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Considerations for Manually Matching or Unmatching Emails

 

Aside from automatic matching based on email addresses, it may be desired to manually match an email to an existing Salesforce record. (Click here for information on creating new records from MME Cloud.) One example might be if information in a email might be important reference information for another completely separate Lead or Contact.  Another example is if an internal email, which likely gets a status of Ignore in the Match My Email cloud, contains an internal discussion but needs to be connected to a particular record.   It is also possible to remove, or manually unmatch, an email from a record.

One can liken the matching of emails into Salesforce in this way, which is important in understanding adding and removing matches.  When a match is made, an email is uploaded as an object sort of like the hub of a wheel.  Links are then created, technically junction objects called Email Message Related Objects, to connect that email message to the various records much like the spokes in a wheel.  When you manually match, you build another link from the email to a record. When you unmatch, you remove a link but you are not removing the email message itself, or the hub.  In discussing unmatching, it is important to state that you do not want to unmatch all records from the email.  If you do not need the email linked to any records, you would want to consider deleting the email explained in another wiki section.

All Match My Email users can manually match and unmatch from the Email Cloud.  Those using Match My Email’s custom object to hold matched messages can also manually match and unmatch records from within Salesforce.

When logged into the Match My Email cloud, you can view emails that have been imported into the cloud.  Any email message, whether matched, No Match or Ignore status, may be manually matched.  Unmatching obviously is only necessary when an email already is matched.  If seeing only No Match or Ignore status messages would be more efficient, you can filter the cloud based on tips here presented for the No Match example.

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