Prerequisites:
- Yoxel Sync package is
installed.
- 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':
2. You will be taken to the Yoxel Sync
setup page. Go to the 'Sync templates'
menu:
3. Then click '+ Create new
template' to select a
type of sync you want to
configure (Office 365, MS
Exchange, G
Suite):
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:
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.
Note:
Your Office 365 admin
should be available to
authorize in the admin
mode.
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
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
Admin mode: Your MS Exchange
admin should prepare a special service
login with impersonation
permissions.
6. Scroll further down to the Email
sync settings.
Note: For the G Suite sync this
is available only in the the admin level
authorization mode.
- Emails can be logged to a standard Salesforce object like Opportunity or Case, or any custom object.
- Specify all your email domains so that the sync could exclude internal email communications.
- Specify any additional exclude rules if want to make sure certain categories of emails are never logged to Salesforce.
7. Scroll down to the Calendar sync settings.
- Chose the sync direction.
- Specify time range.
- Specify all your email domains so that the sync could distinguish between internal and external attendees.
- Events can be related to a standard Salesforce object like Opportunity or Case, or any custom object.
- Either all Salesforce user events can be synced or only those satisfying one additional field/value filter.
- You can also define default field values for new events syncing to Salesforce.
- Either all mailbox events can be synced or only meetings
8. Scroll further down to the Contacts sync settings
- Choose the sync direction.
- Choose which Salesforce events need to be synced.
- Specify if any default field values should be set for new contacts syncing to Salesforce.
- Either all Outlook/Gmail contacts can be synced or those from specific categories/groups
9. Scroll down to Add users. Specify users that the sync should be activated for.
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.
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.
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.
12. Your template can now be found on the templates page: