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 […]
4.15. Customize > Reprocessing Rules
MME will automatically reprocess emails and events that are retained in the MME Activity Dashboard with No Match status. The goal with this strategy is that if weeks after an email arrives in the account, a User then adds the record in Salesforce, MME will find the new record and bring in the communication that […]
4.11, 4.12, 4.13. Customize > Matching Rules, >Manual Rules, >Tags
Customize > Matching Rules This location is reserved for adding custom matching rules. Due to the various settings and rules required to work seamlessly and in combination, features such as this should only be used under the guidance of MME support staff. Custom matching rules can provide flexibility and precision in how MME matches email […]
