4.16. Uploading

There are three uploading choices within the MME package configuration.  Two of those choices, Enhanced Email (the default choice upon installation) and Activity History will place matched emails within the native Salesforce Activity Timeline (Lightning).  MME Email Message will place matched emails in the MME custom object.   Each choice is described below.

Enhanced Email

Uploading to Enhanced Email is making a choice to place emails in the native Salesforce Activity Timeline. Emails can be matched to multiple Lead and Contact records but can only be related to one WhatID (Account, Case, Opportunity, or Custom object) which can impact depth of reporting. As a native Salesforce Email Message object, a Task will also be created for reporting on Tasks and Events and for backward compatibility with Classic.  All data is available for reporting and there is no time limit on availability of email in the Salesforce instance. By adding Email as a picklist value on the Task Type field, MME will set the value to Email after making match which can aid in report filtering.

Activity History

The choice of Activity History is the original way MME was able to upload emails to Activity History in Classic, before Salesforce launched Lightning. It will only upload emails as a Task, without a Salesforce Enhanced Email object, and will only match an email to one Lead or one Contact per message.  All data is available for reporting and there is no time limit on availability of email in the Salesforce instance.  Since data exist only as Tasks, this might help with data storage.

MME Email Message

Choosing the upload option of MME Email Message will place matched emails in the MME custom object.  Our custom object allows for matching to multiple WhatID records such as Accounts, Opportunities, Cases, Households, Person Accounts, and custom objects.  It affords more flexibility when using custom matching strategies. Matched emails are visible in a Lightning component when using Salesforce Lightning and a Visualforce component when using Salesforce Classic. The components offer additional search and preview features, as well as options to Reply, Reply All, and Forward email from within Salesforce using the MME email composer.  Email messages can also be linked to additional records in Salesforce.

Emails upload as an MME Email Message object and we build related object links (Email Message Related Objects) to records for matching. All emails are indexed and can be found in the Salesforce global search. All data is available for reporting and there is no time limit on availability of email in the Salesforce instance. Some reporting needs may require use of custom report types.  An add-on reporting package is available that includes summary fields for more data and reporting assistance.

Granular control of matched email visibility is possible using the MME Email Message component.  While most often this is implemented at the profile-level, it is possible to enable permission sets for Users or change organization-wide sharing settings.