Using Send Email Button on Cases (and objects with Dynamic Actions)
helpH2 Match My Email provides a Send Email button that will launch our email composer in Salesforce. For most objects, that button can be placed in the Mobile & Lightning actions section and will appear on the top right of the screen. When clicked, the composer launches in the middle of the screen. However, Cases […]
Match My Email Calendar Syncing
helpH2 Match My Email released calendar syncing in December 2020 for Microsoft 365 and in March 2021 for Google Workspace in accounts employing an API Email Service connection. While initially available for only Google Workspace Users, calendar syncing is also available for those using Microsoft 365. (read the full article here). Google Workspace Users would […]
“User-rate limit exceeded” error from Google
helpH2 Alert messages are sent to Match My Email Admins (and Users as designated) to inform when there is a problem with connection for the app. If you receive an alert referencing that: an Email import “has been locked out due to excessive number of login errors” and also that the Google query failed due […]
Manually match an email from Contact record to another Salesforce record (MME Custom object only)
helpH2 Perhaps an email message matched to a particular Contact in Salesforce contains pricing or project information that needs to be connected to another record in Salesforce for a future project. When an email is matched, it is only going to be automatically matched to a record when the email address is present in the […]
Match My Email Visualforce Component not visible in Salesforce Classic on Safari/Chrome
helpH2 The Email Messages component used by Match My Email is a Visualforce/APEX component in Classic. If you are using a Safari or Chrome browser and the component is not visible on record pages in Salesforce Classic, please note the below steps: For Chrome, please visit our post about setting changes. For Safari: please […]
Why do I get “HTTP error while getting Salesforce Features: 404 Not Found” During Setup?
helpH2 If you have used the link https://www.matchmyemail.com/install to sign up for a Match My Email account BEFORE you have installed the managed package into your Salesforce organization, you will get this error. If that’s the case, please install first the MatchMyEmail package via “Create Account” button available on https://www.matchmyemail.com/ page.
