Setting Up the Email Sync Assistant
helpH2 The Match My Email managed package includes a component called the Email Sync Assistant. It is an optional tool that allows Users to evaluate email addresses for which Match My Email did not find a match. Users can create Leads, Contacts, Ignore Rules for those addresses or choose to dismiss them for a later […]
Additional Email Fields on Leads and Contacts
helpH2 Upon initial installation, Match My Email will use the value in the Lead or Contact standard email field to match an email. Many companies and organizations may have created their own custom email fields on these objects in order to save secondary email addresses used by outside contacts for communication. Match My Email only […]
Using our Email Composer
helpH2 Installation of the Match My Email package includes the availability of an email composer. An advantage of using our email composer is a copy of the email is automatically Bcc’d to the User’s email account arriving in the Inbox. Our composer does not place the message in the native Activity Timeline when a User […]
Using Exchange Administrator Role for Microsoft 365 Integration with Global Connection Type
helpH2 During setup of Match My Email, an Email Service Connection is established. Those that use Microsoft 365 can choose to create a company-level connection that empowers a Salesforce Administrator to manage Users seamlessly. End Users are not required to perform any steps. Initially, Match My Email will need the Global Administrator to initially grant […]
Creating an Email Service Connection (API) to Google
helpH2 An email service connection the Match My Email app to connect to email accounts of activated Users and bring copies of messages into a cloud space and ultimately into Salesforce. Google Workspace customers are able to make a connection using a JSON key tied to Service Account in which scopes have been authorized and […]
Creating an Email Service Connection (API) to Microsoft 365
helpH2 An email service connection the Match My Email app to connect to email accounts of activated Users and bring copies of messages into a cloud space and ultimately into Salesforce. Microsoft 365 customers are able to make a connection via API through global authentication that enables Salesforce Administrators to easily activate User’s email imports. […]
