Introducing the New and Improved Match My Email Dashboard.
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Introducing the New and Improved Match My Email Dashboard.
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Frequently Asked Questions
Passwords, Credentials & Logging In
Apple mail customers and App-Specific Passwords (Accounts Prior to June 2019)
Why am I locked out of signing in to Match My Email? (Accounts Prior to June 2019)
Microsoft 365 Customers and App-Specific Passwords
When will my Match My Email session time out?
Having trouble signing in to Match My Email? (Accounts Prior to June 2019)
Why didn't my Email message match into Salesforce?
Can Match My Email match to a custom field or object?
Apple mail customers and App-Specific Passwords (Accounts Prior to June 2019)
Why would importing emails into the cloud stop?
What is the difference between the web tabs "Match My Email" and "Email Messages"?
How do I remove old matched emails from Activity History?
What happens to MME email data when a User leaves our company?
How do I determine my edition of Salesforce.com?
How do I add another email account for a non-Salesforce User?
Messages in the Email Cloud Show an Incorrect Date and Time (Accounts Prior to June 2019)
In MME web tab, Type:Matches column is blank
How to Search Emails in Match My Email?
What does "No Info" in Matches column mean? (Accounts Prior to June 2019)
We have employee email addresses in Salesforce records but don't want emails matching to those records.
What does "Reprocess" in Matches column mean?
Searching Attachments in Lightning
How do I enable API access in Salesforce?
How do I get email messages to show on Opportunity or other object pages?
Emails Not Matching to an Opportunity (or other record type)
Adjusting Email Attachments for Email Sent From Salesforce
Why am I locked out of signing in to Match My Email? (Accounts Prior to June 2019)
How to Modify Salesforce Permissions for Match My Email Custom Object
Microsoft 365 Customers and App-Specific Passwords
When will my Match My Email session time out?
Having trouble signing in to Match My Email? (Accounts Prior to June 2019)
Importing email history with Match My Email
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How To Guide
A. Creating Ignore Rules
Create an ignore rule for a mass marketing email address from table of email messages
Add email address as personal ignore rule
About Ignore Rules
Create ignore rule to discard confidential email (MME Admins only)
Create ignore rule for an email address from table of email messages
Create ignore rule for company domain to prohibit clutter in Salesforce (MME Cloud Admin only)
B. Create a New Record from Match My Email Cloud
Create a New Record Considerations
Create a new Lead
Create a new Contact and new Account
Create a new Contact for an Account already in Salesforce
Create a new Secondary Email Address for a Contact
C. Manually Match & Unmatch Emails to Existing Salesforce.com Records
Manually match No Match email message to records
Bulk Manual Match from Email Cloud
Manually unmatch an email message
Considerations for Manually Matching or Unmatching Emails
Manually match Ignore status email message to Contact and Account record
Manually match an email from Contact record to another Salesforce record (MME Custom object only)
D. Manually Reprocessing Emails
Manually Reprocessing Emails
Considerations for Manually Reprocessing Emails
E. Deleting Emails
Deleting Emails in the Match My Email Cloud
Deleting Email from Salesforce
Bulk Removal of Emails and/or Attachments in Salesforce
Deleting Emails Considerations
F. Managing Email Imports into Match My Email Cloud
Updating Email Password in Match My Email
Create an IMAP Import
Considerations for Importing Email into the Cloud
G. Modifying Cloud View & Filtering
"Map" of the Email Cloud
View only No Match emails in Match My Email cloud
G-5. Adjust sorting for Columns
See more than 20 emails per page
Search for emails to or from a particular Contact
View emails for a specific date range
View matched emails for specific User in MME cloud view (MME Admins only)
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H. Sending Email from within Salesforce
Using the Match My Email Composer
Reply, Reply All, and Forward Email from within Salesforce
Using Email Templates in Salesforce
Sending an Email using Organization Wide Address in Salesforce
Product Details
Using Send Email Button on Cases (and objects with Dynamic Actions)
Does MME use API calls, and if so how many?
Match My Email and Salesforce Editions & Custom Platforms
Matching to a Contact and Opportunity when Uploading as Task
How many emails can Salesforce.com store?
Match My Email Custom Object or Enhanced Email?
Is there a limit of email addresses per message that MatchMyEmail can process?
