Adding Task Type Dropdown to Salesforce Lightning Task Layout
Tasks are an intuitive way to organize workflows in Salesforce. Salesforce Classic users are often disappointed that the Lightning Task object is different and missing some key features.
December 5, 2019
Capture Every Inbound and Outbound Email and now Voicemail Transcripts in Salesforce Automatically
Match My Email can read the phone number related to a voicemail transcript in the follow-up email and match it to the correct Salesforce record automatically.
Adding Comment Field to Lightning Task Object
One major missing Classic feature is related to the Task Object. Out-of-the-box the Comment field that users had come to expect in the Classic Task Object is missing in Lightning.
Managing Sales Rep Turnover with Automated Email Capture in Salesforce
Match My Email is architected to provide cost-free retention of the emails of former employees. Unlike other apps that store emails offline – like Ebsta and Einstein Capture – Match My Email uploads emails to Salesforce permanently and links them to the relevant Salesforce record or records indefinitely.
Third Generation of Match My Email for Salesforce Has Been Released
Match My Email 3.0 incorporates the latest cloud technologies in terms of security, scalability, artificial intelligence and remote administration in Salesforce.
Multiple Email Addresses for a Contact Still Remains the #1 Salesforce Complaint
Match My Email can sync emails to one or more email addresses associated with a Salesforce Contact – or Lead, Account, Opportunity, Case, Custom Record.
Look at What Our Customers are Saying About Match My Email
Match My Email is the email capture app for Salesforce that actually works. Customers like its Lightning interface, amazing mobile experience, useful analytics and reports, hands-free email syncing and clear presentation of information in Salesforce.
Setup and Forget – A Better Way to Capture Emails in Salesforce Automatically
Match My Email works in the background of Salesforce and captures every email from every source. Once you set it up and you can forget it!
A Better Way to Track Unanswered Customer Emails in Salesforce
The Match My Email dashboard improves responsiveness and productivity. With it, sales reps can’t forget to answer an email which leads directly to higher sales.
A Better Way to Capture and Manage Email Engagement in Salesforce
Match My Email captures every inbound and outbound email in Salesforce from every source.