxGZtCSRvM5WTa0ActBh" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="/files/dknqISwPckybAt09N1Ng" alt=""><figcaption></figcaption></figure>

#### **Hubspot CRM**

* You (Hubspot admin) have access to Automation/Workflows:

### Adding the app <a href="#user-content-adding-the-app" id="user-content-adding-the-app"></a>

***

1\. Ask your Office 365 / Microsoft Teams admin to install our [Yoxel Signals](https://appsource.microsoft.com/en-US/product/office/WA200004772?tab=Overview) app and add the app to your team(s).\
\
2\. Add the Yoxel tab for a channel to which you want signals to be delivered.

<figure><img src="/files/ymxiJbEJ0tgFQAsLjFyL" alt=""><figcaption></figcaption></figure>

Choose Yoxel from the list of available apps/tabs and Save:

<figure><img src="/files/ir54NvkTpEDpUoTycZp0" alt=""><figcaption></figcaption></figure>

3\. Then, go to the new tab, and confirm your Microsoft Id (LOG IN):

<figure><img src="/files/zZNkW2LAEBUe2rRhLUdl" alt=""><figcaption></figcaption></figure>

4\. Next, connect your CRM account (Salesforce, Hubspot, or SugarCRM):

<figure><img src="/files/LKOotcWcSbC6uASvMlR6" alt=""><figcaption></figcaption></figure>

5\. Then, look up your integration token. Copy the token as you'll need to use it when configuring your CRM workflow automation.

<figure><img src="/files/qfCs7OougwHQz1XJ4k9z" alt=""><figcaption></figcaption></figure>

6\. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:\
\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals),\
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-hubspot-workflow-signals),\
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/workflow-signals/configuring-sugarcrm-web-logic-hooks)\
\
7\. Once your workflow signals are configured you'll start getting the following notification cards in your channels:

<figure><img src="/files/fGUUXIpYIFjMccOpHjiF" alt=""><figcaption></figcaption></figure>


# Getting started with Yoxel Signals for Slack

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Slack, Google Workspace, MS Teams, Webex, giving your CRM admins control over the configuration of data signals.

### Prerequisites

***

#### Salesforce

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel).
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="/files/vtg1gfF9Ub6kY0neKixy" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/)

#### SugarCRM

* You (SugarCRM admin) have access to Web Logic Hooks:&#x20;

<figure><img src="/files/LRRIqPB6cEkGAMnhbzBt" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':&#x20;

<figure><img src="/files/7ACDDAfxx5PDYMmKO9Jw" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

* You (Hubspot admin) have access to Automation/Workflows:

<figure><img src="/files/RuIOQJO4InSTo0RerJeb" alt=""><figcaption></figcaption></figure>

### Adding the app

***

1\. Ask your Slack admin to Install our [Pebbles](https://slack.com/apps/A6WF338RW-pebbles) app from the [web page](https://www.aurinko.io/pebbles/):

<figure><img src="/files/343pGAvv3RgpvPXOusGw" alt=""><figcaption></figcaption></figure>

2\. Pebbles will show the following welcome message in its app channel:

<figure><img src="/files/S5wsI6o7PMZOVRJ5Vb9V" alt=""><figcaption></figcaption></figure>

3\. Go to a channel where you want to bring workflow signals and type the '/threads token' command:

<figure><img src="/files/u0Lx7hOP1pyAcr6tvM2U" alt=""><figcaption></figcaption></figure>

4\. А CRM login popup window will show. Please choose your CRM and login.

<figure><img src="/files/eMFLqbVl1ttzh0H7TDsf" alt=""><figcaption></figcaption></figure>

5\. After a successful login Pebbles will provide an integration token, specific to the current channel.Store the token and use it in your CRM workflow setup.

