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MultiMatch User Guide

1. csscsscssccsccsccsccscescescescescsceses 5 4 PONE pt arsine oars ngs oa gas oat ous eaten eso us eae us eae un eau oan ouveaces cenceacendescences concea condos dence cancensaacentenceres 6 5 Email Page MME Cloud View Manual Matching Creating Salesforce Records 6 Dek SSC AMC OD UI OMS agreia aa lactone vitor a a r ahs alee eteesn TAR 7 SA MMe erod SCO CON aaa E E nate wacncteanciacdatemune enolate naatcueicunie meds accu a a 7 5 3 RSS Chatter available for Enterprise amp Unlimited editions of Salesforce sssssssccecererrererrrenen 8 5 4 PAROS AE a PA den lancet mension E A E E AAN O I EA E 8 5 5 Fiter OU ONS cies accra cc othe os nae etter ca naa anette gata a ae cued a eaenceree ee 8 5 6 DO URIS sors cecec sce a ce tisarew acerca nan eeean E wit teens Mato O che eae a decades O 9 5 7 Commands lenore Delete Reproc ss Save crente ie eE EEEN EA N T 9 Selak Lenore CoOmMmManNd aon a a aaa 9 S2 Delete COMIN ANG aie a a A r 11 D715 IREDVOEESS COMMING eean OE E T E OE A TE EE seats aes 11 SZA Save Command Troubleshooting s rmana n N N EN 12 5 8 Emal Check BOXES sarae E E E T A N 12 5 9 SONUN nre cae Cp cet a O A O T cae el gate Gane ae OOTO 12 5 10 EmakLlistand Dd O Wiles ateas soxstatnceastoarateatecsneiaceuseutanedas A A A ddaadtencavtuncenns 12 5 11 Type Matches amp Match Detail pop up commandS ceeccseecceseceesecceseceeeeeaeeceeucesuecessecsueesenseaseees 13 Di lded LIN ROCs Mat haein aa O a
2. D Si Apply to 1 selected message s v lt ome Fre aoea z w a manager ofthe Match My Email Google pa Apr 29 6K No Match Ignore Typ entire message by address v entire message by address Meeting Now Thatthe Weather is Good Apr 28 7K No Match Address just address For users Account Rockefeller E noreply d3e97ab2 plus google com Imyself a Now That the Weather is Good Apr 28 W 277K Contact David Smith add other gt gt of demo matchmyemail com User Susan Accot Apr 28 3K No Match yet together this weekend y Email Google page is eligible for Google Se Apr 25 39K No Match Apply Account Rockefeller E n Google Apr 21 12K Contact David Smith Google AdWords paulsterne qmail com Google AdWords Notification of Upcoming Debit Apr 21 4K No Match 2 cove match my email 9866 pages plus Kiki Bentis now following Match My Email on Google Apr 03 8K No Match Harrison Dodge demoexec demo matchmyemail Interested in a Black Locust Fence Apr 02 3K No Match The Apply To field will default to 1 selected message or the appropriate number of selected messages based on how many boxes are checked The Ignore Type field has a drop down menu in which to choose appropriate type Addresses will automatically show the email address in the From field and have the box checked If User wants to create the same type of ignore rule for other email addresses in the header click add other The other email a
3. Message date is on or after yesterday Y Message size is less than 30M Status Autorun my import by schedule START IMPORT MANUALLY REIMPORT CANCEL Match My Email MultiMatch User Manual 24 7 Ignore Page Adding amp Modifying Ignore rules Internal Domain Ignore 7 1 External Ignore Rules Ignore rules can be created for email addresses as described in Section 5 7 1 using the Ignore Command button while on the MME Cloud View A User can view the Ignore rules applied to their email by clicking Ignore in the MME menu ribbon Every User will have a personal list of ignore rules shown on the Personal tab If a User has a role in MME that is as a Domain Administrator or Cloud Admin they may also see a Domain tab which contains Ignore rules applied to all Users within an email domain Initially it is empty but as emails are added to the list it can grow and be quite long which is fine When MME processes email our system first checks ignore rules and address those before proceeding with matching and uploading Another way to create ignore rules is to directly type them into the list using the Add button found on the Ignore page Match My Email Email Cloud Import Settings Personal 15 Domain 2 Address to Ignore Ignore Type Direction of Address User to Apply to Action calendar notification google com entire message by address any demoexec demo matchmyemail com Modify Delete googlealerts noreply google
4. EA Match My Email User Guide MultiMatch Version 4 2 Copyright 2014 RAE Internet Inc doing business as Match My Email This document is the copyrighted intellectual property of RAE Internet Inc a corporation domiciled in the State of New York with its principal offices at P O Box 143 Ardsley on Hudson New York 10503 The document may be copied in whole or in part provided that each copy contains this copyright notice The information contained in this manual was compiled with care Nevertheless erroneous statements cannot be excluded altogether RAE Internet Inc the authors and the translators are not liable for possible errors and their consequences The names of software and hardware used in this manual may be registered trademarks they are used without guarantee of free usability RAE Internet Inc generally follows the spelling conventions of the manufacturers The reproduction of brand names trade names logos etc in this manual even without special marking does not justify the assumption that such names can be considered free for the purposes of trademark and brand name regulations Please direct any recommendations or comments to support matchmyemail com Table of Contents 1 AEE OGUCTION eces seas weuse E weaves canean cannes eaueaueaueaute 4 2 Match My Email Web Tabs in Salesforce ccccscsccsceccsccccccsccccsccscnccccsccccncecceccscscssceees 4 3 Menu Navigation Where to go for Specific Actions
5. Gmail Sent Mail lo Message dateis onor after yesterday Y Message size is less than 30M Status Autorun my import by schedule v Start import manually Cancel To change folders for import remove the folders in the Selected Folders window Click the button Refresh Folders The system will connect with user s email account and populate the Available Folders window with the folder structure The user then selects the folders and clicks the lt button to add them to Selected folders Folder selection can be used in varying ways based on a User s workflow and email management habits In its most basic form a User chooses the Import Folder strategy of Selected and puts Inbox and Sent folders into the Selected folders window Ifa rule or filter immediately moves a Salesforce relevant email into a subfolder the User would want to also select that subfolder Please note that a User can select up to 18 subfolders for email account at the base subscription rate If a User moves their own email into subfolders without the use of rules or filters then a User should select their Inbox OR their subfolder but not both so emails are not duplicated in MME and into Salesforce If a User creates new subfolders often one can choose the reverse logic for Import From of All Except Selected In this situation the User should move folders into the Selected Folders window that are not desired for import Whichever logic is used it is vital
6. e Salesforce File Size Limit The maximum document size that can be uploaded is 5 MB Therefore MME does not import into the cloud any email that is larger than 5 MB e Salesforce Data amp File Storage Limit Salesforce provides a standard amount of 1GB of Data Storage and 12 5GB of File Storage shared by all users of organization MME MultiMatch uploads emails as Data Storage but is able to upload email attachments as File Storage of which there is more available for all users e Salesforce Custom Limits Salesforce limits the number of custom objects custom tabs custom fields per objects and other aspects of customization Custom objects and custom tabs limits can affect MME deployment http na4 salesforce com help doc en limits htm Match My Email MultiMatch User Manual 36 13 Master Services Agreement 13 1 Contact Match My Email support for a PDF of the Master Services Agreement or click on http www matchmyemail com legal Match My Email MultiMatch User Manual 37
7. set up and forget and operate completely in the background Once an end user has set up his or her credentials the service works with no user intervention 2 Match My Email Web Tabs in Salesforce The web tabs Email Messages and Match My Email are typically added after the MME package has been installed in Salesforce and during MME set up The web tabs appear in the light blue command ribbon within Salesforce and enable easy access in the SFDC environment to MME information in Salesforce light blue menu ribbon Click gt Customize My Tabs amp move these two to available tabs John Executive v Help amp Training Email Messages Leads Reports Dashboards Home Contacts Accounts Opportunities Cases Search All Go From Subject Date Attachments Type Matches Limit to items own Account Bedford Horse Farm Advanced Search Dan Stablemaster am back from vacation 9 4 2013 12 11PM 20130904 Almost Contact Dan Stablemaster John finichad inn Stahlahand Sarah Rrinht Clicking the Match My Email web tab will open the MME screen for login After login the default view is the Email Cloud containing a table of emails matching status and options for searching filtering and acting on those emails John Executive v Help amp Training Sales Home Leads Contacts Accounts Opportunities Cases Email Messages Reports Dashboards Match My Email Import
8. By clicking Profile Users can set the correct time zone within which they reside the number of messages displayed per page make choices about alerts and if the Cloud Admin a User can change their MME complex password Remember that additional users always login to MME with their email password In Profile the number of email messages displayed on each page may be changed When wanting to perform a bulk task such as reprocessing in the main cloud view on a lot of messages it may be more efficient to display more messages on each page The check boxes allow a User to choose if they are to receive email alerts when a connection to their IMAP server or Salesforce account are interrupted and require attention If changes are made to any of the options on this Profile screen a User must click the Save button Match My Email Email Cloud Import Ignores Settings Hello demoexec demo matchmyemail com Profile Logout User profile settings demoexec demo matchmyemail com America Chicago GMT 06 00 30 my processing failure domain users processing failure Change Password RSS Channel Date Link Action Daily No Match Report Aug 08 2012 https matchmyemail com rm rss amp token c6e69b0a387de178ei14ec2f3d3dc0de9 View Modify Delete Contact Report Feb 22 2012 https matchmyemail com rm rss amp token d700098b452f89bd4493276a9c07e903 View Modify Delete Add RSS channel 5 Email Page MME Cloud View Manual M
9. For example if email is received from a friend you may want to ensure it never have the chance of being uploaded into Salesforce and so would type in the friends full email address If emails are received from for example Google related to adwords or other issues a User could type in simply google com and anything that might have an email sales google com or adwords google com etc would all be ignored because the email domain has an ignore rule Always click Save before closing the window to save the ignore rule e The Ignore type field has three options on Domain tab e Just Address means that attempted matching of the email message will be ignored for just this email address or email domain This is useful if there is more than one email address in the email Match My Email MultiMatch User Manual 25 header The message will be processed for the other email addresses in the email header If all email addresses in the header are covered by an ignore rule then the message status becomes Ignore and the email is not shown in the default cloud view of All Excluding Ignore However if not all email addresses in the header are covered by an ignore rule then our system will either show a status of No Match or Match information depending on if matches can be made to records in Salesforce e Entire Message By Address means that when the email address for the rule is in the email head
