A-6. Create ignore rule for company domain to prohibit clutter in Salesforce (MME Cloud Admin only)

 

 

This ignore rule is part of most Match My Email account set-up instructions and is strongly recommended. It is a rule to ignore matching for the email domain(s) of the company using MME. This is a protective measure against unnecessary or unwanted matching of internal email into Salesforce.com records that might contain employee email addresses.

As a further explanation, imagine an employee has their own Lead or Contact record including their company email address. Any email sent or received by that Match My Email User will have their email address in the header. Match My Email will see the match between email address in the header and email address in Salesforce record and thus match every email that employee sends and receives. This can result in personal and unnecessary internal emails being uploaded and stored in Salesforce, which can be a storage and confidentiality issue.

The ignore rule for a company domain is used to guard against this happening. Even if employees are not usually entered into Salesforce as Contacts, it is best to have this rule in place

 

1. In the light blue MME menu ribbon, click Ignores.
2. Click +New button.
Click Ignores plus New

4. In the Ignore List Entry window, fill in as follows:
Filling in Domain Ignore

  • Address to ignore – enter your company’s email domain.  This is everything after the @ symbol in email address.
  • Ignore Type – choose ‘skip address’.  This is very important for this ignore rule.
  • Direction of Address: Choose Any  because you want the rule to work whether email is being sent or received
  • User to Apply To:  Choose email domain (i.e. group of Users of Match My Email) to which you want this rule applied.
  • Click Save.

 

Please note: If a company has more than one email domain, each domain should be ignored for the other, so 2 email domains results in 4 lines of ignore rules (i.e., A to A, A to B, B to A, B to B)

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