Now with Automated Calendar Sync for Google Workspace and Microsoft 365. Schedule a demo today.

Introducing Automated Calendar Sync.
Schedule a demo today.

MME Wiki

H-1. Sending Email from within Salesforce

In this guide we will send an Email from within Salesforce

In Salesforce the Match My Email email messages object will appear in your Leads, Accounts, Contacts, and Opportunities (You may or may not see our object in all of these as it is dependent on your configuration at time of setup) The following example is under the Account Heading

MME Send 01

To send a new Email from within Salesforce click the “Send Email” button

MME Send 02

Here we can begin to type a contact or account name etc, Salesforce will search through your records and offer suggestions for auto complete. Here we can also attach files if necessary and other options common with all Email clients, When you have completed your Email click “Send”

MME Send 03

Share on facebook
Share on twitter
Share on linkedin
Share on email

Try Match My Email today.