2. Access to your Company’s Match My Email (MME) Account
Most Users find it convenient to access the MME account from within Salesforce. It is also possible to sign into the MME account from the app’s website using the Login link in the top menu. These options are explained below. From within Salesforce, click the App Launcher (grid of dots left of navigation menu) and […]
3. MME Activity Dashboard – Understanding the Active Users’ Experience
Users can sign into the company’s MME account following the path Salesforce App Launcher > Match My. If a User has an active import for email, calendar, or both, copies of those items will be visible. The default view is private to each active User. Think of this table as a window out to the […]
1. Introduction to How Match My Email Works
Remember that your MME account is located on Amazon Web Services (AWS) servers. At the time of set up, you would have selected either the U.S.- or E.U.- based server. Within your MME account are settings that connect the account to your email server (Email Service) and to your Salesforce instance (Salesforce Connection). Standard […]
Setting Up the Email Sync Assistant
helpH2 The Match My Email managed package includes a component called the Email Sync Assistant. It is an optional tool that allows Users to evaluate email addresses for which Match My Email did not find a match. Users can create Leads, Contacts, Ignore Rules for those addresses or choose to dismiss them for a later […]
4.14. Customize > Secondary Emails
helpH2 Upon initial installation, Match My Email will use the value in the Lead or Contact standard email field to match an email. Many companies and organizations may have created their own custom email fields on these objects in order to save secondary email addresses used by outside contacts for communication. Match My Email only […]
Using our Email Composer
helpH2 Installation of the Match My Email package includes the availability of an email composer. An advantage of using our email composer is a copy of the email is automatically Bcc’d to the User’s email account arriving in the Inbox. Our composer does not place the message in the native Activity Timeline when a User […]