<figure><img src="/files/PhbyrAnlnItFnBCfYBSG" alt=""><figcaption></figcaption></figure>

6\. Depending on your CRM follow these instructions to setup your workflow signals:\
\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-salesforce-flow-signals),\
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/workflow-signals/configuring-hubspot-workflow-signals),\
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/workflow-signals/configuring-sugarcrm-web-logic-hooks)\
\
7\.  Once your workflow signals are configured you'll start getting the following notification cards in your channels:

<figure><img src="/files/CZu9XmlxjVVD3gpCRelB" alt=""><figcaption></figcaption></figure>


# Getting started with Yoxel Signals for Webex

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Webex, Google Workspace, Microsoft Teams, Zoom, giving your CRM admins control over the configuration of data signals.

### Prerequisites

***

#### Salesforce

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/salesforce/installing-yoxel).
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="/files/ccFGDndh13nsLhTyCf9C" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from Getting started with Yoxel Sync

#### SugarCRM

* You (SugarCRM admin) have access to Web Logic Hooks:&#x20;

<figure><img src="/files/dir1MEh23h5xxoZOIMnO" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':&#x20;

<figure><img src="/files/ainP7rVkrMxu4R5VxWDO" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

* You (Hubspot admin) have access to Automation/Workflows:

<figure><img src="/files/tRzqHkM23fJYPLwB7W0I" alt=""><figcaption></figcaption></figure>

### Adding the app

***

1\. Ask your Webex admin to invite <yoxel@webex.bot> to spaces/rooms to which you want signals to be delivered.

<figure><img src="/files/d9iWw3p2CZZ1fbRJb7Bg" alt=""><figcaption></figcaption></figure>

You will see the following intro message in a room:

<figure><img src="/files/LN6jzMsqhNjOwDFFveIo" alt=""><figcaption></figcaption></figure>

2\. Then, use the '@Yoxel token' command to look up your integration token. First time, you will be asked to log into your CRM account:

<figure><img src="/files/UQuIWZ8k3pjdq07EeYgn" alt=""><figcaption></figcaption></figure>

The token will be shown in your direct chat. Copy the token as you'll need to use it when configuring your workflow signals.

<figure><img src="/files/a3RC1E3ShREHaQ1sSvMi" alt=""><figcaption></figcaption></figure>

3\. Next, go back to your CRM to configure desired workflow signals. Follow these instructions: <br>

[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/salesforce/configuring-salesforce-flow-signals), \
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/yoxel-signals/configuring-hubspot-workflow-signals), \
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/yoxel-signals/configuring-sugarcrm-web-logic-hooks)<br>

4\. Once the workflow signals are configured you'll start getting the following notification cards in your rooms:

<figure><img src="/files/LypeJ937Lk0g1wROu9Ci" alt=""><figcaption></figcaption></figure>


# Getting started with Yoxel Signals for Zoom

Yoxel Signals connects Salesforce Flow with your workspace messaging apps: Zoom, Google Workspace, Microsoft Teams, Webex,  giving your CRM admins control over the configuration of data signals.

### Prerequisites

***

An active Zoom account (free or paid).

#### Salesforce

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/salesforce/installing-yoxel).<br>
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).<br>
* In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click **'Configure'** to make sure your package is active and you have access.

<figure><img src="https://helpdocs.yoxel.com/desk/file/7643825/blob" alt=""><figcaption></figcaption></figure>

* Review steps 1-4 from [Getting started with Yoxel Sync](https://helpdocs.yoxel.com/salesforce/getting-started-with-yoxel-sync)

#### SugarCRM

* You (SugarCRM admin) have access to Web Logic Hooks:&#x20;

<figure><img src="https://helpdocs.yoxel.com/desk/file/8117296/blob" alt=""><figcaption></figcaption></figure>

* Configure API Platform 'yoxel':

<figure><img src="https://helpdocs.yoxel.com/desk/file/8169496/blob" alt=""><figcaption></figcaption></figure>

#### Hubspot CRM

* You (Hubspot admin) have access to Automation/Workflows:

<figure><img src="https://helpdocs.yoxel.com/desk/file/8117246/blob" alt=""><figcaption></figcaption></figure>

### Adding the app

***

1\. Ask your Zoom admin to install Yoxel Signals. It can be found in [Zoom App Marketplace](https://marketplace.zoom.us/apps?appType=ZOOM_APP).\
\
2\.  The app will show the following Welcome message in its direct channel. You can always get this information with the **'/yoxel help'** command.

