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ZynBit Knowledge Base

11Frequently Asked Questions

How Can I Change a ZynBit Password?
How Can I Disconnect and Reconnect ZynBox?
Why doesn't ZynBit show me logged in when I reopen Outlook?
I Signup up with ZynBit but I Want to use Sign-In-With-Salesforce Now
How do I change the fields that are required to file email?
ZynBox – Codes in URLs
What does "Unable to retrieve account details" mean?
ZynBox – What Does Field Integrity Exception Mean?
Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
How do I Whitelist the ZynBit.com Domain?
How do I change the fields that are required to file email?

22Install and Log In

What are the Software and Hardware Prerequisites for ZynBit?

User On-Boarding for Organizations

How Do I Connect to a Salesforce Sandbox?

How do I Upgrade ZynBox?

7Outlook Desktop

Get Started connecting with ZynBit for Outlook Desktop
Installation on Machines with Multiple Windows Profiles
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Connecting ZynBit on Restricted Workstations
ZynBit is Running Slowly. What Can I do to Improve Performance?
I Installed ZynBit but it Does Not Show Up in My Inbox
Configuration Settings File and Options for Outlook Desktop

6OWA and Gmail

Get Started connecting with ZynBit for GMail
Using ZynBit for Gmail
ZynBit Outlook Web Add-in (OWA) Installation for PCs
ZynBit Web Add-in for Mac 2016, OWA & Outlook (2013 & 2016)
Enabling OWA plugin with Outlook on an Android or iPhone
Deploying the ZynBit OWA add-in for Admins

1Exchange Web Server

I have Exchange Email. How Do I Connect ZynBit?

4Mass Deployment

Chrome Enterprise Deployment
MSI Deployment of ZynBit for Outlook Desktop
Citrix or Terminal Server Deployment of ZynBox
Deploying the ZynBit OWA add-in for Admins

24Administration

4Service Account Setup for Integration

How do I Setup a Salesforce Service Account?
How do I setup an Exchange Service Account in ZynBit?
How do I Setup an Exchange Impersonation Service Account?
How Do I set up a Delegated Service Account in Exchange?

4User Management

Creating Users With Salesforce Import
Granting ZynBit Administrator Rights to Additional Users
Onboarding ZynBit Users
How do I Reassign ZynBit Licenses?

12Software Configuration

1Zyncal Admin

ZynCal Administration

2ZynSync Admin

ZynSync Administration with a Service Account
Contact Sync Administration

9ZynBox Admin

How do I change the fields that are required to file email?
Configuration Settings File and Options for Outlook Desktop
Connecting ZynBit on Restricted Workstations
Installation on Machines with Multiple Windows Profiles
ZynBit is Running Slowly. What Can I do to Improve Performance?
MSI Deployment of ZynBit for Outlook Desktop
How do I Know People are Using ZynBit?
Salesforce Integration Overview for CRM Admins
How do I Whitelist the ZynBit.com Domain?

3License Management

How Do I Change the Credit Card used for Payment?
Managing your ZynBit License
ZynBit Check-out Tips

What are the Software and Hardware Prerequisites for ZynBit?

35ZynBox Sidebar (Starter)

ZynBox Cheat Sheet

Attaching Emails to Opportunities – Quick Reference Guide

4ZynBox Videos

Video – Manage Events from your Gmail or Outlook Calendar
Video – Log a Meeting, Call or Task
Video – File an Email
Video – Create a Lead or Contact

13Core Features

File an Email and Attachments to Salesforce
Attaching Emails to Opportunities – Quick Reference Guide
Understanding the ZynBit Task Pane
Create a Salesforce Contact and Account from Email
Create a Salesforce Lead or Contact
Convert a Salesforce Lead to a Contact
Edit a Salesforce record from within Email
Add a Task or Event to Salesforce While in Email
Can I File Emails to Multiple Contacts?
Log a Call to Salesforce from within Email
How Do I Get Help for ZynBit?
Search Salesforce using ZynBit
Working With Salesforce Custom Objects (ZynBox)

10Zynbox Admin Configuration

Salesforce Integration Overview for CRM Admins
How do I change the fields that are required to file email?
How do I Configure Notifications and Reminders?
Configuration Settings File and Options for Outlook Desktop
Improved Contact Recognition and Loading Speed
Managing ZynBit Display Fields
ZynBit is Running Slowly. What Can I do to Improve Performance?
How do I Know People are Using ZynBit?
What does "Unable to retrieve account details" mean?
How do I Whitelist the ZynBit.com Domain?

