Archives: Wiki

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, […]

Remove Email Messages List/Web Tab from User’s View

helpH2 1. Remove access for EmailMessages page for all profiles: a) Go to Setup > Develop > Visualforce Pages b) Find a page in the list with EmailMessages that belong to MME package c) Click “Security” link at the left side of the page row d) Remove all profiles from “Enabled Profiles” list e) Save […]

Liquid Web

Screenshot of email server settings. Fields include "IMAP server" with value "host.yourdomainname.com", "Port" with value "993", "Username" with placeholder text "your email address", and "Password" with placeholder text "your email password".

helpH2     IMAP SETTINGS DURING ACCOUNT SIGNUP IMAP SETTINGS on IMPORT TAB For assistance or questions, please contact support@matchmyemail.com.  

User Permissions in Match My Email

A screenshot of the Match My Email platform. The "Users" tab is selected, showing two user profiles. A user named Ovidiu Birleanu is highlighted. In the "Permissions" section on the right, the user is assigned the "Administrator" role.

helpH2 A User that creates an account for their company is required to be a System Administrator in Salesforce.  Any User that has an administrative profile in Salesforce will have Administrative Permissions in the Match My Email account.  As Users are activated to use Match My Email, this remains true. Administrative Users that visit the […]