<figure><img src="/files/EG57leGDUxvHg2qlYEFL" alt=""><figcaption></figcaption></figure>

3\. Then, switch to a channel and use the **'/yoxel token'** command to look up your integration token. First time, you will be asked to log into your CRM (Salesforce, Hubspot, SugarCRM,...) account:

<figure><img src="/files/9KJjJLffKgMiLPpftKNH" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Copy the token as you'll need to use it when configuring Salesforce Flow.
{% endhint %}

4. Next, go back to your CRM to configure desired workflow signals. Follow these instructions:\
\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/salesforce/configuring-salesforce-flow-signals), \
[Configuring Hubspot Workflow signals](https://helpdocs.yoxel.com/yoxel-signals/configuring-hubspot-workflow-signals), \
[Configuring SugarCRM Web Logic Hooks](https://helpdocs.yoxel.com/yoxel-signals/configuring-sugarcrm-web-logic-hooks)\
\
5\. Once the workflow signals are configured you'll start getting the following notification cards in your channels:

<figure><img src="/files/fxA0ULXWRoGRm5TFdnVJ" alt=""><figcaption></figcaption></figure>

### Usage

***

1\. Use the <mark style="color:red;">/yoxel token</mark> command in channels to get integration tokens. Then use the tokens to configure signal delivery to the channels.\
\
2\. Use the <mark style="color:red;">/yoxel search \[text]</mark> command to look up CRM records.\
\
3\. Both, the signals and the search command produce cards which you can interact with and get CRM record details through.\
\
4\. Use the <mark style="color:red;">/yoxel logout</mark> command to disconnect a CRM account.

### Removing the app

***

1\. Log into your Zoom account and navigate to the Zoom App Marketplace.\
2\. Click **Manage > Added Apps**.\
3\. Click on the **Remove** button.


# Configuring HighLevel Workflow signals

### Prerequisites

***

* Yoxel Signals companion app needs to be installed. See [Getting started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals), [Getting started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals-for-google-workspace), [Getting started with Yoxel Signals for Webex](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals-for-webex), [Getting started with Yoxel Signals for Zoom](https://helpdocs.yoxel.com/flow-signals/getting-started-with-yoxel-signals-for-zoom)<br>
* Have a web hook URL generated from the Yoxel Signals app (MS Teams, Google Workspace, Webex, Zoom). A separate URL is provided for every channel.

1\. Go to 'Automation' and create a new workflow (from scratch):

<figure><img src="/files/zcrXdWaBigvGSPD60KaV" alt=""><figcaption></figcaption></figure>

2\. Add a desired trigger, i.e. Contact Changed:

<figure><img src="/files/OCnow8F4obWFu29WzjKR" alt="" width="375"><figcaption></figcaption></figure>

3\. Add a new webhook action:

* Choose method POST<br>
* Insert the webhook url you got from the Yoxel Signals app

<figure><img src="/files/OPDqg4BCq9rypRTMTJeo" alt=""><figcaption></figcaption></figure>

Save the webhook action!\
\
4\. Switch to the Settings tab and allow workflow re-entry:

<figure><img src="/files/jyMNz3d9qZQRmiCRQh0S" alt=""><figcaption></figcaption></figure>

5\. Now you can save and publish your new workflow:

<figure><img src="/files/e7kG1vWu3skOkkPWU5gI" alt=""><figcaption></figcaption></figure>


# Configuring Salesforce Flow signals

### Prerequisites

***

* Yoxel Workspace Sync package (version 2.124 or higher) is installed. [See instructions](https://helpdocs.yoxel.com/yoxel-sync/installing-yoxel).<br>
* You (Salesforce admin) have the package license (use the 'Manage Licenses' link to assign one).<br>
* Yoxel Signals companion app needs to be installed. See [Getting started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-ms-teams), [Getting started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/workflow-signals),[ Getting started with Yoxel Signals for Slack](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-slack).

1\. In Salesforce Setup, on the 'Install Packages' page find Yoxel Workspace Sync and click 'Configure' to make sure your package is active and you have access.