10. Legacy Importing is a free service available to annual MME subscribers only Users should contact support matchmyemail com to ask for assistance 10 MME Results within Salesforce Records The results of Match My Email s app will be displayed within Salesforce records based on choices made in its set up for the Salesforce organization If a company has created and set up a Match My Email account but has not installed the managed package from the AppExchange then the company is using the SingleMatch version of Match My Email If the managed package has been installed and the Salesforce organization has been configured then the company is using the MultiMatch version of Match My Email SingleMatch will match to one single object in Salesforce based on a set processing algorithm Emails will log in the Activity History This User Guide is primarily for MultiMatch users and the below screenshots reflect functionality based on MultiMatch 10 1 Web Tabs The Salesforce web tabs of Match My Email and Email Messages are typically added into the Salesforce menu ribbon during set up Clicking the Match My Email web tab will allow a User to logon to Match My Email securely and have access to account settings and the MME cloud view to manage emails One could also open a new browser tab and access Match My Email that way The web tab is only offered as a convenience so a User can stay within Salesforce The Email Messages web tab will provide a list of all
11. N aaeulaaoss 14 S ET Manua Mate NINE ensin a wed a a daca rauacetealson acemeaens 14 5 11 3 Create and Match a New Salesforce com Object ccccecccssccceseeeeeceeeceeuseeeeceeeceeeeeesneenes 15 DL LA UNdone a MIC aa E E ET T eee 17 SLEI REPKOCCSSING nionean n cana aa ins A O a O 18 STERG Reassienine enored Message OS mie ie neediacceetet T A E tedious advo ean beleades 18 6 Import Page Adding email accounts updating passwords selecting folders 0 18 6 1 Email ACcounts TON IMPO sessscetevtdcsnvsene ontesaimatend e ones uotaetavbuvaccausss outieets 18 6 2 Statmat Manual Vanne a A a a Geass ea a a aeeaee ane 19 67 Adding NeWwEmal INNON sesin ER A EAS 20 6 4 Folder selecHhon Detall ssrin aa E a r a a austen cesta 20 6 4 1 Fully Automatic Mode Using INBOX and Sent No mail filters or rules in place accens 21 6 4 2 Fully Automatic Mode Using INBOX Sent and Mail Filter Subfolders Mail filters and rules are in place 22 6 4 3 Fully Automatic Mode using All Except Selected Option cccccecccsseceeeeeeeeeeeeseeeeeeeeeeees 22 6 4 4 Total Control mode using a designated Sync to Salesforce FOIGEL cecceecceecceeceeeeeeeeeees 23 7 Ignore Page Adding amp Modifying Ignore rules Internal Domain Ignore ceseeee 25 7 1 EXPeRMalIG MOK RULES ae na a iocebeneiesae a a san seantesdeduel aiuteeeeuse iietateaesees 25 7 2 Internal Domai le JeNOKG RU Cs sete chiteinecalconssaheuvecavitet a aaa b
12. Type Matches column shows the state of the email Hover the cursor over the match status to open a Match Details pop up box with details about the match such as the email used for matching and when or see why an email was ignored Inside the Match Details pop up box are command options explained below which allow the user to change jump to the matched record unmatch the message manually match to a record create a new record or manually reprocess the email Match My Email MultiMatch User Manual 13 Hello demoexec demo matchmyemail com Profile Logout Match My Email Email Cloud Settings Ignores Import Group by All period Mar 18 2014 May 1 2014 RSS of Current view J Messages 1 to 9 of 9 Search View by All Excluding Ignore for All Refresh Settings David Smith demosale demo matchmyemail Lets Schedule a Meeting Now Th e Weather is Annes 27 Th J paerstorm Sandy Repair nAccountRep Tom Salesman Gail McGlamery demoexec demo matchmyemail Looking forward to the get together this weekend i TIE atch rocessed on Apr 30 Google Pages match my email 8280 pages plu Make sure your Match My Email Google page is elig Match reason Matched by email address atch aoe E m rer dsmith demo matchmyemail com Google AdWords paulstene gmail com DOGG Gries LWotiicaticn oi yUpoonyng De tit j atch Harrison Dodge demoexec dem
13. box you can set the size in MB that can be uploaded the limit into Salesforce being 5MB Attachments larger than limit will not upload to Salesforce but as long as attachments aren t larger than 30MB you will be able to view attachment for 45 days in MME cloud e If you check Block Inline Images and leave it at 10 KB then inline images such as signature logos up to 10KB will not be uploaded or you can adjust this size incrementally using the arrows e If you check Google Drive uploads AND set up Google Drive integration See next section 8 2 then MME will upload attachments to your Google Drive based on Google size limitations and upload a LINK with the email to it If you check Google Drive uploads but do NOT grant Google Drive Integration our system does not have appropriate credentials to access User s Google account and will continue to upload attachments to Salesforce depending on other Upload Attachments settings Match My Email MultiMatch User Manual 28 View edit Salesforce Account x Enabled Override domain rules 7 Permit end user to edit rules Credentials Matching rules Upload rules Email Task Status V Upload Email to Salesforce Completed Enable team dedupe 7 Upload Attachments up to 5 Hn Block inline images up to 15 Use Google Drive uploads Save Cancel 8 2 Google Drive Integration User with Gmail account or Google Apps Google Drive Integration is an addon fo
14. click Close and then click Refresh button to refresh the MME cloud view When reprocessing many email messages one may need to wait for system to complete the task It is important to wait until the Done appears at the top as shown in the below screenshot before clicking Close Match My Email MultiMatch User Manual 11 Match State All Excluding Ignore Type All All Matches IGNORE DELETE REPROCESS SAVE F ca Apply to 1 selected message s Y a Jeu Sterne Fwd GOO APPLY Google AdWords a a Please wait a Google AdWords paulsterne Google paulsterne gmail com l Reprocessing message 16488480 Processed 1 message s h Please refresh page CLOSE Users can choose to select and manually reprocess several emails all at once This is often helpful if a change has been made that can affect several emails A User can filter the view of email in the cloud per Section 5 5 and then check the boxes next to multiple emails or check the box to the left of the From column to select all emails on the page being viewed which could be 20 50 or up to 100 see Section 4 0 for adjusting in Profile While a User has the option to manually reprocess as many emails as desired in the MME Cloud it should be limited to less than 400 per day Itis important to understand that reprocessing uses API calls in addition to those used for normal processing Due to a Salesforce limit of 5 000 API calls in a 24 hour perio
15. company email address Any email sent or received by them will have their email address in the header and MME will work to match the email to that record without the ability to judge if it is an internal or external email address Thus every email that employee sends and receives will contain their email address and will be matched This can result in personal and unnecessary internal emails being uploaded and stored in Salesforce which can be a storage and confidentiality issue Match My Email MultiMatch User Manual 26 To implement a rule to guard against this typically a MME Cloud Admin would create this Internal Domain Ignore upon setting up MME The rule is added under Ignore on the Domain tab Ignore List Entry Address to Ignore Ignore Type Direction of Address User to Apply to demo matchmyemail com SAVE CANCEL e For Address to Ignore the company s email domain would be entered For example if email addresses at the company were in the format sales acme com then the email domain to be entered is everything after the symbol or just acme com e For Ignore type field choose Just Address This is VERY important for this rule This ignores processing for just this email domain but MME will still work to process other email addresses in an email header If one chooses entire message by address then you are essentially instructing MME not to process any emails containi
16. email messages that have been uploaded into Salesforce It is possible to use the check boxes and perform bulk actions using buttons at the top 10 2 Visualforce view If you are using the Visualforce view option then when in a Salesforce record the Email Messages object will appear as the screenshot below Up to 5 email messages will be shown To view more you can use the links underneath the emails for Next or Show 5 more The date and time of the email will be displayed the direction whether this record was the Sender or Recipient of the email if there is an Attachment linked with this email and other matches for this message This order of columns is very similar to the cloud view when logged into Match My Email Mags Customize Page Printable View Help for this Page 7 X Fleece Purple Open Activities 0 Activity History 0 HTML Emsil Ststus 0 Campai Lead Detail Edit Delete Convert Clone Find Duplicates Lead Owner aes Change Lead Status Open Name Fleece Purple Phone Company Purple Fleece Title Rating gt Address Information gt Additional Information Custom Links Google Search Google Maps Send Gmail Google News Hoovers Profile Edit Delete Convert Clone Find Duplicates Email Messages Match Unmatch Delete From Subject Date Direction Attachments Type Matches Purple Fleece news from Purple Fleece 1 23 2014 8 29 AM Sender Lead Fleece Purple Purple Fleece January 20
17. iew D Mar 18 2014 May 2 2014 RSS of Current View A Messages 1to8of8 Search View by All Excluding Ignore for All Refresh Settings Ignore Delete Reprocess Save wn bd From To Subject Date iz Type Matches Account Rockefeller Estate David Smith demosale demo matchmyemail Lets Schedule a Meeting Now That the Weather is Good Apr 28 277K Contact David Smith Maggie Jones User Susan Account Rep Tom Salesman Account Acme Gail McGlamery demoexec demo matchmyemail c Looking forward to the get together this weekend Apr 28 3K Contact Gail McGlamery Google AdWords paulsterne aqmail com Google AdWords Notification of Upcoming Debit Apr 21 4K o Matec Account Irvington Ranch m ome oe e soa mi a Awe An ae 5 11 4 Undoing a Match A user is able to undo a Match by clicking the Unmatch button This will remove the link between the selected email message and the particular Salesforce record In the screenshot example below hovering over the Lead name brings up the Match Detail pop up Clicking UnMatch will remove the link between the email and this Lead while the message will remain linked to the other objects indicated REFRESH Settings ject Date 7 Size ype Matches te Artisanal Fences Jan 29 1993 t Match details Llom Salesman Bedford Horse Farm Lead Jane McHenry Processed on 05 51 PM slam es Dan Stablemaster John Match reason Matched manually b
18. outlined in the Quick Set up Guide found on Match My Emails support page http www matchmyemail com support 8 5 Company tab A Cloud Admin will have access to the company tab Cloud Admin is able to change the name of the Company if desired and can also delete permanently the Match My Email subscription as an alternative to requesting deletion by Match My Email support staff 9 MME Special Features 9 1 Matching to Contacts using Secondary Email Addresses In product design it was understood that some Contacts may utilize more than one email address for communication with a Salesforce user To that end as part of the MME package installation a User can choose to add the related list Secondary Email Address to the page layout s for Contacts MME will then also utilize email addresses here to match email to a particular Contact This functionality is only available for Contacts not Leads If you do not see the related list available please contact support matchmyemail com 9 2 Importing Legacy Email When a User sets up MME emails begin importing with Message Date on or after yesterday which means from the last 24 hours Emails pre dating the start of MME importing are termed Legacy Emails This can include emails from two months prior or two years prior or more It is possible to import these older messages into the MME cloud Match My Email MultiMatch User Manual 31 for matching and uploading into Salesforce This
