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Passwords, Credentials & Logging In
- Apple mail customers and App-Specific Passwords (Accounts Prior to June 2019)
- When will my Match My Email session time out?
- Microsoft 365 Customers and App-Specific Passwords
- Why am I locked out of signing in to Match My Email? (Accounts Prior to June 2019)
- Having trouble signing in to Match My Email? (Accounts Prior to June 2019)
- Why didn't my Email message match into Salesforce?
- Apple mail customers and App-Specific Passwords (Accounts Prior to June 2019)
- When will my Match My Email session time out?
- What is the difference between the web tabs "Match My Email" and "Email Messages"?
- How to Search Emails in Match My Email?
- Microsoft 365 Customers and App-Specific Passwords
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A. Creating Ignore Rules
- Create ignore rule for an email address from table of email messages
- Create ignore rule to discard confidential email (MME Admins only)
- Create ignore rule for company domain to prohibit clutter in Salesforce (MME Cloud Admin only)
- Add email address as personal ignore rule
- Create an ignore rule for a mass marketing email address from table of email messages
- About Ignore Rules
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B. Create a New Record from Match My Email Cloud
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C. Manually Match & Unmatch Emails to Existing Salesforce.com Records
- Bulk Manual Match from Email Cloud
- Manually match an email from Contact record to another Salesforce record (MME Custom object only)
- Manually unmatch an email message
- Manually match Ignore status email message to Contact and Account record
- Manually match No Match email message to records
- Considerations for Manually Matching or Unmatching Emails
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D. Manually Reprocessing Emails
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E. Deleting Emails
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F. Managing Email Imports into Match My Email Cloud
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G. Modifying Cloud View & Filtering
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H. Sending Email from within Salesforce
- Using Send Email Button on Cases (and objects with Dynamic Actions)
- Matching to a Contact and Opportunity when Uploading as Task
- Match My Email One-Way Calendar Syncing
- How to Modify Upload Rules for Body and Attachments
- Setting Up the Email Sync Assistant
- How to Modify Salesforce Permissions for Match My Email Custom Object
- Why do I get "HTTP error while getting Salesforce Features: 404 Not Found" During Setup?
- Match My Email Web Tab Will Not Load
- "INVALID_FIELD_FOR_INSERT_UPDATE: Task: bad field names on insert/update call"
- Why are we getting "Match My Email alerts reminder" regarding User lockout?
- Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication
- "IP restricted or invalid login hours"
- Safari Browser Settings to Ensure Email Message Visibility in Salesforce
- Match My Email Web Tab Will Not Load
- Creating a Custom Match My Email Web Tab in Salesforce
- Allow third-party cookies for Chrome
- Adding Match My Email Tab to a profile in Salesforce Lightning
- Adding Match My Email Tab to a profile in Salesforce Classic
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