Can Match My Email match to a custom field or object?

 

Out-of-the-box, Match My Email automatically matches to standard Salesforce objects of Leads, Contact, Accounts, Opportunities (that are open) and Cases (that are open).  Match My Email uses the standard email address of Leads and Contacts, and the email address of Opportunity Contact Roels, and Cases to make the match.  Match My Email can match to custom objects, as well as precision-match to standard objects based on custom field tagging instead of email address.

The most common use of custom tag matching is for alternative email address fields already in use by an organization or for Opportunity matching with a one-to-many Contact-to-Opportunity  relationship.  In order to accomplish this precision matching, a unique identifier for the Opportunity is placed within the email subject or body, Precision Matching is enabled for the Match My Email account, and scripting language must be deployed in the backend of installed package.

In order to make use of our scripting language, a User must be using MultiMatch with the managed package installed into Salesforce and needs to have at least the 4.0 package version.  For assistance, contact support@matchmyemail.com.

 

For custom object matching, please contact Match My Email (1.877.302.2027 • 1.914.712.9050)  for a demo of this feature or to schedule a session with support staff.   Custom matching does require some custom programming and technical assistance beyond standard support services. There is an additional fee for this custom work.

Discussion:

  • How do I get email messages to show on Opportunity or other object pages? - Match My Email How do I get email messages to show on Opportunity or other object pages? - Match My Email 2015-09-30 19:57:27

    […] view, if matching is enabled and Match My Email could make the match based on email address or precision tag, you should see the Opportunity (or other record type) in the far right Type:Matches column.  When […]

    […] view, if matching is enabled and Match My Email could make the match based on email address or precision tag, you should see the Opportunity (or other record type) in the far right Type:Matches column.  When […]

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