19. that folders such as Draft Trash Junk etc are NOT selected for importing and that emails are left in folders for at least 20 minutes and ideally 1 hour for MME to capture them via automatic processing cycle For more information on folder selection see Section 6 4 or contact support matchmyemail com for assistance 6 2 Start Import Manually If a user would like to force an import to check operations or to immediately have email processed use the button Start Import Manually found with Import settings This button directs the system to perform the steps that normally happen every 20 minutes automatically in the background After clicking the button the user can observe progress in the window in lower portion of screen Once an import is complete the button that reads Running will change back to Start Import Manually We recommend that if a User clicks the button a User should wait until Done is noted at end of code scrolling down may be required before proceeding Match My Email MultiMatch User Manual 19 Match My Email Email Cloud Ignores Settings Import name Importfrom Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicate Y pot 993 User Password ssessssessessssseseosesesse Refresh folders Importfolders Selected v Selected folders Available folders INBOX Gmail Sent Mail o TER Message size is less than 30M Status Autorun my import by schedule F Save Run
20. the check box in the far left column By clicking the box for one message these commands mine information within the message and then use that as a starting point for the user to refine their desired use of that command Find details about how to employ these commands in their own subsequent section below 5 7 1 Ignore Command When MME processes emails the first step executed by the MME algorithm is to check Ignore rules A User can have a personal list of ignore rules Admin level MME Users can establish domain level ignore rules that apply to all MME Users By creating an ignore rule for an email address or email domain a User will direct MME to not attempt matching of an email message to a Salesforce record with the same email address There are two types of ignore rules just address or entire message by address available with this command button Just Address means that attempted matching of the email message will be ignored for just this email address or email domain This is useful if there is more than one email address in the email header The message will be processed for the other email addresses in the email header If all email addresses in the header are covered by an ignore rule then the message status becomes Ignore and the email is not shown in the default cloud view of All Excluding Ignore However if not all email addresses in the header are covered by an ignore rule then our sy
21. user can change the order of viewed emails by alphabetical date or by size Clicking on the column header once will sort the column alphabetically or in date order Clicking on a column header a second time will sort it in the opposite order An arrow will appear to help indicate the direction of the sort Sorting of the From column is based on email address first when firstname lastname are not present and then by firstname lastname 5 10 Email List and Drilldown Details regarding an email message are shown in the Email List From To Subject Date Size and match status Match My Email MultiMatch User Manual 12 Hovering over the subject will open a small window in which the email can be read including a scroll bar to scan lower in message thread Match My Email AAOC Import Ignores Settings Group by All period bad Oct 17 2014 Nov 26 2014 Messages 1 to 7 of 7 Search View by All Excluding Ignore for All Refresh Ignorew Delete Reprocessw Savew From To Subject er ee eee eeeeeeeeeeeeeee HOVER MOUSE OVER Harrison Dodge Tom Salesman L sent the email to your boss SUBJECTTO OPEN SECO E HEHE TEESE EEO EE EE Message body ted j ocust Fence WINDOW FOR QUICK VIEWING OF EMAIL Harrison Dodge Google AdWords Subject I sent the email to your boss Hi Tom John Stablehand The owner has decided that he must have one of your fences Starla Murrell I sent an email to y
22. 11 Account Bedford Horse Farm ntact Davi ith John Stableh Sari righ ee John Stablehand Please send invoice and sales receipt 11 10 2014 9 57 AM aa o oils e Superstorm Sandy Repair Opportunity Superstorm Sandy Repair lt fourth test of taas User Susan Account Rep Tom Salesman fourth test of tags ij 000001994 Starla Murrell Tues 11 9 2014 4 03 PM Opportunity New Opportunity for XYZ 2014 3 amp John Executive Account Bedford Horse Farm Contact Dan Stablemaster David Smith John Executive Test of Send an Email 10 22 2014 4 58 AM ap ins a Opportunity fourth test of tags Y Recycle Bin User John Executive Harrison Dodge Lsent an email to your boss 10 3 2014 6 27 AM User Tom Salesman Harrison Dodge Interested in a Black Locust Fence 10 3 2014 6 16 AM No Match 3 Menu Navigation Where to go for Specific Actions The MME Menu Ribbon is visible when a user logs in to MME https matchmyemail com either within the Salesforce environment via web tab or in an independent browser window From the Menu Ribbon Users have access to the Match My Email Email Cloud a User s Import settings a User s Ignore rules Settings for MME Account a User s Profile and Logout Match My Email Email Cloud Import Ignores Settings Hello demoexec demo matchmyemail com Profile Logout On Email Cloud one can e View the MME Cloud as a table of emails e See status of email messages as matched and to which
23. 14 newsletter 12 19 2013 3 32 AM Lead Fleece Purple full list Selected 0 Page 1 Results 2 Match My Email MultiMatch User Manual 32 Clicking Show full list will expand the emails to allow for thread viewing This link changes to Hide full list which can be clicked to compress the view Clicking the subject of any message will open the Email Message detail view However a quick way to read the email is to hover the mouse over the subject opening a pop up window Scroll bars will assist in reading content that may be outside the set window size Clicking the link for the Attachment s will open the attachment If the Salesforce Integration was configured See Set Up Guides on www matchmyemail com support under Upload Rules to manage attachments the link may open the attachment stored within the organizations file storage or the link may open the attachment from the MME cloud In the later case the attachment will be available for 45 days after which time the email is purged from the MME cloud Email Messages Match Unmatch Delete From Subject Date Direction Attachments Type Matches Purple Fleece news trom Pure reece ple Fleece 1 23 2014 3 29 AM Sender Lead Fleece Purple Purple Fleece January 2014 newsle Lead Fleece Purple Se ee 707 320917 2eac beida4ebecbOuidreiacd9S52ckerfc9232209 a coca February 2014 Open Activities Parte wy Tasi No records to display What s happening Introducing My F
24. 5e demo matchmyemail com y s You f ad ae hael e aseeeo ae Blue Ridge Breeding Blue Ridge Breeding nig gasnen nee 410 223 2245 F Select and match to an existing record Opportunity Hurricane Sandy Repair User Tom Salesman Lead Jane McHenry 0 3K User Tom Salesman Account Rockefeller Estate 01 33 AM 3K Contact David Smith Maggie Jones User Tom Salesman 01 21 AM 3K When creating a Contact Salesforce requires a Contact belong to an Account In the screenshot below a Contact is created when there is already an existing Account After entering the Contact info firstname lastname email address etc type in a few letters for the Account name Match My Email will do a forward lookup and provide Account options Select the correct Account for this new Contact and click OK From Gail McGlamery lt gailmcglamery gmail com gt Sa To lt demoexec demo matchmyemail com Subject Looking forward to the get together this weekend Type Date 2014 04 28 11 58 Contact v It will be good to catch up on things and have a little fun See you then i First Name Phone Gail Last Name Mobile McGlamery Account Name Email f i gmail com i Rockefeller Estate 4 Tit Report To gt Select and match to an existing record Cancel Mi If the Account does not already exist it can be created at the same time as an Account As before hover over the No Match or match status cli
25. Custom Links Google Search Google Maps Send Gmail Google News Hoovers Profile Edit Delete Convert Clone Find Duplicates Email Messages Delete Unmatch Email Messages Help Action From Subject Date Direction Attachments Edit Del Purple Fleece news from Purple Fleece 1 23 2014 Sender Edit Del Purple Fleece January 2014 newsletter 12 19 2013 If a User has Salesforce Group or Professional edition without API calls enabled the links to Edit or Delete can be used The buttons Delete and Unmatch that appear in these screenshots are operational only for Salesforce Professional edition with API calls enabled Enterprise amp Unlimited editions Delete will remove the email from this from Salesforce including the links to all related objects If User has an edition in which buttons Delete and Unmatch buttons are operational checking the box to the left of email message will select it for action Checking the top check box next to Action column header will select the email messages in the view Once messages are selected the User can choose to unmatch remove the link between these messages and current record or delete which will remove the emails from this and ALL related objects in Salesforce Email Messages Delete Unmatch Ema ction From Subject Date Direction Attachments Edit Del Purple Fleece news from Purple Fleece 1 23 2014 Sender Edit Del Purple Fleece January 2014 newsletter 12 19 2013 One can check b
26. Ignores Settings Hello demoexec demo matchmyemail com Profile Logout Group by All period 9 iew DI Mar 18 2014 Apr 23 2014 RSS of Current View S Messages 1 to 11 of 11 Search View by All Excluding Ignore for All Refresh Settings Ignore Delete Reprocess Save _ From To Subject Date Size Type Matches YouTube Match My Email Conarats your videos are now on YouTube Apr 22 20K No Match J YouTube Match My Email Congrats your videos are now on YouTube Apr 22 20K No Match Google paulsterne amail com ejay posas added you on Google Apr 21 12K Account Rockefeller Estate Contact Navid Smith The Email Messages web tab will provide a list of emails uploaded into Salesforce The view resembles that when a User logs into MME cloud On this web tab it is possible to select specific messages via check boxes and perform bulk actions of Match Unmatch and Delete using buttons at top If you click the box to the left of From column header all messages will be selected Date range filtering options can be entered at top right Match My Email MultiMatch User Manual 4 John Executive v Help amp Training Sales Home Leads Contacts Accounts Opportunities Cases Reports Dashboards Emaii UOSTE Match My Email F Email Messages Date from to e Show more Show full list Page 10f5 gt Selected 3 of 204 x Jane McHen From Subject Date Attachments Type Matches Jane Mchenry ij 0000020
27. a Apr 29 6K No Match t 2 Date Size Type Matches admin demo matchmyemail com Google team John Executive demoexec demo matchmyemail com i Apr 28 7K No Match demosale demo matchmyemail com Account Rockefeller Estate REI A EEEE EEREN PEA Apr 28 0277K Contact David Smith Maggie Jones User Susan Account Rep Tom Salesman David Smith demosale demo matchmyemail c Lets S l ovidiub demo matchmyemail com Gail McGlamery demoexec demo matchmyemail lt Lookin sfyrin demo matchmyemail com Apr 28 3K No Match Google Pages match my email 8280 pages plu Make s susan demo matchmyemail com Apr 25 39K No Match Google paulsterne amail com ejay posas added you on Google Apr 21 12K Besi eenas Contact David Smith Google AdWords paulsterne qmail com Google AdWords Notification of Upcoming Debit Apr 21 4K No Match Oaanins mantah mau amail NACC Ananaan whi Iiki Mantia nms fallauinn Batak Hu Cenail an Onanias Ame At niz 5 6 Settings Hover over the Settings option at far right to display a pop up window in which MME Cloud View settings can be set depending on user preference The user can Show or Hide the From or To column and select the number of Messages per page from 20 up to 100 in preset increments 5 7 Commands ignore Delete Reprocess Save The Manual Command buttons of Ignore Delete Reprocess and Save allow those actions to be taken on messages that are selected using