<figure><img src="/files/LjXP6ve2coQMuWabGA29" alt=""><figcaption></figcaption></figure>

2\. Review steps 1-4 from [Getting started with Yoxel Workspace Sync](https://helpdocs.yoxel.com/).\
\
3\. Get your integration token from the Yoxel Signals app (MS Teams, Google Workspace, Webex). A separate token is provided for every channel.\
\
4\. Go to Salesforce Setup > Flows to create a new flow:

<figure><img src="/files/PLls4L2mQDx84ApoS6c9" alt=""><figcaption></figcaption></figure>

5\. Choose the Record-Triggered Flow

<figure><img src="/files/2d1PdoGuR8AyRIeyvg0o" alt=""><figcaption></figcaption></figure>

Select and object and a trigger. Specify desired conditions.

<figure><img src="/files/Cz0xs1UAjfVCZhfM3wdy" alt=""><figcaption></figcaption></figure>

Choose the 'Actions' optimized flow:

<figure><img src="/files/pNtwwhQQk7TE5leN4ohH" alt=""><figcaption></figcaption></figure>

6\. Now, add an Action element

<div align="center"><figure><img src="/files/E8eVmxpTFs9Lm2l5j9eS" alt="" width="375"><figcaption></figcaption></figure></div>

<div align="center"><figure><img src="/files/WsGUu20VoID9cfbVZlCP" alt="" width="366"><figcaption></figcaption></figure></div>

Choose the 'Send Yoxel Signal' action:

<figure><img src="/files/72ZkXQNHYZrtFpw5J0DB" alt=""><figcaption></figcaption></figure>

7\. Next, give this action element a name and fill out the key fields that will be sent to your Yoxel Signals apps.

* **Signal topic** - sending the signal to MSTeams, GoogleWS, Webex?<br>
* **Record Id** - required!<br>
* **Record Type Id** - specify if you use record types.<br>
* **Integration token** - Paste the channel integration token that you looked up in your Yoxel Signals app (in MS Teams, Google Workspace, Webex). It is used for routing this signal to your messaging app and a channel/space/room.<br>
* **Status message** - if you want to add a message that will be delivered together with the signal.<br>
* **Created date, Last modified date, Owner Id, Created by id, Last modified by id** - these are optional but fill them out if you can. These fields will help the app understand the triggered changes better.

<figure><img src="/files/7EgOQonIvKyDBLp9vX9w" alt=""><figcaption></figcaption></figure>

Customize the signal card with the Field 1,2,3,4 settings. These are the labels and values that will be presented to the channel users.

<figure><img src="/files/3vUfflRTtlweWC1SEkIg" alt=""><figcaption></figcaption></figure>

Save the action/signal configuration.\
\
8\. After adding the action element, save and activate your new flow:

<figure><img src="/files/Ghdw43WcjDmR4HnZ5uif" alt=""><figcaption></figcaption></figure>

9\. Now you can test the signal delivery by creating/updating an actual CRM record. Expect to see a notification card like this in your channel:

<figure><img src="/files/UTIBtuSiONGe6NNPxNgm" alt=""><figcaption></figcaption></figure>


# Configuring Hubspot Workflow signals

### Prerequisites

***

* Yoxel Signals companion app needs to be installed. See [Getting started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-ms-teams), [Getting started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/workflow-signals),[ Getting started with Yoxel Signals for Slack](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-slack).<br>
* Have a web hook URL generated from the Yoxel Signals app (MS Teams, Google Workspace, Webex, Zoom). A separate URL is provided for every channel.

