Setup Guide for Lightning Users –
Salesforce System Administrators
Beyond Basic Setup, Get More Out of Match My Email
Easily access Match My Email by adding it to Salesforce Navigation Bar
Add us to your Salesforce Mobile functionality
Convert to Match My Email’s Send Email button
Add colleagues to your company’s Match My Email account
Keep internal emails from matching to Contact records for employees
Expand matching to Opportunity and Case records & Enable Team De-duplication
For All Steps In One Document
All In One – Setup Guide for Lightning Users
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Free support sessions are available for assistance with setup, questions about the app, or tutorials on features.