Archives: Wiki

Critical Microsoft Outlook Setting for Sent Email and Match My Email

Screenshot of an email client interface showing various options on the top menu, including File, Home, Send/Receive, Folder, View, Help, and Acrobat. The Home tab is active with options like New Email, Zoom, Delete, Archive, and Reply.

helpH2 There is an optional setting in Microsoft Outlook that will allow you to save replied messages to an email in a subfolder, into that subfolder. When this is enabled, the message is never placed in the Sent Items folder but instead only exists in the subfolder where the original email is stored.  In most cases, Users […]

Adjusting Email Attachments for Email Sent From Salesforce

Salesforce Setup page showing the "Email Attachments" settings. The option to search for "attachments" is highlighted, leading to the "Email Attachments" section. Settings include "Always as links," "Include as attachment up to 3 MB," and "Include as attachment up to 2 MB.

helpH2 Salesforce Users can send email out of Salesforce records, either using the Salesforce Email option or the Match My Email provided button.  Both open similar email composers that allow a User to select templates, insert merge fields, make use of text formatting options, and attach files.  Files that are attached to email messages can be […]

Match My Email Custom Object or Enhanced Email?

A comparison table showing features of two email matching tools: "Enhanced Email" and "Match My Email Custom." The table lists various features and indicates whether each tool supports them with "YES" or "NO" entries.

helpH2 Match My Email automatically matches email to Salesforce records, uploading the data either into the Match My Email custom object or into the Activity Timeline as an Enhanced Email object. There are differences in these two matching strategies as indicated in the below list. *MME = Match My Email     Enhanced Email MME […]

Reporting on Enhanced Emails Uploaded by Match My Email

A software interface displaying a "Choose Report Type" menu with "Activities" and "Tasks and Events" highlighted on the left and center respectively. The "Continue" button is circled in red at the bottom right. Other categories are also listed on the left.

helpH2 This article is for Users who are having Match My Email automatically upload email to Salesforce as Enhanced Email.  (Those that are using the Match My Email custom object have different reporting options.  You can read about accessing data via custom report types and also through the use of summary fields we can provide […]

Allow third-party cookies for Chrome

A screenshot of a browser's settings page highlighting the "Privacy and security" section. Options include "Clear browsing data," "Cookies and other site data" with a note that third-party cookies are blocked in incognito mode, and "Site Settings.

helpH2 Periodically, updates of Google Chrome adjust settings that can affect cookies.  Match My Email uses cookies for its webtab.  If Chrome is blocking 3rd party cookies, and thus no data is visible on the webtab or an MME custom component, please do the following to allow four (4) exceptions. In Chrome, click the 3 […]

Leveraging Email Data with Custom Report Types

Screenshot of a software interface for creating a contacts and email messages report. It shows selection steps, options for adding related email messages to contacts, and choices for including records with or without related email messages in the report.

helpH2 Those that choose to upload matched messages to the Match My Email custom object can benefit from enhancements for reporting in Salesforce. Reports in Salesforce are pre-designed based on default report types. These often just involve standard objects such as Contacts and Accounts as is.  Since Match My Email is a third party application, […]