Match My Email Setup Guides & Support

Match My Email Customer Support Information

Match My Email commits to offering the best support in the business. If you have a support issue, Ovidiu Bivolaru, Head of Support and Operations, will ensure that your issue is resolved.

Match My Email is cloud technology.  You do not need a license key to install it.  Just follow the instructions in the excellent Guides below.

 

Standard Version

Self Signup Wizard
Five-minute Self Signup Wizard for Standard version of Match My Email.  Works with any Salesforce.com Edition.

Adding Users Guide
Adding Users to Match My Email is a two-step process.  First, create a domain and assign roles to users.  Then have users log in to their newly created account and authenticate to Salesforce as well as configure their email imports.

Best Practices Guide
Match My Email includes useful features for managing internal emails, matching to secondary email addresses, adding web tabs and conforming email imports to an individual user’s work habits.

Upgrade to MultiMatch: Group/Professional
MultiMatch improves upon ‘native’ Salesforce.com email integration.  It includes many customer-driven features like matching emails to multiple Contacts automatically, comprehensive de-duplication, custom email integration tools, as well as better email presentation and handling in Salesforce.com.

Upgrade to MultiMatch: Enterprise/Unlimited
MultiMatch improves upon ‘native’ Salesforce.com email integration.  It includes many customer-driven features like matching emails to multiple Contacts automatically, comprehensive de-duplication, custom email integration tools, as well as better email presentation and handling in Salesforce.com.

Match My Email Standard Set Up Guide (all Salesforce editions)
This comprehensive Set-Up Guide takes you through the Self Signup Wizard, Adding Users, and Best Practices related to Standard version in a single document.

MultiMatch Setup Guides

MultiMatch Set Up Guide for Salesforce Group/Professional Edition
The purpose of this Set-Up Guide is to get you through the steps as quickly as possible for Professional and Group Editions of Salesforce.com.

MultiMatch Set Up Guide for Salesforce Enterprise/Unlimited Edition
The purpose of this Set-Up Guide is to get you through the steps as quickly as possible for Enterprise and Unlimited Editions of Salesforce.com.

MultiMatch Extras Guide
This guide includes some extra features of MultiMatch that extend its functionality and productivity.

User Management Guides

Adding Users to Existing Match My Email Account
Cloud Admins can follow the steps in this guide to add more users to an existing Match My Email account. New Users can be given one of two roles with different levels

Quick Set Up Guide For Users Salesforce Authentication & IMAP
Once a Match My Email account is set up, each User that is added needs to use this guide to set up authentication through their Salesforce.com login and select folders for email importing. This guide is also helpful to those needing to switch authentication method from security token to OAuth 2.0.

MultiMatch User Guide
The design objective of MME is to put all customer email communications into the right object(s) in Salesforce.com with no user activity required.

The purpose of Match My Email (“MME”) is to integrate your email account or accounts with Salesforce.com (SFDC). MME is designed to be fully automatic, 24/7/365, always on and operate with little or no end-user intervention. MME is a cloud service that is accessible via a browser using a username and password. MME is platform-independent and leverages open standards such as IMAP for email and OAuth for authentication. The service syncs and logs email and its attachments to standard Salesforce.com objects like Leads, Contacts, Accounts, Person Accounts, Opportunities and Cases.

MME’s goal is to make email syncing as seamless and automatic as possible while creating a 100% complete and accurate email log inside of Salesforce.com. Its goal is to do all the work associated with email syncing for the end-user. Time studies show that MME saves the average user 100 hours of manual labor per year.

The service is designed to be “set up and forget” and operate completely in the background. Once an end-user has set up his or her credentials, the service works with no user intervention, including password authentication.

MME works with any IMAP-compatible email server or service such as Microsoft Exchange, Gmail, Google Apps, Zimbra, Lotus Notes, Open-Xchange, Zarafa, Scalix, Communigate PRO, Qmail, Groupwise, Rackspace, GoDaddy, Network Solutions, web.com, AOL, Yahoo!, Hotmail, MacMail, Entourage, Outlook, Thunderbird, and Postfix.

About

A distributor and developer of antivirus and anti-spam software and a Salesforce.com power user.

Address

Match My Email
P.O. Box 143
Ardsley on Hudson, NY 10503 USA

+1 877 302 2027
+1 914 712 9050

http://matchmyemail.com

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