Introducing the New and Improved Match My Email Dashboard. View announcement
Introducing the New and Improved Match My Email Dashboard. View announcement
How Can We Help?
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Passwords, Credentials & Logging In
- Apple mail customers and App-Specific Passwords (Accounts Prior to June 2019)
- Microsoft 365 Customers and App-Specific Passwords
- When will my Match My Email session time out?
- Having trouble signing in to Match My Email? (Accounts Prior to June 2019)
- Why am I locked out of signing in to Match My Email? (Accounts Prior to June 2019)
- In MME web tab, Type:Matches column is blank
- What is the difference between the web tabs "Match My Email" and "Email Messages"?
- Emails Not Matching to an Opportunity (or other record type)
- How do I add another email account for a non-Salesforce User?
- How do I remove old matched emails from Activity History?
- How to Modify Salesforce Permissions for Match My Email Custom Object
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A. Creating Ignore Rules
- Create ignore rule for an email address from table of email messages
- About Ignore Rules
- Create an ignore rule for a mass marketing email address from table of email messages
- Add email address as personal ignore rule
- Create ignore rule to discard confidential email (MME Admins only)
- Create ignore rule for company domain to prohibit clutter in Salesforce (MME Cloud Admin only)
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B. Create a New Record from Match My Email Cloud
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C. Manually Match & Unmatch Emails to Existing Salesforce.com Records
- Manually match No Match email message to records
- Manually unmatch an email message
- Manually match Ignore status email message to Contact and Account record
- Bulk Manual Match from Email Cloud
- Manually match an email from Contact record to another Salesforce record (MME Custom object only)
- Considerations for Manually Matching or Unmatching Emails
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D. Manually Reprocessing Emails
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E. Deleting Emails
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F. Managing Email Imports into Match My Email Cloud
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G. Modifying Cloud View & Filtering
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H. Sending Email from within Salesforce
- How to update your IMAP email password
- What does error: "'OpenActivities' is not a valid child relationship name for entity Email Message"
- HTTP error while getting salesforce features: 403 Forbidden
- Difficulty Importing from Multiple Google Mail Accounts
- Installation Error: "The ActionID specified was invalid for ActionType Quick Action"
- How to update your Salesforce credential
- Match My Email Visualforce Component not visible in Salesforce Classic on Safari/Chrome
- Adding Match My Email Tab to a profile in Salesforce Classic
- Adding Match My Email Tab to a profile in Salesforce Lightning
- Safari Browser Settings to Ensure Email Message Visibility in Salesforce
- Remove Email Messages List/Web Tab from User's View
- Allow third-party cookies for Chrome
- Understanding Folder Selection Strategies
- Matching to Secondary Email Addresses for Contacts
- Email Templates and HTML versus plain text
- Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication
- Tips on Using a Search Folder in Outlook
- Critical Microsoft Outlook Setting for Sent Email and Match My Email
