Yoxel
Yoxel websiteYoxel blogContact Support
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
Powered by GitBook
On this page
  • Start installation
  • Sign in
  • Choose install location
  • Agree to terms and confirm the installation
  • Package details & access levels
  • Remote sites
  • Install completion
  • Next steps

Was this helpful?

  1. YOXEL SYNC

Installing Yoxel

PreviousYoxel Sync - Custom sync solution for Outlook and GmailNextAdding and removing users

Last updated 4 months ago

Was this helpful?

Start installation


To begin using Yoxel Sync you will need to install the trial version of the application from AppExchange. After 30 days, unless licenses are purchased, the app will stop functioning and you will not be charged.

To install a trial version of Yoxel, visit the Yoxel AppExchange listing:

  1. Go to the .

  2. Click the Get It Now button.

Sign in


If prompted, sign in using your Salesforce credentials. You may already be logged in. If so, continue to the next step.

Choose install location


Tell Salesforce whether you are installing to a Production or Sandbox environment. Unless you have a sandbox account and plan to test that way, we recommend you choose Production.

Sandbox: allows you to use apps in a “test” environment, separate from your live production org. You must have admin access to your sandbox in order to install an app in the sandbox. When installed in the sandbox, there is no expiration date for the trial version of Yoxel. Production: your “live” production environment allows for easier conversion from trial licenses to active license without the need to reinstall application and recreate sync settings.

Agree to terms and confirm the installation


This page confirms the installation version of Yoxel and the account being installed into. You are given the opportunity to read the Yoxel terms of service before you continue. Confirm the information, check the box to agree to the terms, and then click Confirm and Install.

Once you have agreed to the Terms and Conditions, you will be asked to confirm the installation. You will be asked for your credentials again. Input them and continue.

Package details & access levels


Inside your Salesforce org, you have a chance to review the package details and choose the application access level. It is up you to decide which profiles will be given access to Yoxel. You can start with just admins, give all users full access, or choose access for specific profiles.

Note that Yoxel is handled with licenses; nothing is visible to a user until a license is assigned.

Click Install when finished.

Remote sites


Yoxel communicates with Salesforce cloud service (Heroku) and internal database; permissions to those sites are packaged in the application. You must confirm the settings to continue with the installation.

Install completion


You'll be taken to the processing screen while Yoxel installs. It should not take more than a few minutes for the process to be completed.

Click on the Done button and proceed to the next steps.

Next steps


When you signup for the 30-day free trial you will gain access to the "every 10 minute" sync. If you would like to test more frequent synchronization, please contact us at .

After a successful installation, continue to .

support@yoxel.com
Yoxel Sync admin configuration
Yoxel listing on AppExchange