> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-sync/change-log.md).

# Change log

Yoxel Sync [AppExchange Listing](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ) 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](/yoxel-addons/yoxel-outlook-and-gmail-addons.md) (Chrome extension)

***

#### 2.160 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000Osbd\&isdtp=p1)), May'26

We've introduced new monitoring and troubleshooting features to help administrators better identify and resolve synchronization issues.

* **Series Filtering:** Added the ability to view only recurring event series for easier investigation of synchronization issues.
* **Sync Owner Identification:** New column displaying the user or sync connection responsible for updating Salesforce records.
* **Sync Status Alerts:** Sync owners are visually flagged when their synchronization is disabled or encounters errors.
* **Last Update Visibility:** Added tracking of the most recent synchronization update to assist with diagnostics and support.
* **Attribution Accuracy Improvements:** Improved event-to-sync association logic for more reliable troubleshooting and reporting.

#### 2.158 RevSync ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000ZmZ9)), Mar'26

**Sync & Add-in:** New Capabilities<br>

* **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](https://helpdocs.yoxel.com/yoxel-sync/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<br>

* **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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000f8oq)), 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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000edjc)), July'25

This release introduces major improvements in user management and visibility tools for Yoxel admins and managers:&#x20;

* **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](https://chromewebstore.google.com/detail/gmail-addon-for-salesforc/adelbnepkcbhmnmdcohmpgflfghiidop)) 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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000dIfv)), 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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKj000000dAnF)), 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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000Vuw8)), Dec'23

\- Minor admin UI fixes

#### 2.134 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F12x)), 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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000002NzE)), Jun'23

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

#### 2.130 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F0TC)), 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](https://helpdocs.yoxel.com/pebbles/getting-started-with-pebbles)

#### 2.128 Flow Signals ([upgrade link](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R000000F0Fv)), 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](https://helpdocs.yoxel.com/getting-started-with-yoxel-signals)\
[Configuring Salesforce Flow signals](https://helpdocs.yoxel.com/workflow-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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000009Rxs)), Mar'22

**Custom sync:** [Yoxel Sync - Custom sync solution for Outlook and Gmail](https://helpdocs.yoxel.com/yoxel-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](https://helpdocs.yoxel.com/yoxel-addons/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](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2R0000009QlO))

**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](https://releasenotes.docs.salesforce.com/en-us/summer16/release-notes/rn_sales_productivity_email_platform_features.htm)' support. Yoxel can now log emails as EmailMessage records. Ask Yoxel support to activate!\
\- Supporting '[Admin approved OAuth2 pre-authorizations](https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/rn_security_identity_control_oauth_app_policies.htm)' 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<br>

#### 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