Match My Email User Guide
Contents
1. REFRESH FOLDERS Import folders Selected n7 Selected folders Available folders Message date is on or after yesterday Message size is less than 5 Mb Status Autorun my import by schedule SAVE CANCEL Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 28 6 84 Match My Email Ignore Page amp Personal Ignore List A user can access the Ignore Page by clicking Ignore in the black MME Menu Ribbon The page will show a user s Personal Ignore List Initially it is empty but as emails are added to the list it can grow and be quite long which is fine Email addresses can be added to the list as described in Section 4 7 while on the Email Viewer screen Another way to add to the list is clicking the Add button Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Email Addresses to Ignore Personal 4 Address to Ianore Direction of Address User to Apply to Action cn recipient ry gmail com Modify Delete ry gmail com Modify Delete ry gmail com Modify Delete ry gmail com Modify Delete 2 cnet any 20 net any rp et any O 0 0 0 2011 Mailspect MatchMyEmail 2 3 3 This will open a pop up box in which the user can manually type or cut amp paste in an email address select ignore type select which direction to ignore as sender receiver2. Subject Fw Don t Miss Your Chance to Give B another support doc update Invoice for February 2013 Out of State Transfer inquiry RE Out of State Transfer inquiry RE Out of State Transfer inquiry Testing 4 accounts Testing 4 accounts Testing 4 accounts Testing need ftp info testing email flight change Re Inquiry from Trevor Holewinski Marketing Meeting RESCHEDULED terry email FW priceline com Rental Car Confir No Subject FW Its Time To Check in Re Testing Dog truly a aift from God Date 3 6 2013 10 48 AM 2 28 2013 2 05 PM 3 1 2013 6 50 AM 2 27 2013 8 25 AM 2 28 2013 1 19 PM 3 4 2013 7 26 AM 3 7 2013 6 40 AM 3 7 2013 6 40 AM 3 7 2013 6 40 AM 3 7 2013 6 08 AM 3 6 2013 10 51 AM 3 7 2013 7 58 AM 3 18 2013 1 20 PM 3 15 2013 12 23 PM 3 3 2013 2 15 PM 3 3 2013 4 22 PM 3 10 2013 6 57 PM 3 15 2013 6 29 PM 3 18 2013 1 37 PM 3 7 2013 9 31 AM 3 13 2013 3 43 PM 4 4 Previous Next gt Attachment lt is possible to also select all by checking the top check box next to the column header Action Please note by doing so you are choosing to select and delete all emails from Salesforce Messages remaining in the cloud can be imported again by using Reprocess Leads Accounts Contacts Opportunities Contracts Cases Products Reports dad All Email Messages Edit Delete Create New View u Subject Date Sure Match My Email Attachmen Performing a search
3. 4 6 Settings Mouseover the Settings option to display a pop up window in which Email Viewer settings can be set depending on user preference The user can Show or Hide the Sender column of the Email List Show or Hide the Recipient column and select the number of Messages per page from 20 to 100 4 7 Commands lIgnore 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 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 4 7 1 Ignore Command The ability to Ignore emails is a way for users to employ privacy controls and keep private and or irrelevant emails from cluttering up the MME cloud This is especially beneficial for users importing from their general Inbox and Sent folders the recommended folders There are two methods that allow a user to make use of Ignore the manual command discussed here and the Ignore Tab see Chapter 6 Both methods lead to the creation of a Personal Ignore List When MME processes emails the first step executed by the MME algorithm is to check this Personal Ignore List Users can ignore email addresses by
4. Email Messages Home View All Email Messages x Go Edit Create New View Recent Email Messages mee No recent records Click Go or select a view from the dropdown to display records In this view it is possible to perform a bulk delete of Emails in Salesforce As shown in screenshot below check boxes next to message desired for deletion The number of emails selected will be shown at bottom in yellow Once selected click Delete button and in pop up confirm deletion Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 8 84 Match My Email Leads Accounts Contacts Opportunities Contracts Cases Products Reports dag All Email Messages Edit Delete Create New View Email Messages Match My Email EF Action Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del gGarama a aaaaaaa Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del Edit Del HOEOOEBRBOPSESES pP From t Cynthia amp Michael Morse Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery The Holewinski Group Trevor Holewinski Trevor Holewinski Trevor Holewinski Trevor Holewinski Trevor Holewinski davmar58 davmar58 1 25 of 33 gt
5. 84 Match My Email Match My Email User Guide Multi Match Version Version 2 7 3 be Match My Email User Manual Version 2 7 3 84 Match My Email Copyright 2013 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 Copyright 2013 RAE Internet Inc doa Mailspect Inc and Match My Email 2 84 Match My Email Table of Contents 1 INITOQUCHON Genen ni
6. 11 Master Services Agreement 11 1 Contact Match My Email support for a PDF of the Master Services Agreement or click on http www matchmyemail com legal Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 34
7. 33K a Contact Simone Duncan Gail McGlamery Simone Duncan Accepted GoToMeeting Invitation Match My Email troubl Sep 20 2K User Gail McGlamery Account MatchMyEmail 4 11 1 Green Link In the Match Details pop up box clicking the name of the matched Object e g Lead or Contact in green enables the user to jump from the MME Email Viewer to the user s Salesforce com account to view the object file that has been associated with a particular email If Salesforce com is already open the jump to the Salesforce com account is direct and immediately to the object file 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 4 11 2 Manual Matching The Match command enables the user to force or manually make a match whether the email in question resulted in a state of No Match or already identified a match Clicking Match brings up a Match pop up window in which a user can select the Type of Salesforce object to which the email is to be manually matched and select among Names available for that object type Names are located using two letter look up that displays all the possible names contain those two letter A three or four letter look up can be used to narrow the possibilities Clicking OK will manually make the Match and immediately link the email to the selected Salesforce file object 21 Match My Email User Man
