Using the Email Sync Assistant
The Email Sync Assistant will present a list of individuals with email addresses to which Match My Email (MME) has not made a match. The addresses come from email messages on the MME Activity Dashboard. In most cases, the status of the message to or from the individual was a No Match. However, if an […]
How to set up your OpenAI API key for the Activity Summarizer
This article is for Match My Email customers setting up their OpenAI API key for the Activity Summarizer. Setup is easy and takes just a few minutes. We designed our Activity Summarizer so customers can connect their org directly to OpenAI. This is for a few important reasons: It’s easy to connect to the OpenAI: […]
Install Alert for Enhanced Email Activity Reports – Change Dashboard Colors
In rare cases, an install of the Match My Email Reports Package for Enhanced Email may fail due to a missing permission for the System Admin to Change Dashboard Colors. While almost all new Salesforce organizations grant the Change Dashboard Colors to a System Administrator, some older instances may not have this permission assigned. If […]
4.23. Alert Settings
MME will send email alerts to Users and Admins when connectivity is broken either for Salesforce or for email & calendar importing. Since periodic issues can occur with outages or maintenance cycles, the app will continue to try and make a successful connection for four (4) hours. If, after that amount of time, it is […]
4.10. Ignores
Within Ignores there are three tabs: Ignores, Confidential Tags and Attachments. Ignore rules instruct MME to ignore matching to records in Salesforce based on ignore rule criteria, specifically a designated email address or entire email domain. The address or domain are considered in conjunction with the type of ignore and direction chosen. When MME processes […]
4.16. Uploading
There are three uploading choices within the MME package configuration. Two of those choices, Enhanced Email (the default choice upon installation) and Activity History will place matched emails within the native Salesforce Activity Timeline (Lightning). MME Email Message will place matched emails in the MME custom object. Each choice is described below. Enhanced Email Uploading […]