28. atch My Email Google Delete also uploaded data 5 3 hni m matchmyem Email Lets Schedule a Meeting Now Thatthe Weather is Good Apply David SMA Gemvsaiemue no matchmyemail c Lets Schedule a Meeting Now That the Weather is Good Gail McGlamery demoexec demo matchmyemail Looking forward to the get together this weekend Gooagle Pages match my email 8280 paages plus Make sure vour Match Mv Email Gooale paae is eligible for Gooale lt 5 7 3 Reprocess Command To reprocess an email is to ask MME to again analyze the email address or addresses in the email header This may be because changes have been made that could include adding an email address to the Ignore list adding a new Lead in Salesforce or updating email information in Salesforce While automatic reprocessing occurs on emails with a No Match status every 20 minutes messages that already have a match status such as status of Ignore or Match information require manual reprocessing The user can choose to individually reprocess emails as shown in screenshot below Click the Check Box to the left of an email or emails desired and click the Reprocess command button In the drop window the choice will be to apply the reprocess to the selected message s or all messages Select choice and click Apply to execute the process A pop up window will appear and will show the progress of manual reprocessing When complete the word Done will appear in green at the top You can then
29. atching Creating Salesforce Records When a user logs in to MME the screen will default to a view of the MME cloud At any time a user can click Email Cloud in the MME Menu Ribbon to return here If a user is elsewhere in their Salesforce account they can also click the Match My Email web tab The Email Cloud view is the heart of MME and the screenshot below maps areas explained in subsequent sections In the Email Cloud Users may see their email stream from last 45 days and how emails have been processed End Users can only see their emails Domain Admins are able to see and manipulate the email stream of their entire domain while the Cloud Admin can see and manipulate the email stream of all domains in the MME account As a privacy setting a Cloud Admin can request that MME turn off done on server side by MME Support Staff the ability to see the content of email body Match My Email MultiMatch User Manual 6 Match My Email Mauka Import ignores Settings Hello demoexec demo matchmyemail com Profile Logout 5 2 Time Period Selector Group by 9 Mar 18 2014 Apr 25 2014 Messages 1 to 100 of 7424 gt gt SA Pages a A M Go In the Search box User can type in phrase email address or name of interest and hit Enter or click Refresh button To reset the cloud to default settings click Email Cloud at top 5 1 Search Options 5 2 Time Period Selector Time Periods are set through the dropdown m
30. avorite Sweater pattern from Purple Fleece This light weight top down raglan Activity History You can click the check boxes to the left to select a particular email message for action Checking the box to the left of From will select the email messages in the view not all emails in the log To select all emails in the log you would want to click Show Full List and then click the check box next to From Once messages are selected the User can choose to manually match to another record unmatch remove the link between these messages and current record or delete which will remove the emails from this and ALL related objects in Salesforce Email Messages Match Unmatch Delete From Subject Date Direction Attachments Type Matches Purple Fleece news from Purple Fleece 1 23 2014 3 29 AM Sender Lead Fleece Purple Purple Fleece January 2014 newsletter 12 19 2013 3 32 AM Lead Fleece Purple First Prev Next Last Show full list Selected 0 Page 1 Results 2 Please note that the ability to Match Unmatch and Delete from the Email Messages object is only available to Salesforce Enterprise amp Unlimited editions or Salesforce Professional edition with API calls enabled 10 3 Related Lists If you are using a Related List to view Email Messages on each object s page layout then in a Salesforce record the Email Messages object will appear as the screenshot below Up to 5 email messages will be shown To view mor
31. be disabled or not working Match My Email Email Cloud Ignores Settings Hello demoexec demo matchmyemail com Profile Logout Enable gable Delete Oselected New Name Source Status demoexec demo matchmyemail com demo matchmyemail com V imap gmail com v DemoCase demo matchmyemail com Clicking the check box next to an import selects it for action The User can then click Enable Disable or Delete buttons Clicking on the Name for the import will open the Import Settings for that particular email account and show details of the import such as IMAP server hostname email password and folder selection To update an email Match My Email MultiMatch User Manual 18 password enter new password in that field Click Refresh Folders button to ensure password was typed correctly and MME can retrieve folder structure seen in Available folders window Unless a change in folders is desired click Save to save new password Match My Email Email Cloud Ignores Settings Hello demoe Enable Disable Delete Oselected New Name Match My Email Email Cloud Import Ignores Settings demoexec demo matchmyemail com DemoCase Import name Importfrom Other IMAP server v 2010 2014 RAE Internet Inc Match My Email 3 3 1 IMAP server host imap gmail com WW Connection Secure to dedicate Y pot 993 User m Refresh folders Importfolders Selected X Selected folders Available folders INBOX
32. cesesssssoececesescsoeoececessessosoeoecesosssosoesesesssseeeseo 36 12 Limitation ennenen e E E E E EE 36 E AMME sic ss a E ek i ela A a aren E a E ocelot e eee tinclad 36 122 Salestorce Limits Se VIME Operations oreina a A A es He one a ees ees 36 13 Master Services Agreement essessececcescececcecceccecceccececcescecoecescescecoeceececceseecescecceseeceee 37 13 1 Contact Match My Email support for a PDF of the Master Services Agreement or click on http www matchmyemail com legal cccccccccsseeccccesecseecuseceseueeseeueesseeueeseeeusecessueeseseeeeseseues 37 Match My Email MultiMatch User Manual 3 1 Introduction The purpose of Match My Email MME is to integrate your email account or accounts with Salesforce com SFDC MME is designed to be fully automatic 24 7 365 always on and operate with little or no end user intervention MME is a cloud service that is accessible via a browser using a username and password MME is platform independent and leverages open standards such as IMAP for email and OAuth for authentication The service syncs and logs email and its attachments to standard Salesforce com objects like Leads Contacts Accounts Person Accounts Opportunities and Cases Through custom programming projects it is also possible for MME to match automatically to custom objects or do precision matching using custom tags MME also offers many options for privacy controls The service is designed to be
33. ck Match button and click the top option Create and match to a new record Clicking the gold envelope button will open the email message to the side For Type choose Contact and fill in web form as described above Type in new Account name MME will attempt to do a lookup but will report not found and you ll see the box shaded pink Click the button to add the Account To lt demoexec demo matchmyemail com gt Subject Looking forward to the get together this weekend Create and match to a new record Date 2014 04 28 11 58 Type It will be good to catch up on things and have a little fun See yo then Contact X First Name Phone Gail Last Name Mobile McGlamery Account Name n Email Acme gmail com In Title Report To Select and match to an existing record Match My Email MultiMatch User Manual 16 Once added the box will change to light blue indicating the Account has been added Then click OK v Create and match to a new record Ty pe Contact ad First Name Phone Gail Last Name Mobile McGlamery Account Name New Email Acme gmail com show Title Report To show gt Select and match to an existing record Cancel JE he The message will immediately be matched and show details in the Type Matches column Match My Email Import Ignores Settings Hello demoexec demo matchmyemail com Profile Logout Group by All period v
34. com entire message by address any demoexec demo matchmyemail com Modify Delete noreply 4508a583 plus google com entire message by address any demoexec demo matchmyemail com Modify Delete noreply 89794b79 plus google com entire message by address any demoexec demo matchmyemail com Modify Delete noreply d3e97ab2 plus google com entire message by address any demoexec demo matchmyemail com Modify Delete noreply e72af457 plus google com just address any demoexec demo matchmyemail com Modify Delete noreply edeee071 plus google com entire message by address any demoexec demo matchmyemail com Modify Delete Add When clicking the Add button depending on which tab you are on Personal or Domain the rule will be created for that scope In the image below the window shown on left is when you add a Personal rule Below on right is the window when a Domain rule is added with the additional field choice of which email domain Ignore List Entry x Address to Ignore Ignore Type entire message by address Direction of Address sender recipient an i i y Ignore List Entry X CANCEL Address to Ignore Ignore Type entire message by address Direction of Address sender recipient any User to Apply to demo matchmyemail com lt lt SAVE CANCEL Fields are filled out as follows e Address to Ignore User should type in the full email address or email domain that is desired for ignore
35. d for most editions reprocessing of extensive numbers of emails could reach this limit Thus it may be advisable if significant reprocessing is desired to check API call usage in Salesforce and or do smaller groups of emails such as 50 to 100 at a time and no more than 400 messages per 24 hour period The Reprocess command can also be enabled through the Match Detail pop up boxes as described in Section 5 11 5 below 5 7 4 Save Command Troubleshooting The Save command currently exists as a mechanism for troubleshooting assistance A user can save a particular email or emails by clicking the Check Box next to the emails in question Choose the Save Command and apply to selected messages The emails will be saved in the location on the local computer where downloaded files normally reside These email files can be attached to an email being sent to support matchmyemail com for viewing by support staff 5 8 Email Check Boxes Check Boxes next to individual emails are used to specify which email should be affected by a Command Note that to the left of the From column header there is a Check Box which will check all the emails on a page By default pages show 20 emails This can be changed in either Settings See Section 8 0 or in Profile See Section 4 0 5 9 Sorting The headings for columns in the Email List exist also as a Sorting Ribbon Much as one can sort a column in a spreadsheet by clicking the column header in the Email List a
36. d to Salesforce com Match My Email MultiMatch User Manual 22 importing from more than 18 folders subfolders per email account may result in increased costs 1 For Import from choose All Except Selected 2 In Available Folders window choose subfolders that will be excluded from MME processing For efficiency this MUST INCLUDE All Mail Draft Trash Soam etc so that unnecessary and potentially harmful email is not brought into the MME cloud If you only want MME to look in subfolders you would also select INBOX to exclude MME from pulling copies when they drop into the INBOX 3 Use the top arrow button to move them into the Selected folders window Therefore in the example below MME will be importing from all folders in pink shaded window such as Salesforce and Gmail Important and will not be importing from those folders in MIIN Ee window 4 Click Save Import name Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicat Y port 993 User Password s eeeeeesccccococooeoeoeeeeS REFRESH FOLDERS Import folders All except selected 7 Selected folders Available folders Gmail Drafts Match My Email Legacy Import Gmail All Mail oO Salesforce Gmail Gmail Important INBOX Gmail Sent Mail Gmail Starred gt dropbox Gmail Spam Gmail Trash Message date is on or after yesterday Y Message size is less than 30M Status Autorun my
