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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

Setting up G Suite service account

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Last updated 4 months ago

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To generate service-account credentials, or to view the public credentials that you've already generated, do the following in your Google API Console:

  1. Open the .

  2. If prompted, select a project, or create a new one. Refer to if creating a new project, the following API's need to be enabled: Gmail API, Google Calendar API, Contacts API, Google People API, and Tasks API.

  3. Click Create service account.

  1. Under Service account details, type a name, ID, and description for the service account, then click Done.

  1. Optional: Under Service account permissions, select the IAM roles to grant to the service account, then click Continue.

  2. Optional: Under Grant users access to this service account, add the users or groups that are allowed to use and manage the service account.

  3. From the main "Service accounts" screen select the newly created account

  1. Click the Enable G Suite Domain-wide Delegation button to activate this feature (if it is not already enabled). Copy the Unique ID, as it will be needed later. Click ADD KEY to create a new JSON key if there is no key yet (you will need to upload this key). Then save the form.

Now an administrator of the G Suite domain needs to delegate authority to the service account, using the Unique ID value you copied.

  1. In the Domain wide delegation pane, select Manage Domain Wide Delegation.

  1. Click Add new.

  1. In the Client ID field, enter the service account's Unique ID that you have copied.

  2. In the OAuth scopes (comma-delimited) field, enter the list of scopes that your application should be granted access to. You will need these scopes: email, https://www.googleapis.com/auth/gmai.modify, https://www.googleapis.com/auth/gmail.send, https://www.googleapis.com/auth/calendar, https://www.googleapis.com/auth/contacts, https://www.googleapis.com/auth/tasks

  3. Click Authorize.

From your G Suite domain’s , go to Main menu menu > Security > Advanced settings [API Controls].

Admin console
Service accounts page
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