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 […]
4.17, 4.18. Data Management > Upgrade Data, > Delete Old Emails
Upgrade Data You need to run this upgrade process if you are upgrading from Match My Email package prior to 4.20 version, as stated. This feature is retained as there are some loyal customers that for specific reasons may not have yet upgraded their installed package beyond this version. Delete Old Emails This is […]
4.19, 4.20. Reporting > Summary Fields, > Generate Data
Summary Fields Use of Summary Fields is another feature available to MME customers that upload to the MME Email Message custom object. As a reminder, this means emails are not logging in the native Salesforce timeline but in the MME Email timeline added to the object page layout. If uploading is set to Enhanced Email, […]