8. Sep 21 2012 p Y Messages 1 to 50 of 109 Match State All Excluding Ignore Y IGNORE REMOVE From Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery Gail McGlamery REPROCESS SEARCH FILTER Type All Al Matches for gailmegla SAVE To Ovidiu Bivolaru Lead 21 matched Paul Sterne Contact 13 matched Paul Sterne Simone Duncan Contact 38 matched dve the date Simone Duncan Simone Duncan 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date atch My Email troul RE Voicemail received from 312 878 1176 0 29s Products Reports Email Messages gt gt ery gmail com REFRESH Date 7 Sep 20 Sep 20 Sep 20 Sep 20 Sep 20 Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email m RSS of Current View Pages 1 2 3 Settings Size Type Matches Contact User Paul Sterne Gail McGlamery 33K Simone Duncan Gail McGlamery MatchMyEmail Contact User Account 2K Simone Duncan Gail McGlamery MatchMyEmail Contact User Account 22K Simone Duncan Paul Sterne Gail McGlamery MatchMyEmail Contact User Account 33K Simone Duncan Paul Sterne Gail McGlamery MatchMyEmail Contact User Account 29K iA 84 Match My Email
9. choosing two methods just address or entire message by address When an email address is ignored the email is not processed for that email address To add an email address to the Personal Ignore List check the box next to the email message you wish to ignore and click the Ignore button popping down a box of options Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email N MY Email Search for sender bd Search in subject Group by 7 Days Search i tent a eee lt lt Sep 16 2012 Sep 23 2012 gt gt Match all 9 Search Scope Messages 1 to 22 of 22 v subject W body attachment SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All All Matches v for gailmcglamery gmail com REFRESH IGNORE REMOVE REPROCESS SAVE Subject Date t Apply to 1 selected message s 2 ail com mercy robe status 08 22 PM Ignore type entire message by address ail com mercy robes product update Sep 22 Addresses Z gailmcglamery gmail com Paul Stern Kabbage Sep 21 add other gt gt RE New Ticket IHHT 585136 Salesforce Users Sep 21 diu mailsp RE End User Quick Setup Guide Sep 21 15 Match My Email User Manual Version 2 7 3 84 Match My Email The Apply To field will default to 1 selected message or the appropriate number of selected message
10. or any by clicking a button and click Save See Section 4 7 1 page 15 for explanation of just address versus entire message by address ignore types Ignore List Entry K Address to Ignore Ignore Type entire message by address e entire message by address just address CANCEL Direction of Address Once an address is in the list users can click Delete to remove an address thus directing MME NOT to ignore it when processing However previously Ignored emails will not be automatically Reprocessed and must be reprocessed manually Clicking Modify will open a the Ignore List Entry pop up box shown below in which a user can designate the direction of the address meaning to ignore the address if they are the sender of a message the recipient of a message or to ignore in any instance 29 Match My Email User Manual Version 2 7 3 84 Match My Email Settings Page 7 1 Salesforce Integration web tab Here one finds details of the integration set up with Salesforce The default Access Type is Remote Access OAuth which once set up enables continual authentication even when the Salesforce password changes Salesforce integration can be disabled here Matching Rules can also be disabled This is usually handled during set up though can be changed One may want to disable matching for an object if it is not used by an organization The Other Services section contains the ability to enabl
11. Holewir RE Salesforce is in NYC Oct 19th save the date User Gail McGlamery Account MatchMyEmail When emails are matched MME will identify the type of Salesforce object to which it is matched In addition to the default Type filtering option of All a user can choose to filter emails to view all those matched with Accounts Cases Contacts Leads Opportunities and Users Clicking the Refresh button will apply these choices and display appropriate emails gt 13 Match My Email User Manual Version 2 7 3 Home Chatter Campaigns Email Search for sender Search in subject Search in content Match all Search Scope 7 subject V SEARCH Match State All Excluding Ignore IGNORE REMOVE REPROCES From Gail McGlamery Gail McGlamery E Gail McGlamery E Gail McGlamery E Gail McGlamery Leads Accounts Contacts Opportunities Contracts Cases Group by All period v bd 2 bd bd body V attachment v Messages 1 to 50 of 10 CLEAR SEA N sw Subject Opportunities Users Simone Duncan Simone Duncan RE Salesforce is in NYC Oct 19th save the date Accepted GoToMeeting Invitation Match My Email troul RE Voicemail received from 312 878 1176 0 29s 84 Match My Email Products Reports Email Messages 9 Aug 28 2012 Sep 21 2012 9 gt gt Date 3 Paul Sterne
12. Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date Sep 20 Sep 20 Sep 20 Match My Email RSS of Current View Pages 1 2 3 for gaimesiamerveomai conf eres Type Matches Paul Sterne Gail McGlamery Contact User Simone Duncan Gail McGlamery MatchMyEmail Contact User Account Simone Duncan Gail McGlamery MatchMyEmail Contact User Account Simone Duncan Paul Sterne Gail McGlamery MatchMyEmail Simone Duncan Gail McGlamery MatchMyEmail Contact User Account Contact Paul Sterne User Account The third drop down field in the Filter Options ribbon allows filtering based on the name of the matched object i e the name of the Lead Contact Account etc The default option is All Matches As the user clicks on the drop down box arrow the list of matched objects to choose from for filtering is displayed with the number of matches indicated in parentheses Again by clicking the Refresh button after filtering options are made the Email Viewer will show relevant emails Home Chatter Campaigns MY Email Search for sender Search in subject Search in content Match all Search Scope SEARCH CLEAR Leads subject V body PX attachment Accounts Contacts Opportunities Contracts Cases 9 v Group by All period b bd Aug 28 2012
13. body M attachment r ase SEARCH CLEAR SEARCH FILTER f Contact Match State All Excluding Ignore v Type All Al La Lead Settings j Opportunity IGNORE REMOVE REPROCESS SAVE FA cc t Na E Ema From To z Type Matches J Michael Norse demosale demo matchmy show No Match Titl R T Jane McHen Tom Salesman Jane McHenry Y Tom Salesman snow Rockefeller Estate Tom Salesman David Smith isti i David Smith Select and match to an existing object Reprocess vi Tom Salesman Ok el Account Bedford Horse Farm Contact Dan Staplemaster Tom Salesman Dan Stablemaster j P A Opportunity Hurricane Sandy Repair User Tom Salesman Lead Jane McHen Jane McHenry Tom Salesman Temporary Fence Needed 02 07 AM 3K di User Tom Salesman Account Rockefeller Estate David Smith Tom Salesman Toppled Picket Fence 01 33 AM 3K Contact David Smith Maggie Jones User Tom Salesman Harrison Dodge demosale demo matchmyem Interest in a New Fence 01 21 AM 3K No Match Clicking the Envelope button in the lower left corner will open another pop up with the contents ofthe email providing a convenient reference for populating the object fields Select text in the email then click on it and drag it to the appropriate field to save time Fields marked with a are required When complete click OK button MY From Michael Norse lt mnorse demo matchmyemail com gt Create and match to a new object To lt demosale dem