How to Modify Salesforce Permissions for Match My Email Custom Object
Importing email history with Match My Email
Using Match My Email for Community Users
Match My Email Calendar Syncing
How to Modify Upload Rules for Body and Attachments
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Managing Users and MME Account
Creating an Email Service Connection (API) to Google
Creating an Email Service Connection (API) to Microsoft 365
User Permissions in Match My Email
Clarify Identity of Microsoft 365 Email Service
User Roles in Your Match My Email Account (Prior to June 2019)
Removing a User from Match My Email
Stop Use of Match My Email
Removing a User from Match My Email (Accounts Prior To June 2019)
Resetting Microsoft 365 Connection via Global Admin
Add Another Match My Email User (Accounts Prior to June 2019)
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Reports and Dashboard Graphs
Using Salesforce Filters and Operators in Reports
Leveraging Email Data with Custom Report Types
Reporting on Enhanced Emails Uploaded by Match My Email
Import Emails to Match My Email, IMAP Settings
Microsoft Outlook
GoDaddy
Serverdata.net (Fusemail)
Liquid Web
OVH.net
Blue Host
Zoho.com
Fastmail.fm
RackSpace
iCloud Mail
AOL
Sherweb
Yahoo Mail / Rocket Mail
webhostinghub.com
Media Temple
Dreamhost.com
123Reg
1 and 1
Hostmonster.com
Dotster.com
Microsoft 365
Netclusive.de
Finding Mac OS X Mail settings for IMAP
OVH.net Hosted Exchange
Lotus Domino / Lotus Notes
Microsoft Exchange
Mapi (Microsoft's Proprietary Email Protocol)
App River
Gmail / Google Apps
Smarsh
Elephantoutlook.com
1&1 Hosted Exchange
Microsoft 365 Shared Mailboxes
Zimbra
HostGator
Collaborationhost.net
IAG Hosting
Intermedia.net
Roadrunner (Time Warner Cable)
Outlook.com (formerly Hotmail)
One.com
Network Solutions
Myhosting.com
LCN.com
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Understanding Errors and Alerts
Match My Email Web Tab Will Not Load
Error - Name cannot be filtered in a query call
HTTP error while getting salesforce features: 403 Forbidden
How to update your Salesforce credential
How to update your IMAP email password
Quota Limit Exceeded
Why do I get "HTTP error while getting Salesforce Features: 404 Not Found" During Setup?
"IP restricted or invalid login hours"
What does error: "'OpenActivities' is not a valid child relationship name for entity Email Message"
"User-rate limit exceeded" error from Google
"INVALID_FIELD_FOR_INSERT_UPDATE: Task: bad field names on insert/update call"
Emailed Alert for IMAP for User with Google 2-step Verification
Difficulty Importing from Multiple Google Mail Accounts
Import error: "Failed to connect to IMAP server: error while reading data from server: Connection reset by peer”
Alert Regarding IMAP Setup and SF Integration
Alert: API is disabled for User
Installation Error: "The ActionID specified was invalid for ActionType Quick Action"
Why are we getting "Match My Email alerts reminder" regarding User lockout?
Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication
Red "Internal Error" with code
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Web Tab & Emails in Salesforce
Creating a Custom Match My Email Web Tab in Salesforce
Match My Email Web Tab Will Not Load
Remove Email Messages List/Web Tab from User's View
Safari Browser Settings to Ensure Email Message Visibility in Salesforce
Adding Match My Email Tab to a profile in Salesforce Classic
Adding Match My Email Tab to a profile in Salesforce Lightning
Match My Email Visualforce Component not visible in Salesforce Classic on Safari/Chrome
Allow third-party cookies for Chrome
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Salesforce Mobile
Salesforce Mobile and Match My Email
Create an Email Messages tab within Salesforce Mobile
Best Practices
Quickest Way to Move All Emails to Legacy Import Folder in Outlook
Understanding Folder Selection Strategies
Critical Microsoft Outlook Setting for Sent Email and Match My Email
Sending Email using Email Templates
For Upload as Task - Adding Notes & Attachments section to Email Message Layout
Ignore Rule for Email Domain
Deleting Emails from a Global Search in Salesforce.com
Matching to Secondary Email Addresses for Contacts
Using Apple ID/iCloud 2-Step Verification/2-Factor Authentication
Ignore Rule for Confidential Email
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Self Setup
Using Exchange Administrator Role for Microsoft 365 Integration with Global Connection Type
Admin Guide
Articles coming soon