37. ddresses will be visible and those desired can be checked Be careful to uncheck User s personal email address if choosing entire message by address type or User could accidentally create an ignore for all email For Users will only show for Cloud Admin or Domain Administrator within Match My Email In either of these roles User has the ability to create this ignore rule for just themselves or apply it to all users of the email domain s within which User has authority Clicking apply will add this ignore rule to User s Personal Ignore List and also to Domain Ignore List depending on options checked under For Users It is important to employ a just address ignore for a User s own email address or email domain if the User has their email address entered into a Salesforce object record Without the ignore every email a User sends or receives contains their email address in the header and thus MME would match every email message to the Salesforce record containing this email address This can create unnecessary processing API call usage and use of Salesforce storage and could bring personal or confidential emails into Salesforce See Section 7 2 for information on an internal domain ignore rule If an email message already has a status and a new Ignore affecting it has been created it would be necessary to manually reprocess the email message Only messages with No Match status are automatically reprocessed by our system To manually
38. e you can use the links underneath the emails for Next or Show more The date and time of the email will be displayed the direction whether this record was the Sender or Recipient of the email and Attachments if there are any linked with this email To read an email click the subject of an email to open the Email Message detail view At the bottom there is a section called Related Objects which lists the other Salesforce Objects that are linked to this Email Message Clicking the link for the Attachment s will open the attachment If the Salesforce Integration was configured See Set Up Guides on www matchmyemail com support under Upload Rules to manage attachments the link may open the attachment stored within the organizations file storage or the link may open the attachment from the Match My Email MultiMatch User Manual 33 MME cloud In the later case the attachment will be available for 45 days after which time the email is purged from the MME cloud Lead Fleece Purple Customize Page Edit Layout Printable View Help for this Page Show Feed Email Messages 2 Open Activities 0 Activity History 10 HTML Emsil Stsatus 0 Campaign History 0 Lead Detail Edit Delete Convert Clone Find Duplicates Lead Owner eee Change Lead Status Name Fleece Purple dn Company Purple Fleece Email Title Rating gt Address Information gt Additional Information
39. e Matches Match My Email MultiMatch User Manual 7 5 3 RSS Chatter available for Enterprise amp Unlimited editions of Salesforce The RSS feature requires a company install the package Chatter RSS from the AppExchange This package will work only with Enterprise and Unlimited editions of Salesforce and will not work for Group or Professional editions An RSS feed of the current view of Email Cloud can be created using this button In the example below the filter tool is used to view only No Match messages Once the Cloud View is refreshed and only No Match messages are showing clicking the RSS of Current View button will open a pop up window in which a Name and Description for the feed can be entered Clicking the Export to Salesforce box will allow the feed to be accessed within Salesforce requires Chatter RSS package from AppExchange available only with the Enterprise or Unlimited Edition A list of all RSS feeds can be seen by viewing MME Profile Match My Email Import Ignores Settings Hello demoexec demo matchmyemail com Profile Logout Group by All period 9 Mar 18 2014 Apr 29 2014 RSS of Curen gjjevj Messages 1 to 10 of 10 Search View byf No Match Vv for All Ignore Delete Reprocess Save From To Subject Date Size ches Google team paulsterne gmail com Th eae a ea aa i 31 AM No Match Create RSS of Current View x John Executive demoexec demosm matchmyem Er N
40. ead of matching on email address Contact MME support staff for setup information 8 1 2 Upload Rules Under Upload Rules there is access to options such as Team DeDupe and attachment handling options Team Dedupe is a feature that allows the Cloud Admin to set up Salesforce Integration for all Users in an email domain so that our system can de duplicate email matching to records when more than one MME User receives the same email Due to the complexity of this feature please contact support staff for a more details explanation and assistance with set up Attachments can be handled in several ways When MME matches an email it uploads the email into Salesforce and stores it in your organizations Data storage If using MultiMatch our system uploads the email object only once and creates links between matched records and that email conserving storage space Attachments are uploaded with email and stored in the more plentiful File storage of your Salesforce organization based on settings found in Upload Rules e If you uncheck the Upload Attachments box then NO attachments and ONLY email will be uploaded into Salesforce on match e If you check the Upload Attachments box but set it for O MB actual attachments will not be uploaded but LINKS WILL be uploaded with email on match and you will be able to click a link to view the attachment in the MME cloud for 45 days after which email will be purged from cloud e If you check the Upload Attachment
41. ect Permissions Profile wide 6 Enterprise amp Unlimited editions Match My Email MultiMatch User Manual 35 11 Troubleshooting and Support MME maintains a wiki on its website for frequently asked questions and reference information Please visit it at http wiki matchmyemail com index php Main Page Support team members are available between 6 00 a m and 8 00 p m Eastern U S Monday through Friday time to provide free online assistance Emails should be sent to support matchmyemail com 12 Limitations 12 1 In MME e MME Folder Limits Basic MME subscription per user allows importing from up to 18 folders subfolders per email address up to 36 folders subfolders when importing from two email accounts There are no folder import limitations for MME Unlimited subscription Contact Sales for rate differences e MME Automatic IMAP Imports File Size Limit There is a limit of 100 MB of emails imported per day per account into the Match My Email cloud The daily import can be raised in increments of 100MB per day but there is an extra monthly charge e Message Size Limit The message size limit is 30 MB Messages lt 30MB are imported into MME cloud If attachment is lt 5MB Salesforce limitation it is uploaded into Salesforce with email by default this Salesforce import limit can be adjusted by Users or attachments can be excluded from Salesforce com Attachments exceeding Salesforce limit are replaced with link t
42. enu in the middle of the screen Users can choose between the last 24 hours Daily 7 Days 14 Days and All period which equals 45 days in MME or the Custom period A Match My Email Import Ignores Settings Hello demoexec demo matchmyen Search View by All Excludinglgnore for All Choosing the Custom time period option opens two boxes in which the user can type in the date they want or use the calendar icons to select If typing in the dates are displayed in reverse Japanese calendar notation i e YYYY MM DD For example in screenshot below 2014 04 29 is April 29 2014 Group by Custom v Custom date range 2014 04 29 ito 2014 04 29 Browse Mar 18 2014 Apr 29 2014 Messages 1 to 13 of 13 Clicking on the Calendar icon to the right of the date fields opens a calendar dropdown as shown below in which the user can select a date by toggling back and forward through the calendar Once the data range is selected the user clicks on the Browse button to show the messages in the selected date range A Match My Email Import Ignores Settings Hello demoexec demo matchmyemail Custom date range 2014 04 29 th 2014 04 29 Browse April 2014 Today prao 2014 Sun Mon Tue Wed Thu Fri 6 7 8 9 10 11 Search View by All Excluding Ignore for 1314 15 16 17 18 19 20 21 22 23 24 25 Ignore Delete Reprocess Save Select date Erom To Subject Date Size Typ
43. er this entire message will not be processed It is important to apply this type of ignore carefully because even if other email addresses desired for processing are in the email header the email will not be processed at all and result in Ignore in Type Matches column for Match State e Discard Confidential only on Domain tab allows a Cloud Admin or Domain Admin to exclude email from coming into the Match My Email cloud based on policy level decision for all Users If chosen from drop down menu a Confidential Tag field will also become available The Address to Ignore and Confidential Tag are both important fields to this rule type For Address to Ignore type email domain or email address to or from which the confidential emails will be coming If you leave this blank the system will apply tag to all imports with domain indicated in User to Apply To field For Confidential Tag type in the word s that will be used in subject line or email body to tag this rule for discard Tags are not case sensitive and can include symbols or spaces If you leave the tag blank all email relating to email address or domain in Address to Ignore field based on direc tion will not be imported into MME cloud Also please DO NOT use tag beginning with mme as this can conflict with other application features e Direction of Address this allows a User to control if the ignore rule applies when the email address is the sender of an email
44. erne qmail com Trevor Holewinski is now a manager of the Match My Email Google pa Apr 29 6K No Match John Executive demoexec demosm matchmyem Email Lets Schedule a Meeting Now That the Weather is Good Apr 28 7K No Match It is possible to adjust the View by filter to show All email in which the list will include Ignore status email only No Match only Ignore only Match or other options as indicated in screenshot below This filter option is available to End Users Domain Admins and the Cloud Admin Domain Admins and the Cloud Admin can further filter the view of email in the cloud by MME Users that are importing email into the MME cloud Remember End Users can only see their email in the MME cloud While Match My Email MultiMatch User Manual 8 default in the for field is All clicking the cursor in that box will show a list of all Users importing into MME Once new filter options are set click Refresh button This overrides any limits on date in the Time Period Selector Match My Email Import Ignores Settings Hello demoexec demo matchmyemail com Profile Logout Group by All period iew AD Mar 18 2014 Apr 30 2014 RSS of Current View S Messages 1 to 13 of 13 Search View by All Excludinglgnore fof A All All Excluding Ignore Settings Ignore Delete Reprocess Save Error demo matchmyemail com From To Ignore Match Z9 No Match democase demo matchmyemail com b