14. filtering and acting on those emails Below the components of this web tab are described in detail 4 Email Messages WEISE Ze Opportunities Contracts Cases Products Repo Home Chatter Campaigns Leads Accounts Contacts Email Search for sender ad Group by Custom Search in subject bd _ Search in content 27 Custom date range 2012 09 20 E to 2012 09 20 Browse RSS of Current View Match all lt lt Sep 13 2012 Sep 20 2012 gt gt Search Scope V subject V body W attachment SEARCH CLEAR SEARCH FILTER Messages 1 to 24 of 24 Match State All Excluding Ignore Type All x All Matches for email address here REFRESH Settings IGNORE REMOVE REPROCESS SAVE From To Subject Date Size Type Matches Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s 01 43 PM 22K User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor Holewi RE Salesforce is in NYC Oct 19th save the date 10 40 AM 33K User Gail McGlamery Account MatchMyEmail The Email Messages web tab will provide a list of emails uploaded into Salesforce For View a user can choose All Email Messages or My Email Messages and click Go button Leads Accounts Contacts Opportunities Contracts Cases Products Reports BayFugi te Match My Email
15. if significant reprocessing is desired to check API call usage in Salesforce and or do smaller groups of emails such as 50 to 100 instead of choosing all emails in cloud which could be in hundreds or thousands Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 18 84 Match My Email MY Email Search for sender Please wait Done Search in subject Search in content Reprocessing message 2606389 with match status match is Match all Reprocessing message 2606387 with match status match Search Scope Reprocessing message 2605144 with match status match 7 subject W body W attad Reprocessing message 2604326 with match status match SEARCH CLEAR SEARCH FILTER Reprocessing message 2585462 with match status match Reprocessing message 2584213 with match status match Reprocessing message 2583456 with match status match Reprocessing message 2583459 with match status match Reprocessing message 2583453 with match status match IGNORE REMOVE REPROCESS SAVE Reprocessing message 2583056 with match status match Reprocessing message 2582679 with match status match Match State All Excluding Ignore Type All From Reprocessing message 2580705 with match status no_match Gail McGlamery ovidiu mail Reprocessing message 2579159 with match status a no_match Reprocessing message 2579158 with match status Gail McGlamery ovidiu mail no_match 2 Reprocessing message 2578680 with
16. in NYC Oct 19th save the date Sep 20 Products Reports Email Messages RSS of Current View Settings Size Type Matches 3K No Match 4K No Match Contact Simone Duncan Paul Sterne Lead Ovidiu Bivolaru 52K k User Gail McGlamery Account MatchMyEmail 3K Contact Paul Sterne User Gail McGlamery 17K Lead Ovidiu Bivolaru User Gail McGlamery 33K Contact Paul Sterne User Gail McGlamery Contact Simone Duncan After reprocessing is complete a pop up window will indicate how many messages were processed and direct the user to refresh the page Click the Close button to exit the pop up window Home Chatter Campaigns Leads Accounts Contacts Opportunities MY Email Search for sender Please wait Search in subject Done Search in content Match all 9 Search Scope Please refresh page v subject V body WV att SEARCH CLEAR SEARCH FILTE Match State All Excluding Ignore Type All IGNORE REMOVE REPROCESS SAVE From To J Gail McGlamerv tholewinski hotmail cam 4 7 2 Delete Command All Matches mercy rahe status Contracts Cases CLOSE Reprocessing message 2407689 with match status no_match Reprocessing message 2402672 with match status no_match 2 gt gt Processed 2 message s for gailmcglamery gmail com REFRESH Subject Date 08 22 PM Products Reports Email Messages RSS of Current Vi
17. in Salesforce for a particular record then clicking either Show More or Show Filters will open a view of the Email Messages web tab with emails pertaining only to the searched object This allows users to perform a bulk delete on a focused list of Email Messages Match My Email User Manual Version 2 7 3 84 Match My Email 3 Getting Around in MME The black MME Menu Ribbon is visible when a user logs in to MME either within the Salesforce environment or in an independent browser window at www matchmyemail com It aids in navigating through several pages Email Import Ignore Settings that allow the user to view and make decisions about emails make use of settings for privacy and set up and adjust import and authentication settings MY On Email Page one finds e Email Viewer showing a table of emails in the MME cloud e Indications of whether an email was matched and if so how e Emails with status No Match e Ability to Reprocess emails e Ability to add email addresses to Ignore list e Ability to search through emails in cloud e Ability to delete emails from cloud and permanently delete them from Salesforce On Import Page one finds e IMAP import settings e Ability to select folders e Ability to start next import manually On Ignore Page one finds e Personal Ignore List of email addresses e Domain Ignore List of email addresses e Ability to add email addresses to or remove them from Ignore List On Se
18. match status no_matc Reprocessing message 2573180 with match status Gail McGlamery Simone Dun no_match Reprocessing message 2568253 with match status match Reprocessing message 2563902 with match status Gail McGlame mail No_matc y Sadana Reprocessing message 2562890 with match status no_matc Reprocessing message 2560138 with match status match Gail McGlamery 2 ovidiu n Reprocessing message 2553246 with match status match D12 gt gt F47 il com REFRESH Date 01 42 PM 01 37 PM 01 31 PM 12 34 PM 12 03 PM Size 6K 3K 4K 7K 4K RSS of Current View Type Matches Lead Ovidiu Bivolaru User Gail McGlamery Lead Ovidiu Bivolaru User Gail McGlamery Contact Simone Duncan User Gail McGlamery Account MatchMyEmail Lead Ovidiu Bivolaru User Gail McGlamery Contact Simone Duncan Lead Ovidiu Bivolaru User Gail McGlamery Account MatchMyEmail Cantart Gimana Mi nran Settings The Reprocess command can also be enabled through the pop up dialogue box that occurs when a user scrolls his or her mouse over the Type Matches cell related to a specific email in the column of the Email Viewer closest to the right edge of the screen By clicking on the Reprocess button in the Pop Up that specific email will be reprocessed After the reprocessing is complete the user will be prompted to Refresh the screen to show the new State ofthe email This is further described in Se
