How to Search Emails in Match My Email?

 

When emails are matched into Salesforce, they are stored in Data storage. This allows them to be fully indexed so that Users can use Salesforce Search options.  To search for an email in Salesforce, enter a character string, such as a Contact’s name in the Search box.

As in the screenshot below, not only the Contact record containing the string appears, but also the Email Messages section shows there is one email matched based on that character string.

 

 Searching using Salesforce Mobile

When signed in to Salesforc Mobile, at the top of the screen is a prompt to Search Salesforce.  Enter the string as described above.  The Top Results will show and you can look for the Email Messages section.  When you find the email you are looking for, touch the screen for that message and it will open in a detailed view.

 

For assistance or questions, please contact support@matchmyemail.com.

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