4.1 Control Panel > Dashboard
The Control Panel will look similar to the following screenshot. The Control Panel menu presented is what an Admin User will see. (End Users have a limited menu allowing them only to create individual Ignore rules and, if needed, to create individually-authenticated imports.) The graphics are simply to give a general overview of what the […]
4.4. Control Panel> Company > General > Salesforce Connection
At the time your MME account was set up, a Salesforce System Administrator credential was used to connect it to your Salesforce instance. In order for MME to connect to the correct Salesforce organization, completing the Salesforce Connection is required. Once a Salesforce Connection is established, the options for Company Name (Salesforce > Setup > […]
4.3. Control Panel> Company > General > Precision Matching
The Precision Matching area is for customers that work with our support team to develop custom matching strategies that go beyond just matching on email address. One way MME can perform custom matching is when the app is instructed to look for a unique value in the body of an email message or description of […]
4.2 Control Panel> Company > General Settings
The Company Name is obtained from Salesforce. It is the value stored in Salesforce Setup > Company Information > Organization Name. The Email Retention Period is the number of days copies of email will be held in the Match My Email account. Once an email is matched to Salesforce records it is a part of […]
4.22. Installation > Email Cloud Properties
The Base URL field is very important for confirming the location of a customer’s Match My Email account. MME operates a server based in the United States and a server based in the EU to comply with GDPR for EU customers. When Admins are setting up Match My Email, their choice of location should automatically […]
4. MME Control Panel and Configure settings
Management of the Match My Email application can be conducted through the Match My Email Setup tab. It is found through the Salesforce App Launcher > Match My Email Setup. The menu provides access to configure the app in Salesforce as well as access the account Control Panel for a company’s MME account on the […]