19. ESH Match State All Excluding Ignore v Type All All Matches gt for All IGNORE REMOVE REPROCESS SAVE From To Subject J Michael Norse demosale demo matchmyem Artisanal Fences Tom Salesman Jane McHenry Re Temporary Fence Needed Tom Salesman David Smith Re Toppled Picket Fence Tom Salesman Dan Stablemaster Jane McHenry Tom Salesman Temporary Fence Needed David Smith Tom Salesman Toppled Picket Fence Harrison Dodge demosale demo matchmyem Interest in a New Fence 4 11 4 Undoing a Match Re Hurricane Sandy Fence Damage Match details Lead Michael Norse Processed on 04 37 PM Match reason Created and matched manually by John Executive Unmatch Date RSS of Current View Settings Size Type Matches 04 01 PM 2K Lead Michael Norse e McHenry Salesman kefeller Estate id Smith Salesman ford Horse Farm 2 Staplemaster Opportunity Hurricane Sandy Repair User Tom Salesman Match Reprocess Lead Jane McHenry 02 07 AM 3K User Tom Salesman Account Rockefeller Estate 01 33 AM 3K Contact David Smith Maggie Jones User Tom Salesman 01 21 AM 3K A user is able to undo a Match by clicking the Unmatch button This will result in the email being unlinked to the Salesforce file object A pop up window will ask for confirmation of this step before performing the action If a mistake is made the user can go through the steps above for making a Manual Match to r
20. TReegn ee 33 10 1 ONE areas en ee ee 33 10 2 Salesforce Limits amp MME Operations 2 220000222400000nnnnnnnennnnnnnnnnnennnne nn 33 11 Master Services Agreement u u00u20n2au0nann0nanunnnnunnnnunnnnunnnnnnnnen 34 11 1 Contact Match My Email support for a PDF ofthe Master Services Agreement or click on http www matchmyemail com legal u00244400020nnn nennen nennen nennen nenne ennnnnnnenn 34 Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 4 84 Match My Email 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 3865 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 MME s goal is to make email syncing as seamless and automatic as possible while creating a 100 complete and accurate email log inside of Salesforce com Its goal is to do all the work associated with email syncing for the end user Time studies show that MME saves the average user 100 hours of manual la
21. and 100 complete and accurate Because MME is always on all email communications are logged to Salesforce com in a timely manner Due to MultiMatch the end user can be 100 confident that all email communications are displayed in every Salesforce com object that he or she opens and views e Reprocessing The MME cloud can be viewed as quarantine Imported email is held in the MME cloud for 45 days By putting imported email in a holding bin MME can guarantee that no viruses spam malware junk mail personal emails or confidential content can ever get uploaded into Salesforce com While in quarantine MME reprocesses the email that is in a No Match state every twenty minutes looking for new email address matches in Salesforce com Ifa new match is found the email is uploaded to the new object in Salesforce com This solves the early bird email issue an email arriving before an object has been created in Salesforce com Early bird emails are automatically uploaded to a new Salesforce com object shortly after it is created by the user e Privacy Controls Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 6 84 Match My Email The MME cloud maintains privacy and confidentiality at three levels During email import the end user has full control over which email folders are designated to sync with Salesforce com Within the MME cloud there is the Ignore command that acts like a black list
22. and blocks the processing of emails containing specified email addresses Within Salesforce com MME complies with all Salesforce com sharing and profiling rules and entitlements e Reactive Controls Sometimes an end user will want to change the email log after it has been uploaded into the MME cloud or Salesforce com MME provides reactive controls for that purpose Users can Delete Manually Match and Unmatch emails e Platform Independent Since no software or plug ins is needed MME is platform independent It works on the email server or service connected any device like iPad PC MAC smartphone or tablet and any email client like Outlook Gmail etc All an end user needs to use the system to work is a username and password 7 Match My Email User Manual Version 2 7 3 84 Match My Email 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 SFDC click gt Customize My Tabs gt move these two to available tabs Clicking the Match My Email web tab will open the MME screen for login Once logged in the default view is the Email Page or cloud view containing a table of emails matching status and a number of options for searching
23. bor per year The service is designed to be 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 including password authentication MME allows the user to focus on his or her work not email syncing and logging and get the most value out of the organization s technology investment 1 1 Design Goals The design objective of MME is to put all customer email communications into the right object s in Salesforce com with no user activity required e Fully Automatic In contrast to other solutions MME is fully automatic It imports emails and their attachments from an end user s email account s processes the email in the MME cloud and then uploads matched emails to Salesforce com objects MME analyzes email headers looking for email addresses in the TO FROM CC and BCC lines and matches those emails addresses to email address fields extracted from Salesforce com objects such as Leads Contacts Accounts Opportunities Person Accounts and Cases When an email address in an email matches an email address field in Salesforce com MME declares a Match state and uploads the email and its attachments to the relevant object s in Salesforce com e MultiMatch MultiMatch is a game changing technology that syncs an email address contained in an email to every object in Salesforce com with the same email addr
24. ction 4 11 below W Gail McGlamery Ms M possibly of interest Gail McGlamery Simone Duncan Status Change to Email Blast Gail McGlamery Simone Duncan Status Change to Email Blast Gail McGlamery Simone Duncan duplication maybe Match details No Match Oct 05 Processed on Oct 05 Contact Simone Duncan U 7K User Gail McGlamery Oct 05 Account MatchMyEmail 5K No Match mone Duncan Paul Sterne ail McGlamery atchMyEmail mone Duncan Paul Sterne ail McGlamery atchMyEmail The reprocess command can be used in conjunction with filtering options to help clean up the Email List For example use the filtering options and Refresh to show in the Email List only emails of a particular type that need reprocessing Command and apply to all emails 4 7 4 Save Command Troubleshooting Then use the Reprocess 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 19 Match My Email User Manual Version 2 7 3 84 Match My Email 4 8 Email Check Boxes Check Boxes next to individual emails are used to sp
