Intuitive, central administration, no end-user action necessary. ... Match My Email allows you to sync your emails and calendars automatically with Salesforce.

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How To Guide · A. Creating Ignore Rules · B. Create a New Record from Match My Email Cloud · C. Manually Match & Unmatch Emails to Existing Salesforce.com Records.

The individual at a company who will manage the Match My Email account, whether they will import and match email or not, follows these steps to create an ...

Clicking the Match My Email web tab will sign in the current SFDC User to MME and show them their Email. Cloud view. The Email Cloud is where emails ...

This means matching an email to only one Account, one Opportunity, one Case, or one custom object record. Users that have access to the record will be able to ...

Jun 26, 2019 · Tracking email activity in Salesforce between prospects/customers and the sales and support teams is made easy with Match My Email VIEW ALL.

Email will match to multiple Lead and Contact records, but only one WhatID record, so only one Account, one Opportunity, one Case or one custom object record.

A Match My Email account has now been created and you are able to manage the account. Proceed to next step to connect the account to your email server. 3.6.