45. h User Manual 20 set up Clicking the name of a specific import will reveal the import settings where tools are available for folder selection Match My Email Email Cloud Ignores Settings Hello demoe Enable Disable Delete Oselected New Name Source demoexec demo matchmyemail com demo matchmyemail com DemoCase demo matchmyemail com By clicking Refresh Folders a User jumps across the Internet to his or her email service provider and can download the folder structure of his or her email account In the Available Folders box they will see all the email folders related to their email account Import name Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicat Y port 993 User Password eeececcocoocecoooocooooooooooe REFRESH FOLDERS Import folders Selected Selected folders Available folders A INBOX O Mail Filter Subfolder Mail Filter Subfolder 2 Mail Filter Subfolder 3 o Match My Email Legacy Import a Sync to Salesforce Gmail Message date is on or after yesterday Y Message size is less than 30M Status Autorun my import by schedule SAVE START IMPORT MANUALLY REIMPORT CANCEL 6 4 1 Fully Automatic Mode Using INBOX and Sent No mail filters or rules in place The simplest configuration for MME to work in fully automatic mode is to 1 Choose Selected in the Import Folders dropdown menu 2 Click the Inbox and Sent folder options in A
46. ick the New Secondary Email Address button In the subsequent screen fill in the fields based on following guidelines e Type is a descriptor field for the User Once might type in preferred or personal or sometimes used whatever might help describe the nature of this alternative address e In Email field one types the alternative email address e The Contact field should already be filled in with the Contact name e Click Save Secondary Email Address Edit New Secondary Email Address Secondary Email Address Edit Save Save amp New Cancel Information ve Email Contact Olive Porrup a Save amp New Cancel Once entered MME will use these additional address es for automatic matching to correct Contact record 10 5 Permissions Match My Email makes use of a custom object Email Messages and its related Email Messages Related Object to contain and show the matching email information Configuration of these is considered part of set up and is detailed in Section 13 of the Set up Guides found on Match My Email s support page www matchmyemail com support Viewing our custom object content can be controlled in the following ways Permission Sets cccseccseceeeeeeeeeneees User Specific all Salesforce editions e Sharing SettingS ccccsseccsseeeeeeeees Organization wide Professional Enterprise amp Unlimited editions e Profile Custom Obj
47. il Filter Subfolder 3 2 For Import from choose Selected 3 In Available Folders window choose Inbox and Sent folder s and Mail Filter Subfolder s you desire Use the top arrow button to move them into the Selected folders window Please note there can be multiple Sent folders also called Sent Items Sent Messages Inbox Sent or Gmail Sent Mail Choose all folders that contain outgoing email so that MME may process them 4 Click Save Import name Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicat Y port 993 User Password Seeeeeeeesceeeeeeeeeeeeeeeee REFRESH FOLDERS Import folders f selected Selected folders Available folders INBOX Match My Email Legacy Import Gmail Sent Mail e a to Salesforce Mail Filter Subfolder e Gmail Mail Filter Subfolder 2 Gmail All Mail Mail Filter Subfolder 3 D Gmail Drafts Gmail Important Gmail Spam Message date is on or after yesterday Y Message size is less than 30M Status Autorun my import by schedule START IMPORT MANUALLY REIMPORT CANCEL 6 4 3 Fully Automatic Mode using All Except Selected option This configuration is for Users who frequently create new Subfolders with Mail Filters and don t want to constantly be updating Folder Selection in Match My Email With this option the system will update your Available Folders every twenty minutes and mark them to be synce
48. import by schedule SAVE START IMPORT MANUALLY REIMPORT CANCEL 6 4 4 Total Control mode using a designated Sync to Salesforce folder This configuration gives the User total control over which emails are synced and logged to Salesforce com because the User only avails MME to one specific folder While the processing of emails from this folder is automatic by MME there is a manual component of requiring the User to move or copy email into this designated folder in their email client Total Control mode is often favored by executives who have emails that are highly confidential and they don t want them to end up in Salesforce inadvertently 1 Create a special folder in your email client We recommend naming it Sync to Salesforce 2 For Import from choose Selected 3 In Available Folders window choose the Sync to Salesforce folder Use the top arrow button to move it into the Selected folders window 4 Click Save Match My Email MultiMatch User Manual 23 Import name Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicat Y port 993 User Password ecececccccocoooocooooooooooe REFRESH FOLDERS Import folders f selected v Selected folders Available folders Sync to Salesforce SE INBOX _ o Mail Filter Subfolder i Mail Filter Subfolder 2 Mail Filter Subfolder 3 o Match My Email Legacy Import ae Gmail Gmail All Mail
49. le each user has as that pertains to what level of email communication they will be able to view End Users can see only their emails in the MME cloud Domain Admins can view all emails of all Users within that domain in the MME cloud Settings Salesforce Integration Google Drive Integration Google Mail Integration Domains amp Users Company Domain demo matchmyemail com 00000 Users of demo matchmyemail com IMAP server host demo matchmyemail cor ae Username Role Action John Executive demoexec admin Edit Delete Connection Regular port 143 Tom Salesman demosale end user Edit Delete To authenticate use full email address Serhiy Fyrin sfyrin end user Edit Delete Login with Google Apps Disabled Ovidiu Bivolaru ovidiub end user Edit Delete Allow end users to import from This IMAP server Gmail Any other IMAP server Demo Case democase end user Edit Delete SAVE TEST DELETE Paul Sterne admin end user Edit Delete Mary Account Rep mary end user Edit Delete Susan Account Rep susan end user Edit Delete ADD USER Fo demo matchmyemail com Once a User is added they are authorized to the use the MME account already established by Cloud Admin but must still complete their individual settings To do so each new User can then login to Match My Email with their email address and email password Once logged in each user should set up their own Salesforce integration IMAP ADD DOMAIN import and Salesforce Web Tabs as
50. ng the company email domain and thus ignore all company email e Direction of Address choose Any to ensure both incoming and outgoing email have this rule applied e User to Apply to if only one email domain has been added on Domains amp Users tab then that domain will be the only option If a company has more than one email domain each domain should be ignored for the other so 2 email domains results in 4 lines of ignore rules i e A to A A to B B to A B to B 8 Settings Page Salesforce Integration Adding Domains Adding Users Within Settings there are five tabs visible for the Cloud Admin Salesforce Integration Google Drive Integration Google Mail Integration Domains amp Users and Company Domain Administrators and End Users see fewer options 8 1 Salesforce Integration web tab Salesforce Integration is usually established during the set up of Match My Email The default Access Type is Remote Access OAuth which enables continual authentication even when the Salesforce password changes MME Cloud Admins will be able to see a list of all MME Users and if their Salesforce integration is enabled or if there is an issue by noting the Status column far right as in the screenshot below Clicking a check box to the left selects that particular Salesforce Integration setting and one can click Enable Disable Sync or Delete buttons to affect a change for that User Match My Email Email Cloud Import Ignores Hell
51. ning Cancel Message dateis on or after yesterday Y 02 05 2014 19 14 00 Starting import process 02 05 2014 19 14 13 Import process started for demoexec demo matchmyemail com Status Autorun my import by schedule v 02 05 2014 19 14 13 Reprocessing salesforce operations _ 02 05 2014 19 14 13 Current organization id 00DU0000000KiDyMAK Save Cancel 02 05 2014 19 14 13 Searching for new modified contacts 02 05 2014 19 14 15 Searching for new modified contact emails 02 05 2014 19 14 15 Searching for new modified leads 02 05 2014 19 14 16 Running import paulsterne gmail com 02 05 2014 19 14 16 Import from these folders INBOX Gmail Sent Mail FA7 NS 7N14 19 14 1461 Found folderfal to immonrt from Message size is less than 30M 6 3 Adding New Email Imports To add new users See Section 8 4 Domains amp Users By clicking on New users can add email addresses from which to import On the next screen the user will be prompted for an Import Name This name is at user discretion If nothing is entered once settings for new import are saved the Name field will be the email address It becomes more important to give it a descriptive name if several email addresses are used for importing so that they can be differentiated in the Name column Importing is often set up during an online session when MME is initially installed and configured Assistance for this step can be found in Set up Guides at http www ma
52. o Salesforce Integration Google Drive Integration Google Mail Integration Domains amp Users Company Salesforce Accou Enable Disabl lt gt Sync Je Delete 0 selected E New Applies to Salesforce Username demo matchmyemail com demoexec demo matchmyemail com democase demo matchmyemail com democase demo matchmyemail com demoexec demo matchmyemail com demoexec demo matchmyemail com demosale demo matchmyemail com demosale demo matchmyemail com Organization type Production Production Production XXXI Production Clicking the name of the integration which appears as an email address will reveal details about that particular set up as shown below A Cloud Admin cannot setup or change the integration assignment for other MME Users but can modify Matching Rules and Upload Rules Match My Email MultiMatch User Manual 297 8 1 1 Matching Rules By default Matching Rules are set to match to all types of records Unchecking a box will tell our system NOT to match to a particular type of record This may be desired if an object is not used by an organization This is also where Email to Case can be set up In order to use Email to Case with MME it must be enabled in Salesforce Organization and there should be an email address used to receive new support cases for the company When set up properly MME can identify the Case in an email s subject line and match the message to the appropriate Salesforce Case inst
53. o MME cloud where attachment is available for 45 days after which it is deleted e MME IMAP Imports Count Limit 2 IMAP imports are available per MME account Additional imports are offered for extra fees e MME IMAP import timeout Limit Each MatchMyEmail import has 90 seconds timeout Next automatic import will pickup emails from last check point of each IMAP folder if timeout occurred on previous import e MME Legacy Imports Limits Any folder that receives more than 150 new emails in a twenty minute period is processed using a metering algorithm to avoid violating Salesforce daily processing limits The metering algorithm is 5 emails every twenty minute import cycle 360 per day and 10 800 per month per user Legacy importing must be set up in coordination with MME support staff 12 2 Salesforce Limits amp MME Operations e Salesforce API Usage Limits Salesforce limits an organization on total API calls within a 24 hour period Minimum limits are established at 5 000 API calls for most editions which is the number used in strategizing import operation for MME https na4 salesforce com help doc en integrate api rate limiting hAtm e Salesforce Limits on Custom Apps Salesforce limits the number of custom apps available from the AppExchange as follows Group edition 1 app Professional edition 5 apps Enterprise edition 10apps Unlimited edition has no limitation on custom apps http na4 salesforce com help doc en limits htm