25. cular state click the Refresh button to view the desired emails in descending chronological order Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages WEISEN TZEIETE Email Search for sender ee Search in subject bd Group by All period Search in content 2 RSS of Current View Aug 28 2012 Sep 21 2012 Match all 9 Pages 1 2 3 Search Scope gt gt A subject M body M attachment Messages 1 to 50 of 109 SEARCH CLEAR SEARCH FILTER IGNORE EAST Tee Ambiguous Match State All Excluding Ignore ype All All Matches for ssimetonerveumai conf rr All Error Subject Date Size Type Matches Ignore gt Match ae Gail McG RE Salesforce is in NYC Oct 19th save the date Sep 20 33K No Match j User Gail McGlamery Contact Paul Sterne Contact Simone Duncan Gail McGlamery Simone Duncan Accepted GoToMeeting Invitation Match My Email troul Sep 20 User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s Sep 20 User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor Holewir RE Salesforce is in NYC Oct 19th save the date 4 User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne Gail McGlamery 3 Paul Sterne Trevor
26. ddress and check box for Login with Google Account These Google related sub tabs are optional The Domains and Users webtab will not appear for End Users Only Account Owners and Domain Admins have this tab for domain s management For detailed information about Domains amp Users refer to MME Set up Guides Copyright 2013 RAE Internet Inc doa Mailspect Inc and Match My Email 30 84 Match My Email MME Special Features 8 1 Multiple or Secondary Email Address Matching to a Single Contact 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 and not Leads If you do not see the related list available please contact support almatchmyemail com 8 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 for matching and uploading into Salesf
27. e 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 Mon 14 Mar 2011 15 33 27 0400 Show Headers Show Source From Mailspect lt info mailspect com To s acts nu lt sJ acts hu gt key raeinternet com lt key raeinternet com gt Subject Mailspect License Key Message text pla n quoted printable 1K Show Headers H de Message Attached is your Mailspect license key To install the key with MPP Manager click on INSTALL KEY on the front page of hrrp L YOUR_HOST_NAME 20001 To copy manually simply place the key in usr local MPP and restart mppd with mppd r Quick Install Guides can be found at http wiki mailspect com http mailspect com esupport These support libraries contain valuable information on configuring updating and maintaining Mailspect If you need any help including real time installation or configuration assistance via web conference or SKYPE please Contact Mailspect support mailspect com 1 e 1 877 302 2027 US Canada 1 914 712 9050 International Attachment key txt application octet stream base64 1K Show Headers Show Attachment PRINT MESSAGE Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 20 84 Match My Email 4 11 Type Matches amp Match Detail pop up commands The Type Matches column sho
28. e services such as Google Docs uploads and Email to Case Information pertaining to these options can be found in Set Up Guides at http www matchmyemail com support Once acted upon during MME set up these setting are rarely changed For assistance with Settings contact support matchmyemail com Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Settings Salesforce Integration Google Docs Integration Google Mail Integration Domains amp Users Salesforce Account Access Type Remote Access OAuth Salesforce username gailmcglamery gmail com Sandbox Disabled Change Account Status Enabled x Associated domains Matching Rules Match Contacts nabled x nabled x E E Match Users Enabled E E E Match Leads nabled x nabled x nabled x Match Accounts Match Opportunities Match Cases 7 2 Google Docs Integration Google Mail Integration Domains amp Users web tabs The remaining webtabs in Settings are for users with specific needs and are configured during set up Support staff can assist In general Google Docs Integration combined with enabling Google Docs uploads will send copies of email attachments to a user s Google Docs account When access to a Gmail account is granted via Google Mail Integration a user need not enter their email password and can login to MME using email a
29. e to dedic port 993 User GQ a mail com Password eeeeeeseseseseseseseseesese REFRESH FOLDERS Import folders Selected Selected folders Available folders o MME Gmail Sent Mail Message date is on or after yesterday Message size is less than 5 Mb Status Autorun my import by schedule SAVE START IMPORT MANUALLY ff CANCEL 5 3 Adding New Email Imports To add new users See Chapter 7 Domains amp Users MY Import Enable Disable Delete 0 selected Name Source Status From GMAIL imap gmail com 9 2010 2012 RAE Internet Inc MatchMyEmail 2 4 0 27 Match My Email User Manual Version 2 7 3 84 Match My Email By clicking on New users can add email addresses from which to import On the next screen shown in screenshot below the user will be prompted for an Import Name This name is at user discretion 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 matchmyemail com support or by contacting MME staff at support matchmyemail com Cg https matchmyemail com impo mt m palp MY Import gt New Import name Import from Google Mail account v GRANT ACCESS
30. ecify which email should be affected by a Command Note that at the top left hand corner of the Email Viewer 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 4 6 or in the black Menu Ribbon under Profile 4 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 user can change the order of viewed emails by alphabetical date or by size Clicking on the column header From To etc once will sort the column Clicking on a column header a second time will sort it in the opposite order For example one click will sort size from smallest to largest and the second click from largest to smallest An arrow will appear to help indicate the direction of the sort 4 10 Email List and Drilldown Details regarding the email being processed are shown in the Email List Sender Receiver Subject Date and Size By clicking on Sender name Recipient name or Subject within the Email Viewer the user can open the underlying email that is stored in the Match My Email database This opens a pop up window which contains the email and its attachments Inside the pop up window the user can enact the following e Show Headers enables the user to view the Header details e Show Source enables the user to view th
