Introducing Bulk Activation for Match My Email. View announcement

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“Map” of the Match My Email Activity Dashboard

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Users that sign into Match My Email will have a view to their Activity Dashboard.  The default view is all items excluding those with ignore status.  The default time period is “All Time” which is the Email Retention period with the account – a maximum of 45 days unless this has been adjusted by a company’s Administrator.  Emails will be visible when email importing is activated.  Events will be visible when calendar importing is activated.   Filters can be applied to change the date range, status of email, search terms and/or type of item.  Clicking Refresh will apply chosen filters.

Access via the Salesforce App Launcher > Match My Email (Lightning interface):

Map of the Match My Email Activity Dashboard

Access via the Match My Email website > Login > Portal Choice > Sign in with Salesforce option (web interface):

The View By can always be adjusted using the Filter button to expand the header