Yoxel Manager Tab in Salesforce

A dedicated interface for team managers to monitor user sync activity, identify issues — all from within Salesforce.

The Yoxel Manager tab is a part of the custom Yoxel app built within Salesforce. It provides team managers with visibility into their users’ email sync activity and engagement, helping ensure everything is running smoothly.


Where to Find the Yoxel Manager Tab

  1. Log in to Salesforce.

  2. Select the Yoxel Manager from the App Launcher (top-left menu).

  3. Navigate to the Yoxel Manager tab in the top navigation bar.

  4. Click to access the manager interface.


What a Manager Can See

When you open the Yoxel Manager tab in Salesforce, you'll see the User Management screen. This interface allows managers to view and filter sync-related data for their team members.

Managers can view:

  • A list of users.

  • Sync status (enabled/disabled, last activity timestamp).

  • Status flags (badges) indicating sync health and user role.

  • Template — a predefined set of configuration parameters for a specific sync type (such as Google Sync or Office Sync) that is applied to each user. Managers can see which template is assigned to each team member but cannot modify or select it.

Flag (Badge) Meanings

Each user may have a set of tags ("flags") shown in the Flags column. Here's what they mean:

Flag
Description

sync enabled

Sync is currently active for the user.

error

A sync error occurred (e.g., invalid token, auth failure).

has addin

The Gmail or Outlook add-in is installed and active.

admin

The user has Yoxel admin-level permissions.

manager

The user is assigned as a team manager.

package issues

The user has problems related to Salesforce package installation.

data issues

There are problems with data mapping, missing fields, or incorrect values in synced records.

active

The user is currently active or syncing regularly.

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