31. ecreate the link for the email to the Salesforce file object Home Chatter Campaigns Leads Accounts Contacts Opportunities Email MY Search for sender Search in subject Sse Search in content Match all v subject V body W attachment CLEAR SEARCH FILTER Search Scope SEARCH Match State All Excluding Ignore Type All All Mar IGNORE REMOVE REPROCESS SAVE gt object from a From To Gail McGlamery 3 Simone Duncan Paul Sterne a Gail McGlamery Paul Sterne Gail McGlamery 2 Vivian Deng ovidiu mailspe RE End Gail McGlamery Paul Sterne Contracts Cases Group by 7 Days message Processed on Products Reports Email Messages w lt lt Sep 17 2012 Sep 24 2012 gt gt Messages 1 to 15 of 15 Unmatch x Are you sure you want to unmatch an Contact Simone Duncan 03 31 AM gag Matched by email address sduncan mailspect com RE Salesforce is in NYC Oct 19th save the date ee RSS of Current View Settings Date Size Type Matches Match Reprocess Contact Paul Sterne User Gail McGlamery Sep 20 33K Bulk Unmatch is available as a feature in the Email Messages related list One can check boxes 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 object
32. ee Section for information on domain wide ignores It is necessary to reprocess messages once an address has been added to the Ignore list This can be done using the Match Detail pop up commands described in 4 11 or in batches using the check boxes and Reprocess Command button described in 4 7 3 Copyright 2013 RAE Internet Inc doa Mailspect Inc and Match My Email 16 84 Match My Email Home Chatter Campaigns Leads Accounts Contacts Opportunities MY Email Search for sender Search in subject Sse Search in content Match all 9 W subject V body W attachment SEARCH CLEAR SEARCH FILTER Search Scope Match State All Excluding Ignore Type All IGNORE REMOVE REPROCESS SAVE SE All Matches Contracts Cases Group by 7 Days lt lt Sep 16 2012 Sep 23 2012 gt gt Messages 1 to 22 of 22 for gailmcglamery gmail com REFRESH Apply to 2 selected message s gt Subject Date 7 Gail McGlamery 2 selected message s nfircy robe status 08 22 PM APPLY all 22 messages Gail McGlamery n rcy robes product update Sep 22 Gail McGlamery 3 Simone Duncan Paul Stern Kabbage Sep 21 Gail McGlamery Paul Sterne RE New Ticket IHHT 585136 Salesforce Users Sep 21 E Gail McGlamery 2 Vivian Deng ovidiu mailsp RE End User Quick Setup Guide Sep 21 Gail McGlamery Paul Sterne RE Salesforce is
33. ess MultiMatch ensures that the email record or log in Salesforce com is 100 complete and accurate Match My Email User Manual Version 2 7 3 84 Match My Email e Set Up and Forget MME is a cloud connector It integrates data from the email cloud with the Salesforce com cloud For MME to work it requires three sets of credentials i e usernames and passwords to the a email cloud b MME cloud and c Salesforce com cloud MME contains an authentication layer that authenticates these usernames and passwords only once and then maintains communication between the email cloud MME cloud and Salesforce com using open standards after the initial set up MME s authentication layer is based on open authentication or OAuth and IMAP e Always On MME is on 24 7 365 days per year It syncs your email in the cloud not at the laptop desktop or mobile device level so it is always on and working whether you are logged into your email account or not e Drudgery Free Time studies have shown that the end user of a manual email syncing tool will click his or her mouse 25 000 per year to log email to Salesforce com Semi manual solutions require the end user to frequently log into a screen and resolve ambiguous and junk emails MME saves the average user 100 hours of manual unproductive labor per year e Zero Mistakes or Omissions Neither manual nor semi automatic tools can guarantee that the email log in Salesforce com IS up to date
34. ew Settings Size Type Matches 3K Ma Matrh The Delete command allows users to delete an email from the MME cloud and ultimately Salesforce if that is desired but should be used judiciously Typically a user will click the Check Box next to the messages desired for removal Clicking the Delete command button opens a 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 17 Match My Email User Manual Version 2 7 3 84 Match My Email 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 ifthe box is checked then the email will be deleted from the Email List AND the email and all related links will be deleted from Salesforce In doing so it is important to remember that once deleted emails cannot be uploaded again into Salesforce MY Email Search for sender bd Grou Search in subject bad Apr 13 Search in content bd SEARCH CLEAR SEARCH FILTER Messag Match State All Excluding Ignore Type All l All Matches for IGNORE DELETE YW REPROCESS SAVE Y Apply to 1 selected message s i Re Ellsworth Delete also V uploaded data Re Rental Ag
35. gt SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore x Type All All Matches for gailmeglamery gmail com REFRESH Settings 4 9 Sorting 4 11 Type Matches To Subject Datet Size Type Matches Contact Paul Sterne Gail McGlamery Paul Sterne RE Salesforce is in NYC Oct 19th save the date B User Gail McGlamery Contact Simone Duncan User Gail McGlamery Account MatchMyEmail Gail McGlamery Simone Duncan Accepted GoToMeeting Invitation Match My Email trou 04 11 PM Contact Simone Duncan Gail McGlamery Simone Duncan RE Voicemail received from 312 878 1176 0 29s 01 43 PM User Gail McGlamery Account MatchMyEmail Contact Simone Duncan Paul Sterne User Gail McGlamery Account MatchMyEmail Gail McGlamery 3 Paul Sterne Trevor Holewit RE Salesforce is in NYC Oct 19th save the date Contact Simone Duncan Paul Sterne User Gail McGlamery Account MatchMyEmail gt Gail McGlamery 3 Paul Sterne Trevor Holewit RE Salesforce is in NYC Oct 19th save the date 4 1 Search Options Users can enter keywords phrases or symbols in the sender subject or content of emails boxes Pattern matching allows you to use _ to match any single character and to match an arbitrary number of characters including zero characters To match exactly or characters escape them as _ The check boxes allow the user to choose what part of t
36. h My Email Using the Import Folders dropdown field the user can change the logic used for importing from Selected the default option to All Except Selected If this reverse logic is used then all folders should be moved to Selected Folders window EXCEPT the folders from which emails need to be uploaded There may be situations where this reverse logic is helpful Whichever logic is used it is vital that folders such as Draft Trash Junk etc are NOT selected for importing Contact support almatchmyemail com for assistance Please note that with IMAP protocol it is important to set up the email account to leave emails on the server and not remove them for at least 24 hours If promptly removed MME is unable to download and process them for matches 5 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 inthe background After clicking the button the user can observe progress in the window in lower portion of screen Wait until Done is noted at end of code scrolling down may be required before proceeding MY Import gt From GMAIL Import name From GMAIL Import from Other IMAP server IMAP server host imap gmail com Connection Secur