1\. In Hubspot, go to Automation > Workflows and click Create workflow \[From scratch]

<figure><img src="/files/2lvP5KtPVz6IFKbZl6aK" alt=""><figcaption></figcaption></figure>

2\. Choose what record types you want signals for (i.e. Deal-based) and 'Blank workflow' or 'Schedule' mode:

<figure><img src="/files/yiwDyv7OGzuOz95fNHvu" alt=""><figcaption></figcaption></figure>

3\. Setup a desired trigger. For example, fire a signal when a deal is won:

<figure><img src="/files/UHdinE76wP1hmsOq5ctA" alt="" width="375"><figcaption></figcaption></figure>

4\. Now add a new webhook action:

1. Choose POST method
2. Insert the webhook URL that you got from the Yoxel Signals app
3. Choose the 'Include request signature in header' authentication
4. Enter Yoxel's app ID: 1234399

<figure><img src="/files/1AtIqA5yr1dR2U5b5Rbn" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Choose 'Custom request body' to have Yoxel Signals generate adaptive cards with the fields you specify.*\
*In this mode you have to specify the following three required properties: objectId, objectType, portalId.\[objectType and portalId are specified as static properties.*
{% endhint %}

<figure><img src="/files/H7hjYdEK85Su3p4mYYJH" alt="" width="375"><figcaption></figcaption></figure>

**Save the action!**\
\
5\. Go to the Review stage and activate Re-enrollment:

<figure><img src="/files/KWN1F28Cv5EbExxGZL1g" alt=""><figcaption></figcaption></figure>

Save, turn on your new workflow.\
\
6\. Test the signal by updating a record in the chosen module (i.e. Deal). Here is an opportunity signal that you would see in your messaging app:

<figure><img src="/files/ooMwAn7m3waQIeQBICqX" alt=""><figcaption></figcaption></figure>


# Configuring SugarCRM Web Logic Hooks

### Prerequisites

***

* Yoxel Signals companion app needs to be installed. See [Getting started with Yoxel Signals for MS Teams](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-ms-teams), [Getting started with Yoxel Signals for Google Workspace](https://helpdocs.yoxel.com/workflow-signals),[ Getting started with Yoxel Signals for Slack](https://helpdocs.yoxel.com/workflow-signals/getting-started-with-yoxel-signals-for-slack).<br>
* Have a webhook URL generated from the Yoxel Signals app (MS Teams, Google Workspace, Webex, Zoom). A separate URL is provided for every channel.

1\. Go to Administration Settings > Web Logic Hooks and click 'CREATE'

<figure><img src="/files/OT1nOUyVX0Q4xtGSkb6E" alt=""><figcaption></figcaption></figure>

2\. Give your hook a name, insert the webhook url that you got from the Yoxel Signals app, choose a trigger event, and module. Select POST method.

<figure><img src="/files/PLI2O7JH6Cw0E0HVu8w9" alt=""><figcaption></figcaption></figure>

**Save the hook. You are all set!**\
\
3\. Test the signal by updating a record in the chosen module (i.e. Opportunities). Here is an opportunity signal that you would see in your messaging app:

<figure><img src="/files/HJVdete5uazgjNW8M1PH" alt=""><figcaption></figcaption></figure>

4\. Click Preview to start exploring the capabilities of the Yoxel Signals app.


# Pebbles Overview

Pebbles helps you streamline your product and revenue operations in Slack by providing project management capabilities using Slack threads, integrating email conversations, and integrating popular CRM's like Salesforce, SugarCRM, and Hubspot.

### Project management with Slack threads

***

Pebbles helps your team track and prioritize Slack threads so you can focus on what matters.

* Sort threads by channel, priority, and recent activity to see more than 'All Threads' view offers.<br>
* Prioritize each thread, or snooze them, and opt to share priorities with your team.<br>
* Sort threads according to a manager’s priority, to understand their focus.

<figure><img src="https://helpdocs.yoxel.com/desk/file/8556740/blob" alt=""><figcaption></figcaption></figure>

### CRM and workflow integrations

***

Integrate seamlessly with popular CRM systems like Salesforce, SugarCRM, and HubSpot.

* Workflow signals from your CRM workflow automation tools, like Salesforce Flow.<br>
* Real-time alerts, helping teams stay on top of important revenue-related activities.<br>
* CRM data entry right from Slack, ensuring data quality and minimizing window switching.

<figure><img src="https://helpdocs.yoxel.com/desk/file/8556781/blob" alt=""><figcaption></figcaption></figure>

### Inbox integration

***

Constantly toggling back and forth between Slack and your inbox? Pull your inbox into a private channel and share relevant emails with your team.