54. o Match Gail McGlamery demoexec demo matchmyemail c Lo Feed Name No Match status emails No Match Google Pages match my email 8280 pages plus MZ EXP otto SalesForce r25 39K No Match This feed filters email messages in cloud that Google AdWords paulsterne qmail com Ge have a No Match status r21 4K No Match Google match my email 9866 pages plus Kil Description r03 8K No Match Harrison Dodge demoexec demo matchmyemail c Ini r02 3K No Match 5 4 Pages The page to be viewed is selected by clicking on the page number If there are not enough messages in the system to require multiple pages of emails for viewing this area will be blank on the screen As described in section 4 0 by clicking Profile a User can change the number of messages displayed on each page 5 5 Filter Options MME categorizes imported emails by their Match State Shown in the far right Type Matches column an email will be a No Match or have a status of Match Ignore or Reprocess The default view of the Email Cloud is All Excluding Ignore as we ve assumed if you have a rule to ignore a message you would not want it cluttering up the view of emails in cloud Match My Email Import Ignores Settings Hello demoexec demo mi Group by All period Y Mar 18 2014 Apr 30 2014 Messages 1 to 13 of 13 Search View by All Excluding Ignore for All Refresh Ignore Delete Reprocess Save From To Subject Date Size Type Matches Google team paulst
55. o matchmyemail In A Td Google AdWords paulsterne qmail com AC 2012 Calperer ceu vers pror crore swo wiatch A Lead Harrison Dodge Harrison Dodge demosale demo matchmyemail c Manualk matching amp E User Tom Salesman Creating records Account Bedford Horse Farm Dan Stablemaster Quote for Fence Repair Mar 18 WS57K Contact Dan Stablemaster John Stablehand 5 11 1 Linked Match Indicated in the purple highlights above clicking the linked name within the Match Details pop up box will jump to that record in Salesforce If Salesforce com is already open the jump to the Salesforce com account is direct and immediately to the record Lead Contact etc If Salesforce com is not open then the user will be prompted to enter username and password before the jump can be completed 5 11 2 Manual Matching Indicated in the green highlights above the Match button enables the user to manually match the selected email message to a record in Salesforce This is true whether the email has No Match status or has already been matched to other objects Clicking Match brings up a Match pop up window Match x t Create and match to a new record Select and match to an existing record RSS Type Lead Name show a r 09 32 AM aK No Match Processed on 05 5 o Match o Match E o Match Account Bedford Horse Farm Case 00001055 Mar 18 57K Contact Dan Stablemaster Jr L D nity Su erstorm 5 Le a Ok Gancel Oppor
56. our boss asking for a brochure I may have forgot tn By clicking on the line or subject of an email message the user can open and view the email in the MME database This opens a window containing the email and its attachments Inside the window the user can read the email and view all emails in the header From To CC and BCC fields and enact the following e Show Headers enables the user to view the Header details e Show Source enables the user to view the Source code details e Hide Message hides the body of the email or restores it to view e Show Attachment open the attachment for viewing e Print Message enables the user to print the email E Match My Email View Email i e x https matchmyemail com rm user_email_msg amp id 19612916 amp popup 1 Match My Email Hello demoexec demo matchmyemail com Mon 28 Apr 2014 14 00 57 0400 Show Headers Show Source CC mjones demo matchmyemail com susan demo matchmyemail com Message text plain 8bit 1K Show Headers JHide Message Hi Tom Now that winter is finally past let s schedule a meeting for next week to walk the new project I am particularly interested in sjhowing you the downed trees that I think could be used as wood for the new project All the best Michael Morse Rockefeller Estate Attachment Winter fence JPG image pjpeg base64 274K Show Headers Show Attachment Print Message 5 11 Type Matches amp Match Detail pop up commands The
57. our email domain into the MME account Adding an email domain e Allows the Cloud Admin to apply any ignore rules including the very important internal ignore rule see Section 7 2 to all Users of that domain instead of hoping each User creates their own such personal rules If a company wants many Users on the MME account the best way is to add the email domain and then add Users for that domain MME will allow Users to login by authenticating the email domain information using their email credentials e Allows a Cloud Admin to add Users to the MME account they have created These Users can then also import and match their email into Salesforce Match My Email MultiMatch User Manual 30 Detailed steps and screenshots about adding an email domain and more Users to a Match My Email account can be found in Set Up Guides and in the Administrative Guide Domains amp Users documentation found on MME s support page http www matchmyemail com support The Domains and Users tab will only appear for the MME Cloud Admin and Users with the role of Domain Administrator A Cloud Admin will be able to see the list of all Domains and all Users set up in MME account A Domain Admin is the admin for the email domain in which they are listed and thus will only see information for that email domain The screenshot below is an example A domain is listed on the left and users within that domain are on the right It is important to note the Ro
58. ow Size 3K Date Matches 09 32 AM No Match Processed on 05 50 M Reprocess Yo Match Bedford Horse Farm Account Case Contact Opportunity User Mar 18 057K Cancel a Ok l aard 00001055 Dan Stablemaster Jc Superstorm Sandy Rej Susan Account Rep Tana MrHanrns Use the Type dropdown menu to choose the type of record to create In the screenshot below a Lead is created Clicking the Envelope button in the lower left corner will open another pop up with the contents of the email providing a convenient reference for populating the record fields As an alternative to typing in information you can select text in the email then copy paste or click on it and drag and drop it to the appropriate field to save time Fields marked with a are required by Salesforce and we always recommend adding an email address if prompted When complete click OK button Match My Email MultiMatch User Manual 15 Match x From Michael Norse lt mnorse demo matchmyemail com gt se P 5 s ii Create and match to a new record To lt demosale demo matchmyemall com gt Subject Artisanal Fences Date 2013 01 11 16 01 j Lead 2 To whom it may concern ric e 20 isanal fenc English fas n i am intrigued by the idea of an artisanal fence in English fashio Michael 10 223 2245 surrounding my property rh d ee s l V a Do tra that fa E n o i aand r P a d Norse
59. oxes next to emails for a record and click the UnMatch button to break the link for this record to the Email Message This does not remove the message as it may be linked to other objects Also performing an unmatch in this manor does not affect the email s match status in the MME cloud indicated in the Type Matches column These messages will still show as matched 10 4 Secondary Email Address The Secondary Email Addresses object provides a place to enter alternative email addresses for Contacts It is available when the MME package is installed It is a related list added to the page layout and is only available for Contact records Match My Email MultiMatch User Manual 34 a Contact Customize Page Printable View Hel Olive Porrup Secondary Email Addresses 0 Open Activities 0 Activity History 0 Qpportunities 10 Cases10 Notes amp Attachments 0 HTML Emsil Status 0 Campaign History 0 Contact Detail Edit Delete Clone Request Update Contact Owner ee Change Phone Name Olive Porrup Mobile Account Name Watermark Writing Email Title Reports To View Org Chart gt Address Information gt Additional Information gt System Information Delete Clone Request Update Email Messages No records to display Secondary Email Addresses New Secondary Email Address No records to display To enter an alternative email address to the one in the standard Email field cl
60. r MatchMyEmail which would allow uploading of attachments into Google Drive Google Drive processing happens before Salesforce com processing thus attachments for ALL emails imported will be uploaded into Google Drive regardless of No Match Ignore Match status that occurs later This feature can be used together with Salesforce com by uploading only a link to Google Drive attachment in Salesforce com for emails that match SF records The Google Drive Integration tab under Settings is where a User can provide our system with the credentials to communicate with a User s Google Drive One would click the Grant button and be bounced to Google where a User can Grant Access If a User might be logged on to more than one Google account it is important to select the appropriate work related Google account for Google Drive integration Checking the box for associated domains would integrate all Users of that domain to the Google Drive established here This is an option so other Users on MME need not set up their own Google Drive integration Settings Salesforce Integration Google Drive Integration Google Mail Integration Domains amp Users Company Google Drive Account Account status Enabled Email Address Undefined Access token Undefined Secret token Undefined GRANT TEST Associated domains REE kad SAVE If Google Drive integration is granted AND if Upload Rule Section 8 1 2 to Upload Attachments is checked default
61. records e See Emails that have not been matched and have status No Match e Create new Leads Contacts and other Salesforce records from emails e Manually Match and Reprocess emails e Add email addresses to Ignore list e Search through emails in cloud e Delete emails from cloud and permanently delete them from Salesforce On Import one can e View email account s currently set up for MME User e Add more email accounts for importing into MME cloud e Update password for email accounts e Change email folders selected for import into MME cloud e Start an import manually instead of waiting for 20 minute cycle On Ignores one can e View list of personal ignore rules e View list of ignore rules that apply to all Users in the email domain End Users can only see personal rules e Add remove email addresses or modify rules on Ignore Lists e Create rules to discard confidential emails from MME cloud On Settings one can e Manage Salesforce Integration credentials e Have access to integration for Google Drive for Google Users only e Set up of Google Mail Integration for Google Users only e List of Domains domain settings and Users for each email domain Match My Email MultiMatch User Manual 5 In Profile one can e Change time zone for Email table e Change number of email messages displayed per page in MME cloud view e Change MME password e Change Alert notifications e Add or modify RSS Channels 4 Profile
62. reprocess use the Match Detail pop up commands described in 5 11 or in batches using the check boxes and Reprocess Command button described in 5 7 3 Match My Email MultiMatch User Manual 10 5 7 2 Delete Command The Delete command allows users to delete an email from the MME cloud and ultimately Salesforce if that is desired Delete is a powerful command and should be used carefully Typically a user will click the Check Box next to the messages desired for removal Clicking the Delete command button opens a drop window in which the user is asked to apply Delete to the selected number of messages or all messages All messages means all not just all the emails that might match the one selected so rarely would All be used The Delete command window contains the option of checking a box for uploaded data No check in the box means the emails are deleted from the Email List in the MME cloud but uploaded data will remain in Salesforce However if the box is checked as in the screenshot below then the email will be deleted from the Email List AND the email and all related links will be deleted from Salesforce Match My Email Import Ignores Settings Group by All period Mar 18 2014 Apr 30 2014 Messages 1 to 13 of 13 Search View by All Excluding Ignore for All Refresh Ignore Delete Reprocess Save Subject Apply tof 1 selected message s Y com Trevor Holewinski is now a manager of the M