37. he email message is searched the subject field email body or attachments The Clear Search Filter button will clear all fields and make it easy to begin a new search Mouseover the question marks for guidance in how to fill in these fields 11 Match My Email User Manual Version 2 7 3 84 Match My Email lt takes 2 3 hours for new emails to be indexed and for searches to be possible Thus after initial set up and importing one must wait a few hours before being able to use Search 4 2 Time Period Selector Time Periods are set through the dropdown menu 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 Group by 7 Days 24 Hours lt lt Sep 13 20 Daik 2012 gt gt Days Message 14 Days 24 All period Custom 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 In the example below 2012 09 20 is September 20 2012 Group by Custo Custom date range 2012 09 20 to 2012 09 20 E BROWSE lt lt Sep 13 2012 Sep 20 2012 gt gt Messages 1 to 24 of 24 Clicking on the Calendar icon to the right of the date fields opens a calendar dropdown in which the user can select a date by toggling back and forward through the cale
38. luding IMAP server and folder selection can be viewed and or modified MY Import gt From GMAIL Import name From GMAIL Import from Other IMAP server v IMAP server host imap gmail com Connection Secure to dedicz port 993 User ME C gmail com Password ssssssssssooooooooooooooooo REFRESH FOLDERS Import folders Selected Selected folders Available folders MME Gmail Sent Mail Message date is on or after yesterday Message size is less than 5 Mb Status Autorun my import by schedule SAVE 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 In order to capture relevant ingoing and outgoing emails the Import Folders field should be set to Selected and Inbox and Sent folders should be selected If a filter or rule puts emails in specific subfolders when received then that folder should be selected with or instead of the Inbox Again the desire is to select folders where relevant emails pertaining to SF operations will be received as well as sent Copyright 2013 RAE Internet Inc doa Mailspect Inc and Match My Email 26 84 Matc
39. na een een Lil Design Goals nenne rennen 2 Match My Email Web Tabs in Salesforce uu 2uus0 20000n0nnnn0nnnen 3 Getting Around in MME 222022200 220002000n00nan0nanunanun nun nnnnnnnun nenn 4 EMail eS E A A E E E 4 1 CACA OPIONS oreraa araa EENE EEEE Ei 4 2 Time Period Selector eserisssirinsnrneniacoiisnciinc enisi ia Aea 2 UU Fata drcmcades ung castes E An ACS ee nee ae E Eee 1 5 FOTODIOD eee een E ee ee ee 4 0 CUS een 4 7 Commands lIgnore Delete Reprocess Save cccccccccsececeeeeeseeeeeeneeeeees 4 7 1 Ignore Command cccccccccseeeceeceeeeeeeeeeaeeeceeeceeeeceeesaeeeeeeesseaeeeeeeaas 4 7 2 Delete Command uu0002200000nnnnnnnennnnnnnnennnnnnnnen nennen nennen 4 7 3 Reprocess Command ccccccceseeeeeeceeeeeceeeeaeeeceeeeseeeeeeeesaeeeeeeeaas 4 7 4 Save Command Troubleshooting cccccccseeeeeeeeeeeeeeeeeseeeeeeeeaes 4 8 Email Check BOX S vvscncecicscctin ssiendesvanesessunsninsavenchsnertsunnsothadsssecieverseebeexceeaisedenses 41 9 SONNE ee een en nen 4 10 Email List and Drilldown 2uuss20ssenennnennennnennnnnnnnnnnnnnnennnn nennen nnennn nn 4 11 Type Matches amp Match Detail pop up commands s444sssnne nenn MW Aa ls ONCE ENR aeee EBENEN EINER EUREENNEEREEEUDENBENLEREUFERESERCLEOENDERENNERE 4 11 2 Manual Matching cccccccseececseeeeeeeeeeeeeeeneeeeeeeeeeseeeeseaeeeseeeeaneeesae
40. ndar Once the data range is selected the user clicks on the Browse button to show the messages in the selected date range 4 3 RSS Chatter RSS and Chatter Feeds are enabled by clicking on the RSS button after the user has configured the Email Viewer to the desired MME View Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 12 84 Match My Email 4 4 Pages The page to be viewed is selected by clicking on the page number Ifthere are not enough messages in the system to require multiple pages of emails for viewing this area will be blank on the screen 4 5 Filter Options The Email Cloud Views are selected and displayed using the Filter Options the top grey ribbon above the table of emails Emails can be sorted and viewed according to a rich variety of options for the Match State the Type of Salesforce object and Association by using the drop down menus and clicking the Refresh button This overrides any limits on date in the Time Period Selector MME categorizes imported emails by their Match State for example No Match Ignore or match made with type of SFDC object and other information indicated all in the Type Matches column at far right The default viewing state will be shown as All excluding Ignore but a user can choose All emails or view emails of a particular state including Ignore No Match or Reprocess After selecting a parti
41. o matchmyemail com gt Subject Artisanal Fences f Ti Date 2013 01 11 16 01 gar w 6 To whom it may concern First Name Phone Iam intrigued by the idea of an artisanal fence in English fashion Michael 410 223 2245 surrounding my property ud pe ann I live in Virginia Do you travel that far ame ma a BER Norse se demo matchmyemail com Yours sincerely woe Pe ale Co ipany Website Michael Norse war Blue Ridge Breeding at Blue Ridge Breeding et ester Viina PE S ia 4102232245 Br Title gt Select and match to an existing object Ok Cancel i Opportunity Hurricane Sandy Repair User Tom Salesman Lead Jane McHenry User Tom Salesman 02 07 AM 3K Account Rockefeller Estate 01 33 AM 3K Contact David Smith Maggie Jones User Tom Salesman Ms 01 21 AM 3K No Matc The message will immediately be matched and show details in the Type Matches column as shown below Hovering over the match information brings up the Match details pop up box noting the match reason Clicking the green linked Lead Name in the pop up box will jump to the Lead page in Salesforce 225 Match My Email User Manual Version 2 7 3 Email MY Search for sender Search in subject Sse Search in content Group by All period Nov 29 2011 Jan 11 2013 Match all gt amp subject M body M attachment SEARCH CLEAR SEARCH FILTER Search Scope Messages 1 to 15 of 15 84 Match My Email REFR
42. or assistance Please visit http wiki matchmyemail com index php Main Page for more frequently asked questions and answers Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 32 84 Match My Email 10 Limitations 10 1 10 2 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 User account seat into the Match My Email cloud 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 If attachment exceeds 5MB it is replaced with link to 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 Legacy Imports Limits 200 legacy emails can be processed at a time and processing can occur three times each day for a total of 600 messages a day or 18 000 messages in a month Legacy importing must be set up in coordination with MME support staff Salesforce Limi
