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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 Sync from the add-on

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Last updated 4 months ago

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licensed users can activate the Salesforce sync right from the add-on.

Simply navigate to the add-in’s ‘Sync’ tab and click ‘Authorize’.

Your sync is usually pre-configured by a Salesforce admin and you don’t have to configure anything. Start syncing by clicking the ‘Sync now’ button.

In the ‘Yoxel’ add-in, some emails, contacts and events may not sync successfully, and it’s important to pay attention to these items to ensure data accuracy.

Review these items in the add-in to troubleshoot and resolve any issues that may affect your sync results.

To see all your sync configuration details, log in to your Salesforce account and navigate to the ‘Yoxel Sync’ tab. If you’d like to review how to access this tab in your Salesforce interface, check out our guide on .

Adding Yoxel Sync tab (Lightning)
Yoxel Sync