Match My Email Releases New Attachment Blocking Feature
Recently, one of our customers asked us to implement attachment blocking. This particular customer sends large standard attachments – pdf brochures and pdf investment fund performance statements – to prospects and clients. This Match My Email user did not want these attachments to be uploaded to Salesforce to save File Storage. We asked the customer […]
How much storage comes with my Salesforce.com account and how much of that storage will email syncing use up?
Answer: Match My Email prospects and customers ask these questions all the time, so we decided to share some real world information to answer them. All screenshots in this article are clickable, in case the reader wants to get a more detailed view of the data. A Salesforce.com account is also called an organization. For […]
Do I need to leave Salesforce.com to work my customer email communications?
Problem: Salesforce.com users are more productive if they never leave Salesforce.com. Jumping back and forward between your email account and Salesforce.com is inefficient and frustrating. Unfortunately, Salesforce.com does not provide the tools to tightly integrate your email account with your Salesforce.com account. Instead, they provide manual, labor intensive tools that force you to work in […]
