Match My Email can now scan an email looking for one or more structured expressions or tags in its body – like a Part Number, Contract ID, Order Number, Policy Number, Tracking Number, Patient ID and Invoice Number – and then log the email to the correct Salesforce record automatically.
A 3-column Salesforce Lightning page layout has Details on the left, Activities in the middle and Related Lists on the right. This page layout minimizes white space and allocates more space for Activities which are the most important information in the record.
The default setting for tabs or NAVIGATION ITEMS in Lightning includes a number of tabs or NAVIGATION ITEMS that our users don’t use. We have custom tabs in Classic or from installed packages that users would like to see and use in Lightning.
Match My Email is the leader in custom syncing and logging of emails to Salesforce. More than 50% of our customer base has implemented custom email integration to Salesforce.
To configure Salesforce for a real estate agency, a Salesforce admin needs to think through the listing process and people that are involved in the sourcing, executing and closing a listing.
This week our Sales Reps wanted me to resize the Details and Activity sections in Salesforce Lightning.
Salesforce Lightning includes tools for formatting Record Page Layouts that are easy to use. Let us show you how to do this in our quick instructional video.
Match My Email specializes in email integration, fully automating the syncing and logging of emails to Salesforce. The app is pure cloud technology – no plugins or add-ons. The promise of the app is “Less Work, Better Data, More Transparency”.
In the Salesforce email integration ecosystem where Match My Email plays, the transition to Integration as a Service is in full swing.
Match My Email is the most advanced automated email syncing app for Salesforce.