How Can We Help?
Match My Email Custom Object or Enhanced Email?
Match My Email automatically matches email to Salesforce records, uploading the data either into the Match My Email custom object or into the Activity Timeline as an Enhanced Email object. There are differences in these two matching strategies as indicated in the below list.
*MME = Match My Email
| Enhanced Email | MME Custom Object | |
|---|---|---|
| Works with Classic | YES | YES |
| Works with Lightning | YES | YES |
| Emails in Dedicated Section | NO | YES |
| Visible in Activity Timeline | YES | NO |
| CAN MATCH TO: | ||
| Multiple Leads | YES | YES |
| Multiple Contacts | YES | YES |
| Multiple Accounts, Opportunities, Cases, and/or Custom Objects | Only 1 “What” record | YES |
| Multiple Email Identities | YES | YES |
| Account by Email Domain | YES | YES |
| Works or Numbers in Subject | YES | YES |
| Body Tagging | YES | YES |
| Upload No Match Emails | YES | YES |
| SALESFORCE USER INTERFACE: | ||
| Hover over Subject to Read | NO | YES |
| From is Showing | NO | YES |
| Uploads Attachments | YES | YES |
| Related Matches are Visible | NO | YES |
| Direction is Visible | NO | YES |
| Date & Time are Visible | YES | YES |
| Date Range Filter | NO | YES |
| ADDITIONAL FEATURES: | ||
| Manual Match of Emails within Salesforce Record | NO | YES |
| Manual Match of Emails within MME Account | YES | YES |
| Automatically Reprocess Unmatched Emails | YES | YES |
| Create New Records from MME Account | YES | YES |
| Auto-Create New Contacts with Domain Matching | YES | YES |
| Can Block Addresses and Domains from Matching | YES | YES |
| Can Block Specific Confidential Email | YES | YES |
| EMAIL COMPOSER WITHIN SALESFORCE: | ||
| Send | YES | YES |
| Reply | YES | YES |
| Reply All | YES | YES |
| Forward | YES | YES |
| Mail Merge | YES | YES |
| Templates – New Email | YES | YES |
| Templates – Reply | Thread Overwritten | YES |
| Auto-tag for Precision Matching | NO | YES |
| Email Tracking | YES | NO |
| EMAIL DETAILS: | ||
| Attachment filtering by size | YES | YES |
| Blocking of inline images | YES | YES |
| Upload Attachment as File | NO | NO |
| Uploads as Notes & Attachments | YES | YES |
| Granular Permission Settings | NO | YES |
| Bulk Delete by Retention Period | NO | YES |
| REPORTING: | ||
| Summary Fields | NO | YES |
| Direction Tracking | NO | YES |
