Salesforce Mobile and Match My Email

 

Mobile Cards are available in Salesforce Mobile for Match My Email MultiMatch Users.  MultiMatch is in use when the Match My Email managed package is installed into the Salesforce organization.  Users of Standard Match would need to change to MultiMatch to make use of this feature.

The following steps will allow users of Salesforce Mobile to see email messages in a feature-rich format.  A System Administrator in Salesforce.com can add mobile cards provided by the installation of the Match My Email managed package.

In Salesforce Lightning, click on Setup.  Then, in left side bar, under Platform Tools expand Objects and Fields and click on Object Manager.  In the list, click the label for objects used by the organization  – such as Lead, Contact, Account, Opportunity or Case.  After clicking the label, in the left sidebar click Page Layouts.

In Salesforce Classic, navigate to Setup > App Setup/Build > Customize > Object Type > Page Layout.

** In both Lightning and Classic, if there is more than one page layout listed and used, the following changes would need to be made on each page layout.

 

Scroll and click on Visualforce Pages.  Options to right will change.  Click and hold on MME Mobile Email Messages and drag it down into the Mobile Cards section.  A dark green line will guide placement.

mobile cards dragging mme mobile

Double click the blue box (or click on the wrench tool at top right) to open properties for object.  Set height to 44 pixels, check the box to Show Scrollbars, and click OK.  Click SAVE (top left of viewing area) to save the change to this page layout.

Repeat these steps for each object type ( Contacts, Accounts, Leads, Opportunities & Cases ) used by company.

 

What do you think?