* Pull your email into a private channel to bridge internal and external conversations.<br>
* Start a new thread for each email snippet you share with your team for easy tracking.

<figure><img src="/files/2pl8d2K6GMjqcbzaap5K" alt=""><figcaption></figcaption></figure>


# Getting started with Pebbles

See the overview of Pebbles:  [Pebbles Overview](https://helpdocs.yoxel.com/pebbles/pebbles-overview)\
\
\
1\. Install Pebbles from its [web page](https://www.aurinko.io/pebbles/):

<figure><img src="/files/4k1c7NyQFAL1Rz7aY3tE" alt=""><figcaption></figcaption></figure>

2\. Pebbles will show the following Welcome message on its channel:

<figure><img src="/files/NqYIDRaAT7Hc5X0XEyfu" alt=""><figcaption></figcaption></figure>

3\. Follow the instructions and invite Pebbles to channels where you want to track threads, use the '*/invite @Pebbles'* command:

<div data-full-width="true"><figure><img src="/files/XqcyzmY5TU4TUtalTXWT" alt="" width="341"><figcaption></figcaption></figure></div>

4\. Continue communicating in threads, Pebbles will notice active threads. Use the '/threads' command in a channel to see which threads Pebbles is tracking. Use menus to set your priorities and sort the list of threads. Click the #number link to open a thread.

<figure><img src="/files/q4hmcSO0OLluqjoDY9ur" alt=""><figcaption></figcaption></figure>

5\. Click the '⋮' menu on any thread message to find the 'Manage thread' action:

<div align="center"><figure><img src="/files/gftGGmErPW7UuZ1L7my7" alt=""><figcaption></figcaption></figure></div>

This will allow you to set the threads subject and priority:

<figure><img src="/files/m2lGplLUMuwg0cRrkA64" alt=""><figcaption></figcaption></figure>


# Adding Pebbles to the Google Workspace allowlist

This setup is for G Suite accounts only!

Before connecting your G Suite account in Pebbles, you must add Pebbles app to the allowlist in Google Workspace admin console. The following section will guide you through the required steps.\
\
**1. Login to the Admin Console of your Google Workspace**\
\
You must be signed in as a [super administrator](https://support.google.com/a/answer/2405986#super_admin) of your Google Workspace to complete the actions listed below.

<figure><img src="https://helpdocs.yoxel.com/desk/file/8561533/image.png" alt=""><figcaption></figcaption></figure>

**2. Navigate to the API controls in Security Settings**<br>

From the Admin console home, go to **Security > API Controls**. This might be located at the bottom of the page.

<figure><img src="https://helpdocs.yoxel.com/desk/file/8561539/image.png" alt=""><figcaption></figcaption></figure>

**3. Navigate to Manager Third-Party App Access**

<figure><img src="/files/RmF9MNWTWV2Wx7VjpWd0" alt=""><figcaption></figcaption></figure>

**4. Select "Add app" and "OAuth App Name Or Client ID" in the dropdown.**

<figure><img src="/files/raefqeF9RDMqYXhfhHo4" alt=""><figcaption></figcaption></figure>

\
**5. Fill in the OAuth 2.0 Client ID for the Pebbles app:** <br>

{% hint style="info" %}
1047915754379-32pd8tl066pqdu5g3r35neeal0ve3orb.apps.googleusercontent.com
{% endhint %}

select the Pebbles app

<figure><img src="/files/pMgPuNeE0YA6y56SqOw9" alt=""><figcaption></figcaption></figure>

and the available OAuth client ID

<figure><img src="/files/P83gSf5kZrGFlzgJduYT" alt=""><figcaption></figcaption></figure>

then, select scope 'All users'

<figure><img src="/files/7BJnn1dR1vMEJOec4xGG" alt=""><figcaption></figcaption></figure>

then, "Trusted" option for app access

<figure><img src="/files/iLvHgCThihVo5PfjnfIX" alt=""><figcaption></figcaption></figure>

Confirm!

<figure><img src="/files/PLCV41AiKyGCgsoblc8A" alt=""><figcaption></figcaption></figure>

**Now, users of your G Suite domain can connect their accounts in Pebbles!**