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 provides a centralized workspace for managing synchronization settings and user access directly within the Salesforce interface. By integrating these tools into the main navigation, Yoxel streamlines administrative workflows and increases visibility for team leads.
Key Capabilities
For Managers (Non-Admins): Grants "manager" users direct access to the User Management UI. This allows team leaders to oversee their members and manage sync status without needing full Salesforce System Administrator permissions.
For Admins: Provides instant access to sync controls and configuration settings from the primary Salesforce menu, removing the need to navigate through the Installed Packages section in Setup.
By surfacing these essential controls as a standard tab, the Yoxel Manager ensures that connection health and seat management are always just a click away.
Where to Find the Yoxel Manager Tab
Overview
The Overview tab provides a quick starting point for setting up and managing Yoxel.
This section is primarily informational and helps onboard new admins.
Sync Templates
The Sync Templates section allows admins to define, manage, and assign synchronization configurations for users.
A template is a predefined set of rules that determines how data is synced between Salesforce and external providers (such as Google or Microsoft).
Each template defines what type of data is synchronized and how the sync behaves.
Sync configured for
Within a template, you can specify which data types are included in sync:
Calendar
Contacts
Tasks
Email
Admins can enable one or multiple data types depending on business needs.
Assigning Users to a Template
Templates are applied to users directly from the template configuration.
Add users
Admins can assign users by clicking Add users and selecting who should be included in the template.
Users can be selected:
individually from the list
by filtering based on profile
by selecting multiple users at once
This makes it easy to apply the same configuration to entire teams or roles.
Why Templates Matter
Templates are the foundation of scalable sync management in Yoxel.
Instead of configuring each user manually, admins can define rules once and apply them to multiple users.
This allows you to:
quickly onboard new users
maintain consistent sync behavior
update configuration centrally
reduce errors and misconfiguration
For more information, see the documentation: Yoxel Sync admin configuration.
Sync Reporting
The Sync Reporting section provides visibility into synchronization activity and system performance.
It helps identify issues, track usage, and understand how sync behaves across the organization.
What you can monitor
Sync activity over time
Number of synced records (emails, events)
Success vs failed sync operations
Error trends and patterns
User Management
The User Management section allows managers and admins to monitor sync activity and user status.
What you сan see
List of users
Sync status (enabled/disabled, last activity)
Assigned template
Flags (badges) indicating sync health and roles
Flag (Badge) Meanings
sync enabled
Sync is active
error
Sync error occurred (e.g., auth issue)
has addin
Gmail or Outlook add-in is installed
admin
User has admin permissions
manager
User is a team manager
package issues
Salesforce package issues detected
data issues
Problems with data mapping or fields
active
User is actively syncing
For more information, see the documentation: Managing Yoxel Sync users.
Inbox Add-ons
The Inbox Add-ons section provides access to installation and usage of Yoxel email integrations.
Yoxel supports:
Gmail add-on
Outlook add-in
Last updated