Change log

The Yoxel Sync AppExchange Listing includes a Salesforce package, CRM sync logic, and addons like the Outlook add-in and Gmail plugin. The change log covers updates, new features, and fixes.

Yoxel Sync AppExchange Listing consists of the following components:

1. Salesforce package - provides native Salesforce UI to control the sync and the addin configurations. Also provides Flow action for integrating with Google Spaces and MS Teams.

2. Sync - CRM Sync logic

3. Addons - Outlook addin and Gmail plugin (Chrome extension)

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2.158 RevSync (upgrade link), Mar'26

Sync & Add-in: New Capabilities

• Online Meeting Transcript Logging: Automatically log meeting transcripts and AI-generated summaries (for supported licenses) directly to Salesforce as attachments, ensuring every conversation detail is preserved (Meeting Transcript Sync).

• Email Thread Sync Mode: A new “Identify & Follow” sync capability. Once a user manually logs a single email from a thread using a Yoxel add-in, the system will automatically sync all subsequent emails in that specific thread.

• Collective Availability Sharing: From the Yoxel add-in, users can now share scheduling links that reflect the combined availability of multiple internal team members, making it effortless to coordinate multi-person discovery calls or demos.

Addons: Improvements

• Scheduler Enhancements: The booking profiles (event types) UI now allows users to specify a “buffer time” between meetings to prevent back-to-back scheduling.

• Follow-up Bot: Automated follow-up emails sent by the bot are now delivered in full HTML format for better branding and readability.

• Open-Tracking: Significant performance and reliability improvements to the email open-tracking engine.

2.153 RevSync (upgrade link), Oct'25

The Yoxel Sync package has been updated with two key new features:

• Org-Level Reporting: New reports to help administrators and sales operations improve CRM data quality and identify missing follow-up emails.

• Admin Sync Hub (beta): A new centralized dashboard for Salesforce administrators to manage organization-wide syncs, configure new integrations, and monitor sync health.

This update shifts the product focus from individual user syncs to providing organizational visibility and control.

2.145 RevSync (upgrade link), July'25

This release introduces major improvements in user management and visibility tools for Yoxel admins and managers:

• Updated User Management UI provides further details of a user sync status and captured data.

• New "Yoxel Manager" tab allows "managers" (non-admin users) to access the User Management UI

• Open-tracking sync support — syncing of open-tracking data from the add-ons is now available.

• Log-email form customization allows customization of the log-email form.

2.139 Flow Signals, Mar'25

• Addons: Gmail plugin (Chrome extension) migrated to v3 manifest, and our Chrome store listing is now open to public. A free version is available too.

2.139 Flow Signals, Jan'25

• Addons: Outlook addin has been migrated off of deprecated Microsoft id-tokens. All users were prompted to login again.

2.139 Flow Signals, Dec'24

• Addons: Bug fixes in the pinned compose mode of Outlook addin

• Sync: Enabled open tracking syncing from the addons to SFDC.

2.139 Flow Signals (upgrade link), Nov'24

• Fixed broken pagination for template users, causing user sync deactiovations.

• Addons: Improved email signature parsing, more job titles are recognized.

2.138 Flow Signals (upgrade link), Oct'24

- Excluding Customer Portal users from the template and user management. This addressed an issue for organizations with thousands of such users. - Salesforce Flow Action APEX callout issue fix

2.135 Flow Signals (upgrade link), Dec'23

- Minor admin UI fixes

2.134 Flow Signals (upgrade link), Oct'23

- Full-fledged Salesforce email template rendering for Yoxel addons - Addons: Reply using email template / Email using email template

2.133 Flow Signals (upgrade link), Jun'23

- In-package API version upgrades. - EmailMessage trigger improvements.

2.130 Flow Signals (upgrade link), Feb'23

Yoxel Sync is renamed to Yoxel Workspace Sync. - Minor security-related package updates. - Passed Salesforce security re-review! - Yoxel Signals for Slack: Getting Started with Pebbles

2.128 Flow Signals (upgrade link), Aug'22

Yoxel Sync is renamed to Yoxel Workspace Sync. This 'Flow Signals' release adds Salesforce Flow support, allowing organizations to deliver key revenue signals to the workspace messaging apps: MS Teams, Google Workspace, Webеx,...  Getting started with Yoxel Signals Configuring Salesforce Flow signals Salesforce Flow triggers can also be used to initiate the calendar and contacts sync making the sync more "real-time".

