What is the difference between the options “Match My Email”, “Match My Email Setup”, and “Email Messages(Lightning)”?
helpH2
Upon installation of Match My Email, Users have access to the app through the Salesforce App Launcher. There are three options that come up if you search the term ‘match’.
Lets first talk about the last one above, Match My Email Setup. Found under Items, this option is used mostly by Administrative Users though End Users can also click on it. This option will present menu options for managing settings and use of the app. Administrative Users have a more robust set of options while the menu for End Users is quite limited to creating personal Ignore Rules and activating their own import when that strategy is needed. In most setups, Administrative Users take advantage of company email service connections that allow Admins to manage User activation.
Under Apps, the Match My Email option with the logo will change the navigation menu (the left to right menu at the top) from a User’s everyday menu to the Match My Email App menu. In this menu, one will most often see Home and Match My Email as options. If a company is uploading to our custom object and/or didn’t modify the app menu during setup, one may also see an option Email Messages (Lightning). Clicking Match My Email will sign a User into their view of the Match My Email account’s Activity Dashboard, where a User can see what is matched and what has No Match status. This view of the Activity Dashboard will show the last 45 days of email, matched or not.
The Email Messages (Lightning) tab will only contain data if a company has chosen to upload to the Match My Email custom component (found at Match My Email Setup > Uploading). This tab will show a list of all emails matched across all records in Salesforce. It is also possible to manage matched messages by selecting messages (checkbox to the left) which activates a black option bar at the bottom of the screen. The bar contains buttons for reply, replay all, forward, manual matching and unmatching, and delete. This tab does not show messages with No Match status because it is only showing messages that have already been synced to Salesforce records. Email Messages (Lightning) will be blank or empty if uploading as Enhanced Email and not to the MME custom component. It is for this reason that during setup for Enhanced Email the guidance is to remove this option from the App menu > Selected Tabs to alleviate confusion for Users.
The label Match My Email also found under Items (near Match My Email Setup) can be a quicker one-click way to get to the Match My Email account Activity Dashboard. When clicked, it will temporarily add the Match My Email tab to the current navigation menu being used. A drop menu should provide an option to add it to the Nav menu if desired. This is not required or necessary unless a User expects to frequently visit and check on the status of imported emails. As described above, this view of the Activity Dashboard will show the last 45 days of email, matched or not.