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MME Wiki

Match My Email Custom Object or Enhanced Email?

Match My Email automatically matches email to Salesforce records, uploading the data either into the Match My Email custom object or into the Activity Timeline as an Enhanced Email object. There are differences in these two matching strategies as indicated in the below list. *MME = Match My Email

 

 Enhanced EmailMME Custom Object
Works with ClassicYESYES
Works with LightningYESYES
Emails in Dedicated SectionNOYES
Visible in Activity TimelineYESNO
   
CAN MATCH TO:  
Multiple LeadsYESYES
Multiple ContactsYESYES
Multiple Accounts, Opportunities, Cases, and/or Custom ObjectsOnly 1 “What” recordYES
Multiple Email IdentitiesYESYES
Account by Email DomainYESYES
Works or Numbers in SubjectYESYES
Body TaggingYESYES
Upload No Match EmailsYESYES
   
SALESFORCE USER INTERFACE:  
Hover over Subject to ReadNOYES
From is ShowingNOYES
Uploads AttachmentsYESYES
Related Matches are VisibleNOYES
Direction is VisibleNOYES
Date & Time are VisibleYESYES
Date Range FilterNOYES
   
ADDITIONAL FEATURES:  
Manual Match of Emails within Salesforce RecordNOYES
Manual Match of Emails within MME AccountYESYES
Automatically Reprocess Unmatched EmailsYESYES
Create New Records from MME AccountYESYES
Auto-Create New Contacts with Domain MatchingYESYES
Can Block Addresses and Domains from MatchingYESYES
Can Block Specific Confidential EmailYESYES
   
EMAIL COMPOSER WITHIN SALESFORCE:  
SendYESYES
ReplyYESYES
Reply AllYESYES
ForwardYESYES
Mail MergeYESYES
Templates – New EmailYESYES
Templates – ReplyThread OverwrittenYES
Auto-tag for Precision MatchingNOYES
Email TrackingYESNO
   
EMAIL DETAILS:  
Attachment filtering by sizeYESYES
Blocking of inline imagesYESYES
Upload Attachment as FileNONO
Uploads as Notes & AttachmentsYESYES
Granular Permission SettingsNOYES
Bulk Delete by Retention PeriodNOYES
   
REPORTING:  
Summary FieldsNOYES
Direction TrackingNOYES
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