2.117 E2A (Aurinko) (upgrade link), Mar'22

Custom sync: Yoxel Sync - Custom sync solution for Outlook and Gmail  - Email to Anything - route email logging to any standard or custom Salesforce object. - Event to Anything - route calendar syncing to any standard or custom Salesforce object. - Field-based filter for contacts and calendar sync. - Default field/value settings. New capabilities: Yoxel Outlook and Gmail addons - Fully revamped look and feel. - Addon customizations (i.e. custom log event forms, menus), managed from the Yoxel Sync package. - Scheduler - share availability and simplify meeting booking. - Email templates. - Email open tracking. - List views.

2.103 New Admin Config (upgrade link)

New capabilities: - New Configuration UI under 'Configuration' link in 'Installed Packages'. - Simplified template setup wizard. - Outlook/Gmail addin setup included.

2.81 Winter 2019

New capabilities: - New option "Convert matched leads to contacts" for automatic lead conversion when syncing meetings to Salesforce. - New option "Require a CRM record match" to prevent unrelated event syncing. - New option "Sync meetings only" to consider only Outlook/Gmail meeting for syncing. - New option "Sync internal attendees only" when creating group events in Salesforce. Enhancements: - Security updates related to communicating with the sync API. - Improved conflict resolutions during the recurrent event sync improvement. - Various performance improvements.

2.77 Winter 2019

New capabilities: - Admin level G Suite authorizations - service account flow. Yoxel admins can now specify G Suite service account credentials at a G suite template level to eliminate the need for user based authorizations. - Admin level Office 365 authorizations - service/daemon OAuth2 flow. Yoxel admins can now ask Office 365 admins to approve Yoxel Sync at a template level to eliminate the need for user based authorizations. Enhancements: - Html content logging is available when using the 'Enhanced email' mode. - Logging email and event attachments as Files is supported. Ask Yoxel support to activate! - Recognizing Salesforce sent emails to prevent duplicate logging. - Using Exchange server push notifications for better deleted items detection. - Ownership transfer for meeting series synced to Salesforce "via attendee". - Many recurrent event sync improvement.

2.69 Spring 2018

New capabilities: - 'Enhanced email' support. Yoxel can now log emails as EmailMessage records. Ask Yoxel support to activate! - Supporting 'Admin approved OAuth2 pre-authorizations' available for connected OAuth2 apps. - Template level email filters. Enhancements: - Improved email thread scan, discovery, filtering (G Suite, Office 365, MS Exchange) - Logging prevention of sensitive Outlook emails - Special processing for email threads without a response (potential spam prevention) - Improved sub account matching: taking into account contact's country, postal code, city - Disabling contact syncing for 'Personal' category/group - More calendar sync modes: sync meetings only & require a CRM record match - More flexible customizations: RecordTypeId dependent value settings, conditional updates - Various performance improvements

2.58 Winter 2017

Major new capabilities: - "True" recurring event sync - Yoxel Mailbox Assistant (Gmail plugin / Office 365 add-in) awareness (know what emails have been logged manually) Enhancements: - Better error analysis and more conservative email notification for sync errors - Performance enhancements for massive email rescans and contact/event/task syncs - Disabling private contact creation (an account match is required now) - Allowing new contact creation when an account match is detected - Enhanced account matching by email domain vs. website comparison - Birthdate sync enabled for contacts - Enabling Birthday calendar syncing - Skip syncing for private Outlook contacts - Introduced a mode to ignore incorrect Country/State codes - Introduced internal vs. external user separation for attendee syncing and relating - Introduced a mode for not storing syncEnabled=false event descriptions in Yoxel database - Better handling of a group event turning "private" - Lead relation for logged emails to win over email thread based opportunity relation - More flexible field mappings and default field/value settings for custom configurations Bug fixes: - A number of improvements related to a group-event attendee syncing - Canceled child event (attendance) is recreated in Salesforce - Account matching by association (when other similar domain contacts are found) using false positives - Not recognizing a lead conversion in one sync