When a User first logs in to Match My Email, they have not yet set up their importing from their IMAP account and Salesforce Integration. There will be a yellow alert on top of the screen. How do I fix this?
When a User first logs in to Match My Email, they have not yet set up their importing from their IMAP account and the integration into their SalesForce Account. For this reason, an Alert will prominently display at the top of the screen in a yellow box. It is simply there as a reminder that import settings are not in place. A User can click the “Please provide information” link, or in the blue menu ribbon go to Import > +New to add an IMAP import.
To remove the alert on “Please setup your Salesforce account information.” the user will need to go to “Settings” in the blue menu ribbon and click the “blue+” button. If the “applies to:” pull-down option is there, select the users email address and click the “Grant” button, next with production. If the applies to option is not there, just click the “Grant” button, next with production (You may get popups blocked, please click the “always allow” option in the URL bar) and click “Next”. You will be directed to SalesForce to login, then click “Allow”. You will be re-directed to Match My Email and click the “Save” button. This will remove the alerts.
Please see are “Add Another Match My Email User “ for step by step instructions.
Please contact firstname.lastname@example.org for additional assistance or questions.