Archives: Wiki

Match My Email Web Tab Will Not Load

A screenshot of a web browser interface highlighting the options menu. The menu is accessed by clicking the three horizontal lines in the upper right corner of the browser window. The "Options" button within the menu is also highlighted in red.

If the web tab for Match My Email will not load (leaving a blank screen) or will not allow a user to navigate the menu (returning to a login screen), you may need to allow cookies, and add a trusted site, in browser settings. Click on your browser to jump to the relevant section.  If […]

How to Modify Salesforce Permissions for Match My Email Custom Object

A screenshot of a permissions settings interface. It displays various custom object permissions for categories like Email Messages, Email Message Related Objects, and Marketing Rules, with options for Basic Access (Read, Create, Edit, Delete, View All) and Data Administration (Modify All). Some fields are selected with checkmarks, mainly for Email Messages, Email Message Related Objects, and Marketing Rules. The selected options are highlighted with red boxes.

helpH2   Match My Email makes use of a custom object Email Messages and its related Email Messages Related Object to contain and show the matching email information.  If Salesforce.com Users are unable to see matched email in the Email Messages section, modifications can be made at user-level, profile-level, and organization-wide depending on edition of Salesforce.com. […]

LCN.com

Screenshot of an email import settings form. Fields include "Import name," "Import from" with "Other IMAP server" selected, "IMAP server host" set to "mail.lcn.com," "Connection" set to "Secure to dedicated," port "993," "User" for email address, and "Password" for email password.

helpH2     IMAP SETTINGS DURING ACCOUNT SIGNUP IMAP SETTINGS on IMPORT TAB For assistance or questions, please contact support@matchmyemail.com. Click here for more specifics from this provider.

Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication

helpH2   Apple iCloud Users have the option of using two-step verification or two-factor authentication. Existing Match My Email Users that choose to use the 2-factor authentication offered for their iCloud email accounts, may get an alert that their IMAP credential should be updated.  Users actually need to create a specific app password as recommended […]

Bulk Manual Match from Email Cloud

helpH2 When a User is logged in to Match My Email and viewing the Email Cloud, they can manually match multiple selected messages to the same Salesforce records of their choosing.  To do so: In Email Cloud, check the box to left of messages to select them.  Click the Create command button. In the Match […]

One.com

A form with fields for importing email settings. Fields show "Import name," "Import from," "IMAP server host," "Connection," "port," "User," and "Password." Specific server host listed as "imap.one.com" and port "993." Connection is set to "Secure to dedicated.

helpH2     IMAP SETTINGS DURING ACCOUNT SIGNUP IMAP SETTINGS on IMPORT TAB For assistance or questions, please contact support@matchmyemail.com.