4.9. Control Panel > Users
The Users area of the Control Panel is likely the one most visited by Admins. This is where you will be able to activate Salesforce Uses for MME. The list presented comes from Salesforce. Initially, it will only show Users with full SFDC licenses. If an Admin has selected Additional User Types, the list will […]
5. Actions from the Activity Dashboard
The Match My Email Activity Dashboard allows Users to take actions on items beyond the automatic matching strategy. To the right of each item in the list are individual actions that can be taken. The buttons Match, Create, (and in the drop menu) Ignore, Reprocess and Edit Record are there to offer flexibility and more […]
4.5. Control Panel> Company > General > Salesforce Settings
Company-level matching and upload rules can be found in a company’s Control Panel at MME > Settings > Control Panel > Company > Salesforce Settings. The company-level settings will dictate how MME functions for all activated Users. It is possible to adjust these on a per-User basis which is mentioned lower in this article. While […]
4.7. Control Panel> Company > General > Close Account
A company’s MME account can be deleted by an Administrative User. While MME staff can also remove an MME account from the system, this menu location makes it possible for a company to control their own MME account and delete it if they want to discontinue use of the app. This does not affect the […]
4.8. Control Panel > Email Services
In this location, a company’s connection to an email hosting service is established. While most companies make use of one email service connection, more than one can be added. The email service is usually added at the time of setup. Any service listed can be updated by clicking on the name of the service and […]
4.6. Control Panel> Company > General > Quotas
Aside from activating User imports, this is the other feature that, when changed, can affect company billing. To explain this feature, it is first important to be clear about MME daily import quotas. When each User is activated to use MME, they get a daily import quota of up to 200 MB per day they […]