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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 Yoxel Sync tabs (Classic)

PreviousAdding Yoxel Sync tab (Lightning)NextActivating admin approved pre-authorizations mode

Last updated 5 months ago

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To add Yoxel tabs to the Salesforce toolbar proceed by clicking “All tabs” button (plus sign on the right side of the main navigation panel) and then clicking "Customize My Tabs" button:

Once you are on the Customize My Tabs page, (1) in the Available Tabs section scroll to the Conversations and Yoxel Sync tabs, click on them and (2) add them individually to the Salesforce toolbar by clicking the Add arrow. You are also able to (3) prioritize the tabs by moving them up or down with respective buttons. (4) Click the "Save" button after you are done.