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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

Testing Yoxel Sync (for admins)

PreviousYoxel Sync admin configurationNextManaging Yoxel Sync users

Last updated 4 months ago

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Prerequisites:


  • Yoxel Sync package is installed.

  • You (Salesforce admin) have the package license (use the 'Manage Licenses' link to assign one).

Once all your services are active you can run the sync by clicking the 'Sync now' button. Test that your other Salesforce users can access the Yoxel Sync tab.

  1. Use the 'Login as' function for a Salesforce user.

After you have configured at least one sync template () go to your Yoxel Sync tab () to examine your sync status. If you chose 'self-authorization' mode in your template you will have to authorize Yoxel Sync to access your remote accounts. Expand a service and activate/authorize. At this point you can connect the sync to a test mailbox account.

Give another user a license: .

Find the .

If the tab is not accessible please check the user profile permissions: .

Yoxel Sync admin configuration
Adding Yoxel Sync tab
Adding and removing users
Adding Yoxel Sync tab
Enabling users to access Yoxel