G-1. Search for emails to or from a particular Contact

 

 

Search in the Match My Email cloud:

  • Once you are logged into the cloud, type an email address or name into the Search box.

Search for Email Name in Cloud Composite

  • The search will find either matched or No Match emails.

Filtered Cloud by Name Search

  • Click Email Cloud in top menu to return to default cloud view.

 

Search in Salesforce records:

  • Type a name into the Salesforce Search box
  • Clicking on the right option presented will take you to that record

In SF Search by Name click option

  • Email Messages are visible in the Activity History if you use Standard

In SF showing Contact Emails in Act History SM

OR

  • Email Messages are visible in the Email Messages component if you use MultiMatch

In SF showing Contact Emails MM

  • A broader search can be conducted by typing a name into the Salesforce Search box and click Search.

In SF Search by Name click Search

  • This will bring up a screen with all records matching that name.
  • Clicking on Email Messages at left will show all emails matched to all records based on the name searched.

In SF Search by Name click Search show Email Mess section MM

  • Clicking the Show More option indicated by red arrow above will result in a list of all emails matching the search term.

In SF Search by Name click Search show Email Mess section MM show more

 

The Salesforce native filter tools at top allow for further drilling down into data.

Discussion:

  • G. Modifying Cloud View & Filtering - Match My Email G. Modifying Cloud View & Filtering - Match My Email 2015-06-15 21:19:02

    […] are some examples for modifying or filtering the cloud view of emails: G-1. Search for emails to or from a particular Contact G-2. View own emails in Match My Email cloud (MME Admins only) G-3. See more than 20 emails per […]

    […] are some examples for modifying or filtering the cloud view of emails: G-1. Search for emails to or from a particular Contact G-2. View own emails in Match My Email cloud (MME Admins only) G-3. See more than 20 emails per […]

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