# Activating Yoxel Salesforce Add-on

Once Yoxel Salesforce Add-on is installed you should be able to open it in the task pane for any selected email by clicking the add-on's icon:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FKuVyVfZUvAJGO9jYkeDO%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2014-47-19.png?alt=media&#x26;token=5599f939-f6d5-4140-8525-532f09fe1b8c" alt=""><figcaption></figcaption></figure>

The very first time around the add-in will ask you to authorize access to your Office 365 and your Salesforce accounts.\
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1\. Getting offline access to your Office 365 account allows the add-on to send emails when you're not online.

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You'll see details of the requested permissions. Click **'Accept'** to confirm.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FdCNAw5LpKL2INGpC7iQU%2FMonosnap%20Sign%20in%20to%20your%20account%202024-12-24%2015-04-04.png?alt=media&#x26;token=596d0580-4c02-4e84-a15b-c0f2d2ba6281" alt=""><figcaption></figcaption></figure>

2\. Getting access to your Salesforce account is essential to activating the rest of the add-in functionality:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FO1SkL3vNziiGPnWOm7ws%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-13%2020-35-15.png?alt=media&#x26;token=eda1f337-0236-45e9-8c76-aa3b970808be" alt="" width="309"><figcaption></figcaption></figure>

You'll see details of the requested permissions. Click **'Allow'** to confirm.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FRl5lDcnXggqPDU2zwikg%2FMonosnap%20Allow%20Access%3F%20%7C%20Salesforce%202024-12-20%2014-38-53.png?alt=media&#x26;token=804abedd-f992-41e5-849d-8efc03a040d9" alt=""><figcaption></figcaption></figure>

3\. After you've completed the two authorization steps your add-in should be active and should show its **"Home"** page to you. At that point please switch to the **'Settings'** tab to verify that you've connected proper Salesforce account. This is the page where you can de-activate the add-in or re-connect a different Salesforce account.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FAP9EwEuFRDNyZa4QeBbb%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2014-44-42.png?alt=media&#x26;token=f21ca792-233e-4429-ae9f-d3b0f726cb93" alt="" width="318"><figcaption></figcaption></figure>