# Yoxel Sync - Custom sync solution for Outlook and Gmail

Yoxel Sync is a highly configurable rule-based sync of email, calendar events, contacts. See its AppExchange listing [here](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B38M0EAJ).

### Automatic email logging

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Yoxel automatically scans user inboxes and Salesforce accounts to discover and keep track of ongoing communications with clients.

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* Automatic exclusion of internal communications<br>
* Additional configurable email exclusion rules<br>
* De-duplication of emails received by multiple users<br>
* Automatic addition of new business contacts that are cc’d on emails as contacts in Salesforce<br>
* All logged emails are organized by their original email threads under the ‘Conversations’ tab in Salesforce

#### **Logging emails to any object!**

The sync allows you to configure custom rules of selecting any Salesforce object as a related object for logged emails.&#x20;

1. Define email data extraction rules<br>
2. Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)<br>
3. Define custom lookup rules using the data extracted from the email. <br>

{% hint style="success" %}
*For example, the following case could be implemented: look for a specific ID pattern in a Subject line of emails, use the extracted ID to find a Case object or a custom object that has the ID in a certain field.*
{% endhint %}

### Bi-directional calendar sync

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<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FzbLm3P23xn4nTuqjiKaq%2Fimage.png?alt=media&#x26;token=898a2328-9b33-4995-be64-b8e4601cad0b" alt=""><figcaption></figcaption></figure>

* Bi-directional or uni-directional sync modes are available<br>
* Meetings can get associated with the right CRM records (leads, contacts, opportunities) automatically.<br>
* Automatic addition of new business contacts that are meeting attendees as contacts in Salesforce.<br>
* Automatic lead conversion upon attendee matches<br>
* “True” recurring event syncing is supported using Classic Salesforce series.  The sync allows users to update series in Outlook and Salesforce<br>
* Additional field/value  filter for selecting which user events to sync from Salesforce<br>
* Default field/value setting for new events created by the sync

#### **Logging events to any object!**

The sync allows you to configure custom rules of selecting any Salesforce object as a related object for synced events.&#x20;

1. Define event data extraction rules<br>
2. Specify which Salesforce object should be used as a relation (Opportunity, Case, Custom, ...)<br>
3. Define custom lookup rules using the data extracted from the events <br>

{% hint style="success" %}
*For example, the following case could be implemented: look for a specific ID pattern in a Location line of events, use the extracted ID to find a custom object that has the ID in a certain field.*
{% endhint %}

### Bi-directional contacts sync

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<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FomsliwNeUBVIHOAvQsCR%2Fimage.png?alt=media&#x26;token=73706a8d-10ec-4bd2-927e-73dbd03883b5" alt=""><figcaption></figcaption></figure>

* Bi-directional or uni-directional sync modes are available<br>
* Similarity analysis is run in every sync cycle to prevent creation of duplicate records.<br>
* Additional field/value filter for selecting which contacts to sync from Salesforce<br>
* Default field/value setting for new contacts created by the sync<br>
* Can sync additional email/phone/address fields<br>
* Non-standard Salesforce field mappings can be configured by the Yoxel support team