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Reporting on Enhanced Emails Uploaded by Match My Email

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ByTrevor Holewinski

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This article is for Users who are having Match My Email automatically upload email to Salesforce as Enhanced Email.

Those that are using the Match My Email custom object have different reporting options.  You can read about accessing data via custom report types and also through the use of summary fields we can provide in this knowledge base article.  Please contact the support team for more information or assistance. 

 

When using Enhanced Email, data is uploaded as a Salesforce Email Message object to the native Salesforce Activity Timeline and is available for reporting.  It is also created as a Task which is helpful for Classic Salesforce Users and for reporting on the data in its task form.  While is is possible to report on the email data as an Email Message, we have found that the related Task object contains more fields and data and may prove more useful. Moreover, if using the provided report type “Tasks and Events”, you will be pulling data as it exists in is Task form.

(Please Note: If you do report on the Salesforce Email Message object,  you should not choose the MME custom Email Message object indicated with “Installed Package: Match My Email.”)

 

1) Click on Reports and click New Report.
Click on Reports and click New Report.
2) Choose Report Type by selecting the Category of Activities and then Tasks and Events. Click Continue.
Choose Report Type by selecting the Category of Activities and then Tasks and Events.

3) Click Filters and click on Show Me. Change to All Activities and click Done.

Click Filters and click on Show Me. Change to All Activities and click Done.
4) Click on Date and change Range to All Time. Click Apply.
Click on Date and change Range to All Time.
5) Add a Filter for Task Subtype.  Fill in the operator as Equals and make value  Email. Click Apply.
Add a Filter for Task Subtype.  Fill in the operator as Equals and make value  Email. More info on Adding a Filter for Task Subtype.
6) You can also choose to look at Open, Completed or both types of Activities.  Email messages are typically completed activities so Completed or Open & Completed would be the best choices. Click Apply.
You can also choose to look at Open, Completed or both types of Activities.
7) Save Report, naming it and assigning it the appropriate folder, and then Run.