Easy Setup

Veloxy has 3 software solutions: iPhone/Droid mobile apps, Outlook/Gmail extensions, and a web app.

We invite you to email us with any questions: support@veloxy.io

Easy Setup - Veloxy Web App

1. Go to veloxy.io
2. Click the Sign In button
   
3. Click the Sign in With Salesforce button
   
4. Sign in with your Salesforce account. If you don't use Salesforce, skip to Step 8.
5. Once you're logged in, go to your Settings
6. Click on the Connect button next to your favorite inbox, Office365 or Gmail.
   
7. If you're a Salesforce user, you're all set to go!
8. If you don't use Salesforce, you'll need to sign in with your Outlook or Gmail accounts.
9. Click the Sign in with Outlook or Sign in with Google button.
    
10. You're all set to go!

Easy Setup - Veloxy Mobile App

1. For iPhone or iPad, go to the Apple App Store, search and download "Veloxy for Salesforce CRM". For Android devices, go to the Google Play Store, search and download "Veloxy for Salesforce CRM".
2. Open the Veloxy app on your smartphone or tablet
3. Tap on the Sign in with Salesforce button
   
4. Sign in with your Salesforce account
5. If your company uses a Custom Domain, eg. https://customdomain.my.salesforce.com, tap on the Sign in with Salesforce button
   
6. Click on the "Use Custom Domain" link. You'll be taken to a page where you can sign in with SSO or Salesforce credentials.

Easy Setup - Veloxy Outlook Extension

1. For Windows Users continue reading. For Mac Users, skip to Step 7.
2. Close Outlook
3. Go to https://api.veloxy.io/veloxyOutlook to download the extension
4. Find the extension in your downloads folder and go through the steps to complete the installation
5. Open Outlook
6. Click on Sign in with Salesforce to sing in with your Salesforce credentials
   
7. For Mac Users, go to the Windows Apps Store
8. Search for Veloxy
9. Click on "Veloxy for Outlook and Salesforce CRM"
10. Click "Get it Now"
11. Open Outlook
12. Click on Sign in with Salesforce to sing in with your Salesforce credentials
    

Easy Setup - Veloxy Gmail Extension

1. Go to the Chrome Web Store
2. Search for Veloxy
3. Click on "Email Tracking for Gmail and Mass Emailing"
4. Click on "Add to Chrome"
5. Open Gmail
6. Click on Sign in with Salesforce to sing in with your Salesforce credentials