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Salesforce Sync
Salesforce Sync
  • Getting started with Yoxel Sync
  • Getting started with Yoxel Add-Ons
  • Getting started with Yoxel Signals
  • YOXEL SYNC
    • Yoxel Sync - Custom sync solution for Outlook and Gmail
    • Installing Yoxel
    • Adding and removing users
    • Change log
    • Yoxel Sync admin configuration
    • Testing Yoxel Sync (for admins)
    • Managing Yoxel Sync users
    • Adding Yoxel Sync tab (Lightning)
    • Adding Yoxel Sync tabs (Classic)
    • Activating admin approved pre-authorizations mode
    • Authorizing Yoxel to access Outlook (MS Exchange)
    • Enabling users to access Yoxel
    • How do I cancel my subscription?
    • How to purchase Yoxel licenses?
    • Migrating Yoxel to another Salesforce instance
    • Setting up G Suite service account
    • Uninstalling Yoxel
    • Upgrading to the latest version of Yoxel
    • Why am I email-notified about Yoxel Sync status?
  • YOXEL ADDONS
    • Yoxel Outlook and Gmail addons
    • Installing Yoxel Outlook add-in (for all users)
    • Installing Yoxel Outlook add-in (for yourself)
    • Installing Yoxel Gmail plugin
    • Activating Yoxel Salesforce Add-on
    • Activating Yoxel Sync from the add-on
    • Logging email to Salesforce
    • Home Page: People List and Views
    • Follow-Up robot
    • Email Tracking in Yoxel Add-ons
    • Quick-create a new lead, contact, opportunity, task, case
    • Use your Salesforce lists/views
    • Getting started with Yoxel Google Workspace Add-On
      • Installing Yoxel Google Workspace Add-On
  • YOXEL SIGNALS
    • Configuring Salesforce Flow signals
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  1. YOXEL ADDONS

Activating Yoxel Salesforce Add-on

PreviousInstalling Yoxel Gmail pluginNextActivating Yoxel Sync from the add-on

Last updated 4 months ago

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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:

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

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

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

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

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.