Knowledge Base

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.

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

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B38M0EAJ and click the Get It Now button.

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.

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

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.

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.

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.

 

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.

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. Note that Yoxel is handled with licenses; nothing is visible to a user until a license is assigned. Click Install when finished.

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.

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.

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

After a successful installation, continue to Yoxel Sync admin configuration.