Yoxel Sync is a highly configurable rule-based sync of email, calendar events, contacts. See its AppExchange listing here.
Automatic email logging
Yoxel automatically scans user inboxes and Salesforce accounts to discover and keep track of ongoing communications with clients.
- Automatic exclusion of internal communications
- Additional configurable email exclusion rules
- De-duplication of emails received by multiple users
- Automatic addition of new business contacts that are cc’d on emails as contacts in Salesforce
- 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.
- Define email data extraction rules
- Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)
- Define custom lookup rules using the data extracted from the email.
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.
Bi-directional calendar sync
- Bi-directional or uni-directional sync modes are available
- Meetings can get associated with the right CRM records (leads, contacts, opportunities) automatically.
- Automatic addition of new business contacts that are meeting attendees as contacts in Salesforce.
- Automatic lead conversion upon attendee matches
- “True” recurring event syncing is supported using Classic Salesforce series. The sync allows users to update series in Outlook and Salesforce
- Additional field/value filter for selecting which user events to sync from Salesforce
- 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.
- Define event data extraction rules
- Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)
- Define custom lookup rules using the data extracted from the events
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.
Bi-directional contacts sync
- Bi-directional or uni-directional sync modes are available
- Similarity analysis is run in every sync cycle to prevent creation of duplicate records.
- Additional field/value filter for selecting which contacts to sync from Salesforce
- Default field/value setting for new contacts created by the sync
- Can sync additional email/phone/address fields
- Non-standard Salesforce field mappings can be configured by the Yoxel support team