Managing Yoxel Sync users

Prerequisites:

• Yoxel Sync package is installed.

• 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':

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

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

1. 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:

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.

1. 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.