Try our new AI Activity Summarizer

Category - C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

Bulk Manual Match from Email Cloud

Date: November 18, 2016
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

Manually match an email from Contact record to another Salesforce record (MME Custom object only)

Date: January 7, 2022
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

A screenshot of an email management interface showing a list of email messages grouped by period. A pop-up at the bottom right displays match details, including "Richard Morse Finn" and action buttons "Unmatch," "Match," and "Reprocess.

Manually unmatch an email message

Date: October 28, 2015
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

Screenshot of an email management software interface showing a match between two email records. A pop-up window displays details of the match, including email addresses and options to create a new record or match to an existing record. The "OK" button is highlighted.

Manually match Ignore status email message to Contact and Account record

Date: October 29, 2015
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

A screen showing an email management interface. A dialog box named "Match" lists options for creating and matching email records, with "dan" typed in the search bar. The name "Dean Stablemaster at Bedford Horse Farm" is highlighted. A small details window appears below.

Manually match No Match email message to records

Date: October 28, 2015
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records

Considerations for Manually Matching or Unmatching Emails

Date: March 9, 2015
By: Trevor Holewinski
Categories: C. Manually Match & Unmatch Emails to Existing Salesforce.com Records