# Yoxel Sync admin configuration

### Prerequisites:

***

* Yoxel Sync package is installed.<br>
* You (Salesforce admin) have the package license (use the **'Manage Licenses'** link to assign one).

\
1\. In Salesforce Setup, on the **'Install Packages'** page find Yoxel Sync and click '**Configure':**

<figure><img src="/files/ZA94qZMTkaNvYAKJrJIG" alt=""><figcaption></figcaption></figure>

2\. You will be taken to the Yoxel Sync setup page. Go to the **'Sync templates'** menu:

<figure><img src="/files/mCJhxiaSalaoJXzRXoDt" alt=""><figcaption></figcaption></figure>

3\. Then click **'+ Create new template'** to select a type of sync you want to configure (Office 365, MS Exchange, G Suite):

<figure><img src="/files/yThbaNmO1zimgZMCrP4s" alt=""><figcaption></figcaption></figure>

4\. Now start configuring your new template, i.e. Office 365. The first step is choosing a Salesforce authorization mode. To use the admin level authorizations you need to prepare additional configurations:

* [Salesforce: Activating admin approved pre-authorizations mode](https://helpdocs.yoxel.com/yoxel-sync/activating-admin-approved-pre-authorizations-mode)

<figure><img src="/files/92nIj6ntrfDuyewyRlDS" alt=""><figcaption></figcaption></figure>



5\. Scroll down and choose an authorization mode for the mailbox connections. If you choose 'self-authorizations' mode for your users you want to list allowed email domains and can move further.

{% hint style="info" %}
*Note: Your Office 365 admin should be available to authorize in the admin mode.*
{% endhint %}

<figure><img src="/files/ytKvfaCV7y844XsENI3r" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*Note: to sync G Suite emails you need to activate the admin level authorization mode. Prepare a service account key file first:* [Setting up G Suite service account](https://helpdocs.yoxel.com/yoxel-sync/setting-up-g-suite-service-account)
{% endhint %}

<figure><img src="/files/JuaSaIgAffgVoU7c3HUZ" alt=""><figcaption></figcaption></figure>

MS Exchange authorization settings will require entering an EWS url:

* Check your current Outlook account settings: Account Settings->\[choose account]->More Settings->\[select Connection tab]->Exchange Proxy Settings. For Mac Users, try the Outlook Preferences-->Accounts-->\[choose account]--->Advanced

<figure><img src="/files/RWE033afqXMJolNS6SId" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
*Admin mode: Your MS Exchange admin should prepare a special service login with impersonation permissions.*
{% endhint %}

6\. Scroll further down to the Email sync settings.

{% hint style="info" %}
*Note: For the G Suite sync this is available only in the the admin level authorization mode.*
{% endhint %}

* Emails can be logged to a standard Salesforce object like Opportunity or Case, or any custom object.<br>
* Specify all your email domains so that the sync could exclude internal email communications.<br>
* Specify any additional exclude rules if want to make sure certain categories of emails are never logged to Salesforce.

<figure><img src="/files/pMU0klniv193GaeHer92" alt=""><figcaption></figcaption></figure>

7\. Scroll down to the Calendar sync settings.

* Chose the sync direction.<br>
* Specify time range.<br>
* Specify all your email domains so that the sync could distinguish between internal and external attendees.

<figure><img src="/files/DxMr8N4Pj67hqfECoLrM" alt=""><figcaption></figcaption></figure>

* Events can be related to a standard Salesforce object like Opportunity or Case, or any custom object.<br>
* Either all Salesforce user events can be synced or only those satisfying one additional field/value filter.<br>
* You can also define default field values for new events syncing to Salesforce.

<figure><img src="/files/IFqaMPjqUs5W6DgLTXpF" alt=""><figcaption></figcaption></figure>

* Either all mailbox events can be synced or only meetings

<figure><img src="/files/A9Ku8Hro91xt8rfk7yB2" alt=""><figcaption></figcaption></figure>

8\. Scroll further down to the Contacts sync settings

* Choose the sync direction.<br>
* Choose which Salesforce events need to be synced.<br>
* Specify if any default field values should be set for new contacts syncing to Salesforce.

<figure><img src="/files/WPnwAx7HUsuO8FQgPR0x" alt=""><figcaption></figcaption></figure>

* Either all Outlook/Gmail contacts can be synced or those from specific categories/groups

<figure><img src="/files/hQqvwVCXQOpqc8y90EkQ" alt=""><figcaption></figcaption></figure>

9\. Scroll down to Add users. Specify users that the sync should be activated for.

{% hint style="info" %}
*Note: Your first template is also your 'default' template meaning that it applies for any new licensed user by default. Other templates can specify their own new user activation rules.*
{% endhint %}

<figure><img src="/files/6aqLrNBC9JGCB1GWIeP0" alt=""><figcaption></figcaption></figure>

10\. Click **SAVE** to publish the template and activate it for the specified users. When the 'self-authorization' mode is used user still have to visit their Yoxel Sync page to provide authorizations to complete the sync activation.\ <br>

11\. 2nd, 3rd, and other additional templates will show the user assignment form. Use it to specify user record attributes for automatic assignment of the template.

<figure><img src="/files/wYguxidnqy1gwoa1ZgxD" alt=""><figcaption></figcaption></figure>

12\. Your template can now be found on the templates page:

<figure><img src="/files/Fbm59BSEqh4iSKHe4MlX" alt=""><figcaption></figcaption></figure>


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