2OWA and Gmail

How Do I Save an Email in Salesforce when Composing it using OWA plugin?
Enabling OWA plugin with Outlook on an Android or iPhone

4Outlook Desktop

Configuration Settings File and Options for Outlook Desktop
ZynBox Outlook Desktop Email Settings Options
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Showing the "Filed with ZynBit" Category

8ZynCal Scheduling Assistant (Starter)

ZynCal Cheat Sheet

2ZynCal Videos

Video – ZynCal Configuration and Setup
Video – ZynCal Use

5ZynCal Articles

Introduction to Zyncal – Intelligent Calendar Booking

ZynCal – Managing Multiple Calendars

How Do I Schedule a ZynCal Meeting for a Specific Time?

How Do I Use ZynCal from the Email Sidebar?

1Zyncal Administration

ZynCal Administration

11ZynSync Automatic Server Sync (Pro)

ZynSync Cheat Sheet

1ZynSync Videos

Video – Email Sync

9ZynSync Articles

Calendar Sync – Between Email and Salesforce

Why Does ZynSync Stop Working When Salesforce or Email Passwords Change

Calendar Sync - Outlook/Gmail Events don't get deleted by Sync

Contact Sync – from Email to Salesforce

Contact Sync – Salesforce to Outlook and Gmail

Email Sync – from Inbox to Salesforce

Task Sync – Bewteen Email and Salesforce

2Sync Administration

ZynSync Administration with a Service Account
Contact Sync Administration

4ZynTrack Customer Insight (Pro)

Understanding ZynIQ

Email Tracking and Viewing Email Opens (ZynBox)

Setup Instructions for ZynIQ Web Tracking
Viewing ZynTrack Results

3ZynBit Mobile (Expert)

Getting Started with ZynBit Mobile Application – Installation and Basic Use
Getting Started with ZynBit Mobile – Managing Emails and Actions
Getting Started with ZynBit Mobile – Manage Salesforce Information

35Release Notes

Release Notes Web Portal 10.14.2018

Release Notes Web Portal 09.09.2018

Release Notes CRM API 09.06.2018

Release Notes – ZynBit11.12.2018

Release Notes OWA, Gmail 10.15.2018
Release Notes ZynBox OWA and Gmail Release 08.19.2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
ZynBit for Gmail – Summer Release 2017
ZynBit Release Notes – August 2016
ZynBit Release notes – July 2016

8Outlook Desktop

Release Notes ZynBox v. 3.6.3.91
Release Notes – ZynBox v. 3.6.2
Release Notes – ZynBox Outlook Desktop v. 3.6.0.79
Release Notes ZynBox 02.26.2018
ZynBit Release Notes – Spring 2018
ZynBit Release Notes – October 2017 Outlook Desktop
ZynBit Release Notes – December 2016
Zynbit Release Notes – October 2016

Release Notes ZynBox Gmail 10.23.2018 v 2.1.3
Release Notes OWA, Gmail 10.15.2018
Release Notes OWA, CRM API 09.30.2018
Release Notes ZynBox OWA and Gmail Release 08.19.2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15

Release Notes ZynSync 10.15.2018
Release Notes ZynSync 08.29.2018
Release Notes ZynSync 08.22.2018
Release Notes ZynSync 04.11.2018
Release Notes ZynSync 04.03.2018

Release Notes ZynCal 10.15.2018
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 06.04.2018
Release Notes ZynCal 04.11.2018

Release notes – ZynMobile iOS 1.39

Sales Rep

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IT Administrator

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ZynBit Administrator

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Salesforce Administrator

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Frequently Asked Questions

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Install and Login

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Administration

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ZynCal Scheduling Assistant (Starter)

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ZynSync Automatic Server Sync (Pro)

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ZynBox Sidebar (Starter)

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ZynTrack Customer Insight (Pro)

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ZynBit Mobile (Expert)

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Release Notes

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