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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 SYNC

Activating admin approved pre-authorizations mode

PreviousAdding Yoxel Sync tabs (Classic)NextAuthorizing Yoxel to access Outlook (MS Exchange)

Last updated 3 months ago

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In Salesforce go to Setup > Apps > Connected Apps > Connected Apps OAuth Usage and scroll down to find Yoxel Sync app. Click Install if you see the button ot click Manage App Policies if the app is already installed.

Click the Edit Policies button to change Permitted Users to "Admin approved users are pre-authorized".

Do not change anything else!

On the app policies page scroll down to Profiles and click the Manage Profiles button. Specify all user profiles that should be approved for Yoxel Sync.

After the admin has configured the settings in Salesforce, they need to go to Yoxel’s admin app and enable this mode in the template.

On the page of the template wizard use Salesforce service and switch Authorization mode to "Authorizations will be provided by a Salesforce administrator". Then click Save.

After this you can step through the wizard and publish your template. All syncs under this template will start using this new mode of authorization and your users won't have to provide self-authorizations anymore.