Matching to a Contact and Opportunity in Standard version

When using Standard Match (Upload as Task), it is possible to match simultaneously to Contacts and Opportunities. Match My Email will match to the Contact based on email address, roll up to Account, and share the match to a related and open Opportunity.

The priority order by which Match My Email will make a match is Opportunity, Case, Contact, Lead, and Account. To achieve the result of matching to a Contact, with roll up to Account and sharing to Opportunity, one must confirm an option in Salesforce.com which allows you to relate the same Task to multiple records.

  • Sign in to Salesforce
  • For Classic: Go to Setup > Customize > Activities > Activities Settings
  • For Lightning: Setup > Feature Settings > Sales > Activity Settings
  • Check box for Allow Users to Relate Multiple Contacts to Tasks and Events to enable (shown as last option in screenshot below)

Screen Shot 2014-08-29 standard op matching enable step in SF 

With this option checked, when Match My Email matches emails to Contact records, these emails would then be linked to both Accounts and Opportunities.

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