1. Install Yoxel Sync from AppExchange.
Make sure you're installing the package
'FOR ALL USERS'!
2. Add a package license for
yourself (admin) and other users.
3. Configure the sync for your
team (default template).
4. Test Yoxel Sync
5. Help your users activate the sync:
6. Manage existing users
7. Install Yoxel Outlook and Gmail addons
Interested in sending workflow signals to your messaging apps?
See this article: Configuring Salesforce Flow signals