F-1. Create an IMAP Import
In this Guide we will create an IMAP import in to Match My Email Through Salesforce
In Salesforce please click on the Match My Email tab in the blue ribbon at the top of your Salesforce screen
Match My Email will alert you that no IMAP account information is configured
Please select the Match My Email Import tab from the blue ribbon
Please select the +New button to create a new IMAP import
In this screen we can enter all the settings to create the IMAP import, The import name at top is optional and can be anything you like e.g. “My Email Import”. Import from is where you will select “Other IMAP server”, IMAP server host is where you will enter your Email Providers IMAP server name and port connection settings (the default port is 993 but can also be changed please check with your Email provider or IT department if you are unsure). The next two fields are where you enter the email address and email password for the user, this is usually the full email address e.g. “user@company.com” but some email providers may use user name only e.g. “user” please check with your email provider or IT department if you are unsure about this. Once you have entered all the correct information you can click the refresh folders button, If everything is working properly you will see a list of available email folders listed on the left hand side “Available Folders” box
Here we can see the list of available folders listed in the “Available Folders” list box
Please select your Inbox folder and Sent message’s folders on the right and add them to the “Selected Folders” box on the left using the orange arrow buttons. Also remember to click the save button to save your configuration
Please select “Start import manually” to begin importing your Email
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