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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 SYNC

Adding and removing users

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Last updated 4 months ago

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Assigning a license for a user can be done on the Manage Licenses page for the Yoxel Sync package. Here you can select new users and remove licensed users.

Proceed to > Click (see link on the left in the App Setup section below the Salesforce toolbar) > Click Manage Licenses underneath the Action Column > Select Add Users or Remove multiple users.

Click Add Users to include new users to Yoxel and select who you want to give licenses. Click either Add All Users or Add button. You will only be allowed to add users up to your Allowed Licenses total. You can purchase additional licenses by following steps in this . After adding a user, the user should be able to access the . If a user has any issues accessing the tab, check their profile settings to ensure they have the correct permissions: . Once you've finished assigning the licenses visit the 'Configure' page of the Yoxel Sync package and go to '' menu. You can activate the sync for the newly licensed users from this page. Click 'Add new users' link to do so.

Note: If you have installed Yoxel for Salesforce with access to admins only, users with other profiles will see a message saying that they are "Unable to access Yoxel data" when accessing Yoxel. To ensure that these users have Yoxel tab and application access see this .

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Yoxel Sync tab
Enabling users to access Yoxel
User management
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Setup
Installed Packages