Using Exchange Administrator Role for Microsoft 365 Integration with Global Connection Type
helpH2 During setup of Match My Email, an Email Service Connection is established. Those that use Microsoft 365 can choose to create a company-level connection that empowers a Salesforce Administrator to manage Users seamlessly. End Users are not required to perform any steps. Initially, Match My Email will need the Global Administrator to initially grant […]
Creating an Email Service Connection (API) to Google
helpH2 An email service connection the Match My Email app to connect to email accounts of activated Users and bring copies of messages into a cloud space and ultimately into Salesforce. Google Workspace customers are able to make a connection using a JSON key tied to Service Account in which scopes have been authorized and […]
Creating an Email Service Connection (API) to Microsoft 365
helpH2 An email service connection the Match My Email app to connect to email accounts of activated Users and bring copies of messages into a cloud space and ultimately into Salesforce. Microsoft 365 customers are able to make a connection via API through global authentication that enables Salesforce Administrators to easily activate User’s email imports. […]
Using Send Email Button on Cases (and objects with Dynamic Actions)
helpH2 Match My Email provides a Send Email button that will launch our email composer in Salesforce. For most objects, that button can be placed in the Mobile & Lightning actions section and will appear on the top right of the screen. When clicked, the composer launches in the middle of the screen. However, Cases […]
Match My Email One-Way Calendar Syncing
helpH2 Match My Email released one-way calendar syncing in December 2020 for Microsoft 365 and in March 2021 for Google Workspace in accounts employing an API Email Service connection. While initially available for only Google Workspace Users, one-way calendar syncing is also available for those using Microsoft 365. (read the full article here). Google Workspace […]
“User-rate limit exceeded” error from Google
helpH2 Alert messages are sent to Match My Email Admins (and Users as designated) to inform when there is a problem with connection for the app. If you receive an alert referencing that: an Email import “has been locked out due to excessive number of login errors” and also that the Google query failed due […]