4.4. Control Panel> Company > General > Salesforce Connection

At the time your MME account was set up, a Salesforce System Administrator credential was used to connect it to your Salesforce instance.  In order for MME to connect to the correct Salesforce organization, completing the Salesforce Connection is required.  Once a Salesforce Connection is established, the options for Company Name (Salesforce > Setup > Company Information > Organization Name), Company ID (Salesforce Organization ID), and Organization type (Production or Sandbox) are automatically filled in.  The Salesforce Username must be an identity in Salesforce that has System Administrator permission.  It can be that of a User that is an employee/Salesforce Administrator or can be an Integration User identity.  That identity will be the Owner (Created By) for data that is uploaded, whether it is a Salesforce Email Message/Task or the custom MME Email Message object.

If the permissions of that User change or they leave/become inactive in Salesforce, a different System Administrator should sign in, navigate to Control Panel > Company > Salesforce Connection and click Update.  This will prompt a sign in to Salesforce and a prompt to Allow connection, updating the credential to a new System Administrator.

It is important to understand the Owner, or Created By, field for matched emails will contain the identity of the Salesforce Connection User.  If uploading as Enhanced Email, the Assigned field for the Task (or Event) will reflect the identity of the correct Salesforce User based on the following strategy:

• Match Users is enabled in the Company-level Matching Rules
• An email address in the header of the message matches that of a Salesforce User
• We evaluate the position of the email address for priority, beginning with the From field, and then looking into the To field and then CC field. If we cannot identify any email addresses as matching to a Salesforce User, the Assigned User will be that of the Salesforce Connection.
• If User’s have more than one email address that they use, it may be necessary to create a custom field on the User object of type Email. MME Support staff can deliver custom rules that reference the API name of this field. This allows the app to recognize multiple email addresses as belonging to a singular Salesforce User and accurately show Assigned as well as correctly designate Task direction (Activity Field: Email Direction).