63. s but is not required Users with Google Mail Gmail have the option of integrating to one Google Mail account The advantage is that future changes to email passwords are automatically authenticated eliminating the need to update this information in MME It also allows those Users to login to MME by clicking the Google Login button on the login screen instead of having to enter a username and password Detailed steps about how to set up Google Mail integration can be found in the Set up Guides on MME s support page A User would click Grant and be bounced to Google where they would login to appropriate Google Mail account and click Grant Access Clicking Save would save these settings for that User Settings Salesforce Integration Google Drive Integration Google Mail Integration Domains amp Users Company M Google Mail Account Account status Enabled Email Address Undefined Access token Undefined Secret token ndefined GRANT TEST SAVE 8 4 Domains amp Users A domain or email domain is everything after the symbol in an email address For example if an email address at the company might be sales acme com then acme com is the email domain A company s email is hosted on a server MME requires Users have an IMAP email server or exchange server enabled for IMAP In this way there will be an IMAP server hostname and dedicated IMAP port as well as method of authentication This information is needed to add y
64. setting our system will upload copies of attachments to Google Drive AND also upload attachments based on size limits to Salesforce if Use Google Drive uploads is NOT checked Uploads to Google Drive are subject to Google file type and size limitations and please note ALL attachments are uploaded even for emails that come into the MME cloud as No Match status The Google Drive integration tab settings can work in tandem with the Use Google Drive uploads option under Upload Rules described in 8 1 2 above When Use Google Drive uploads is checked under Upload Rules AND Match My Email MultiMatch User Manual 29 Google Drive Integration is granted on the tab our system ONLY uploads attachments to Google Drive Uploads to Google Drive are subject to Google type and file size limitations and please note ALL attachments are uploaded even for emails that come into the MME cloud as No Match status To reiterate what was mentioned above if under Upload Rules you check Google Drive uploads but do NOT grant Google Drive Integration on the tab our system does not have appropriate credentials to access User s Google account and will continue to upload attachments to Salesforce depending on other Upload Attachments settings When Google Drive settings are created or modified a User should always click Save 8 3 Google Mail Integration Gmail Users optional Google Mail integration is offered as a convenience to Gmail user
65. son Matched by Contact John Stablehand Please remember that any message with a No Match status will automatically be reprocessed by the system at the next cycle and thus changes made will be handled at that time While Users can do so for No Match messages manual reprocessing is only required when a message already has a status such as Ignore or matching information and would not be automatically reprocessed No Match N Mat h To reprocess a group of messages follow the steps described in section 5 7 3 above regarding use of the Reprocess command button 5 11 6 Reassigning Ignored Messages It is possible that an email may be relevant to Salesforce even though the system is directed to ignore it via an Ignore rule One can use the Filter Options Section 5 5 to view either Ignore or All Messages Any message with a status of Ignore in the Type Matches column will be visible One would then perform steps for a manual match as described in section 5 11 2 6 Import Page Adding email accounts updating passwords selecting folders 6 1 Email Accounts for Import In the MME menu ribbon clicking Import will allow the user to view the email accounts that have been set up for importing into MME cloud Each import represents a separate email account In addition to the Source column which will indicate the IMAP server hostname the Status column will show which imports are enabled and working and which may
66. stem will either show a status of No Match or Match information depending on if matches can be made to records in Salesforce Entire Message By Address means that when the email address for the rule is in the email header this entire message will not be processed It is important to apply this type of ignore carefully because even if other email addresses desired for processing are in the email header the email will not be processed at all and result in Ignore in Type Matches column for Match State Match My Email MultiMatch User Manual 9 One benefit of using entire message by address is to ignore spam marketing or email blast addresses Our system will give them the status of Ignore and exclude them from the default view of email cloud reducing clutter see 5 5 There are two methods that allow a user to make use of Ignore the manual command discussed here and the Ignore Tab see Section 7 0 the latter offering a confidential discard ignore type at the domain level To create an Ignore rule for an email address using the Command button check the box next to the email message to ignore and click the Ignore command button to show a box of options Match My Email Import Ignores Settings Hello demoexec demo ma Group by All period 9 Mar 18 2014 Apr 30 2014 Messages 1 to 13 of 13 Search View by All Excludinglgnore for All Refresh tonore peiete7 Reprocess Save
67. tchmyemail com support or by contacting MME staff at support matchmyemail com Import Enable Disable Delete Oselected Name demoexec demo matchmyemail com 6 4 Folder Selection Details Folder Selection is a core Match My Email technology aqnd gives end users the ability to which email messages are imported into the Match My Email cloud MME for processing and matched to records in Salesforce com Since email syncing in Match My Email occurs on a twenty minute cycle and depends on when an email drops into a selected folder the timing aspects of the way you work with email folders needs to be borne in mind e Does your email remain in the Inbox until you move them to a subfolder manually e Have you set up rules that immediately move emails into subfolders Mail Filter in Gmail Rules amp Alerts in Outlook e Do you create a lot of new subfolders and setup up rules that immediately move emails into them Remember that MME brings copies of email from designated folders into the MME cloud holds them there for 45 days matched or not and then purges them MME is not a substitute for an email client nor does it make changes to email accounts on User s email server Folder Selection is configured within IMPORT settings for a particular email account In the MME menu ribbon click IMPORT to see a list of all imports for a User In the screenshot example below there are 3 imports that have been Match My Email MultiMatc
68. thus the From the recipient of the email thus the To or if you want this email address ignored in any direction e User to Apply to This option will only appear if a domain wide ignore rule is being created If there is only one domain operating with MME and added to the Domains amp Users tab Section 8 4 then there will only be one choice If there are multiple domains added to MME then the User has a choice If the rule should apply to multiple email domains then a separate rule will need to be created applied to and saved for each domain For rules in the list a User can choose to Delete or Modify a rule Modifying might mean correcting a spelling mistake changing the ignore type or direction or changing to which domain it applies However it is important to know previously Ignored emails will not be automatically reprocessed since they already have a status of Ignore and MME considers them complete Those emails need to be found in the MME cloud and manually reprocessed see Section 5 7 3 and 5 11 5 7 2 Internal Domain Ignore Rule A special type of ignore rule should be created in almost every MME account It is a rule to ignore the email domain s of the company using MME This is a protective measure against unnecessary or unwanted matching of internal email into Salesforce com records that might contain employee email addresses As a further explanation imagine an employee exists in Salesforce as a Contact record including their
69. tunity Superstorm Sandy Re User Susan Account Rep a P l aard Tana MoHanrmr Select the 2 bar from the top that says Select and Match to an Existing Record if not already expanded Use the drop down menu under Type to select which type of Salesforce object to which you want to match the message Type a few letters in the Name field and MME will perform a forward look up to provide a list of options Choose the correct record and click OK Match My Email MultiMatch User Manual 14 t Create and match to a new record Match x t Create and match to a new record Select and match to an existing record Select and match to an existing record Type Type Lead Lead T Account i Na Case Contact Jane McHenry Opportunity User Ok Cancel i a 5 11 3 Create and Match a New Salesforce com Object A new Salesforce record can be created from the MME Email Cloud most often in the case of a No Match status though the functionality works for messages already matched In the same manner to make a manual match hover over the phrase No Match or match status information to bring up the Match Details pop up box Click the Match button to reveal the Match window To create a new record click the top bar option Create and match to a new record to reveal a simple web form Create and match to a new record Select and match to an existing record sh
70. vailable Folders window use the top arrow button to move them into the Selected folders window Please note there can be multiple Sent folders also called Sent Items Sent Messages Inbox Sent or Gmail Sent Mail Choose all folders that contain outgoing email so that MME may process them 3 Click Save Match My Email MultiMatch User Manual 21 Import name Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicat Y port 993 User f 1 Password seeeeeecccccccccoooeoeoeeeS REFRESH FOLDERS Import folders f selected Selected folders Available folders INBOX Mail Filter Subfolder Gmail Sent Mail lt ____ _ Mail Filter Subfolder 2 Mail Filter Subfolder 3 Match My Email Legacy Import Sync to Salesforce Gmail Gmail All Mail Message date is on or after yesterday Y Message size is less than 30M Status Autorun my import by schedule SAVE START IMPORT MANUALLY REIMPORT CANCEL 6 4 2 Fully Automatic Mode Using INBOX Sent and Mail Filter Subfolders Mail filters and rules are in place This configuration means that you would want to have MME import from subfolders into which email is immediately moved upon receipt via a rule or filter as well as INBOX and Sent 1 Note in Available Folders which subfolders contain emails you want MME to process In our example there is Mail Filter Subfolder Mail Filter Subfolder 2 and Ma
71. y John Executive Stablehand Superstorm Sandy Repair Susan Account Rep Tom Salesman Unmatch Match Reprocess Rockefeller Estate e Juhrina Estate Artisanal Fen Jan 21 W 250K Cantarct Navid Smith Unmatching and Bulk Unmatch can be performed in the Email Messages section on the page layout of a record See Section 10 2 or 10 3 Match My Email MultiMatch User Manual 17 Unmatching can be reversed by finding the emails in the cloud and reprocessing them To do this one would hover over the match status and click Reprocess button in pop up window The emails would again be matched to all relevant Salesforce records 5 11 5 Reprocessing MME reprocesses No Match emails every 20 minutes It is also possible to manually force the system to reprocess a specific message or group of selected messages To reprocess an individual message hover over the No Match or match information in the Type Matches column and click the Reprocess button in the Match Details pop up After reprocessing is complete the change in status of the message will be indicated in Type Matches column immediately Date Size Type Matches Feb 25 3K No Match ment Feb 11 49K No Match 2014 Feb 07 149K No Matcl Feb 06 30K No Match al Fences Jan 29 W 1995K Match details Dan Stablemaster Joh Stablehand Superstorm Sandy Repa Susan Account Rep Tc Account Bedford Horse Farm Processed on 07 01 PM Match rea
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