43. orce This Legacy Importing is a free service available to MME subscribers only Users should contact support almatchmyemail com to ask for assistance 31 Match My Email User Manual Version 2 7 3 84 Match My Email 9 Troubleshooting 9 1 Error Message API_DISABLED_FOR_ORG This error message occurs when a Salesforce Professional Edition user attempts to connect to Salesforce com without first properly upgrading or configuring his or her Salesforce account Contact MME support for assistance 9 2 Using Microsoft Internet Explorer Web Tab log in is unresponsive Internet Explorer users should update Security settings before starting MatchMyEmail set Up Go to Internet Options gt Security tab gt Trusted sites gt Sites Type in https matchmyemail com in Add this website to the zone field Hit Add gt Corresponding entry should appear in a list Websites Hit Close Go to Privacy tab gt Sites Type in matchmyemail com in Address of website field Hit Allow gt Corresponding entry should appear in a list Managed websites Hit Ok gt Ok 9 3 My Outgoing Email is not being logged MME is using IMAP protocol to retrieve a copy of incoming outgoing messages It s very likely that Sent folder is not part of selected folders in Import settings or email client is not saving a copy of sent message into Sent folder from server please check your email account options Contact MME support f
44. reement Re Custom turned stair RE Can vnn nrndiirea ctai 4 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 with a match state will need to be manually reprocessed The user can choose to individually reprocess emails by clicking the Check Box to the left of emails desired and selecting the drop down arrow on the Reprocess button The choice will be to reprocess the number of emails selected Click Apply to execute the reprocess Once Done is indicated in window click Refresh A user can also reprocess all emails in Email Viewer by going straight to the Reprocess button and clicking the drop down arrow In the command box for Apply To use the drop down to select the option for all emails Click Apply Another window will pop up that reads Please Wait and will indicate emails are being reprocessed It is important to wait until the Done appears at the top as shown in the below screenshot before the user clicks the Close button It is important to understand that reprocessing uses API calls in addition to those used for normal processing Thus it may be advisable
45. s 4 11 3 Create and Match a New Salesforce com Object AW As Undoinga Malch ene 4 11 5 HEDIOCESSIN se anne een 4 11 6 Reassigning Ignored Messages 44444004nn nenn nnnnnnn nn nnnnnnnnn 5 IMPON AGC ana eE T ESEE 5 1 Email Folder Structure amp Selecting for IMpoOrt cccccccecseseeeeeeaeeeeeeeaeeees S2 Srl impon ManlalVenrsessreene een 3 3 Adding New Email Imborsau sseen ee 6 Ignore Page amp Personal Ignore List cscceeseesseeeeeeeeeeeeeeeees 7 SELLINGS PAGE eriein EEEN a9 Match My Email User Manual Version 2 7 3 84 Match My Email 7 1 Salesforce Integration web tab usss222200ss0nennnnnennnnnnenonnnnnnnnnnnnnnnnnnnnnnnnennnen 30 7 2 Google Docs Integration Google Mail Integration Domains amp Users web tabs 30 8 MME Special Features nennen ers 31 8 1 Multiple or Secondary Email Address Matching to a Single Contact 31 8 2 Importing Legacy Email user een ee 31 9 TLFOUDIESNOO LUNG ssc os cscs nisse cases ernennen han mare Kern ness seocecatseesteeueceneneeee 32 9 1 Error Message API_DISABLED_FOR_ORG 2220022nssennnnennnnnnennenennn 32 9 2 Using Microsoft Internet Explorer Web Tab log in is unresponsive 32 9 3 My Outgoing Email is not being logged 2 2u002220022n00onnnnennnnnnnnnenennnn 32 10 EI aAUONS cnie aaa ana aan BEER EEE EHE en
46. s Also performing an unmatch in Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email DA 84 Match My Email 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 Email Messages Action From Subject Date Direction Edit De Ovidiu Bivolaru test 2 28 2013 Recipient Edit De Ovidiu Bivolaru test 2 28 2013 Recipient Edit Del Ovidiu Bivolaru testing 123 2 13 2013 Recipient Edit Del Ovidiu Bivolaru test 2 13 2013 Recipient Unmatching can be reversed by finding the emails in the cloud and reprocessing them To do this one would mouseover the match status and click Reprocess button in pop up window The emails would again be matched to all relevant Salesforce objects 4 11 5 Reprocessing If the Type Matches column displays Reprocess as the Match State for an email message it may indicate that there is a disruption in the authentication of Salesforce credentials to MME It may also indicate a max out on the number of API calls needed to process emails between MME and Salesforce If the system does not address these messages within 24 hours contact MME support staff for assistance Though MME reprocesses No Match emails every 20 minutes it is also possible to manually force the system to reprocess a specific message by clicking the Reprocess button in the Match Details pop up box In the ca
47. s based on how many boxes are checked The Ignore type field has two options e just address means that processing of the email message will be ignored for just this address 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 For this reason the Match State in the Type Matches column may be No Match or show match information If all email addresses in header of an email message are on the Ignore List as just address then the system will report a status of Ignore e entire message by address means that when this email is in the 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 Clicking apply will add the chosen addresses to the Personal Ignore List It is important to employ a just address ignore for a User s own address if the User has their email address entered in the email field for a Lead Contact or another Salesforce object Without the ignore every email a User sends or receives with this email address which could be all emails will be matched and uploaded to the particular record This can create unnecessary processing API call usage and use of Salesforce storage S
48. se where a user makes a change to a Lead or Contact or adds an email address to the Personal Ignore List by clicking Reprocess the change will performed immediately 4 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 the Personal Ignore List If the Filter Options mapped as 4 5 is changed to either Ignore or All Messages any messages with a Type Match of Ignore will be visible Ignore showing in the far right column If a user would like to manually match this email to a Salesforce object after all mouseover the match state of Ignore and use the Match button in the pop up window as described in section 4 11 2 above to make a match The change will take effect immediately and the Type Matches column will display the new state 20 gt Match My Email User Manual Version 2 7 3 84 Match My Email 5 Import Page 5 1 Email Folder Structure amp Selecting for Import Clicking Import will allow the user to view the email addresses and folders from which information is being imported Import Enable Disable Delete Oselected New Name Source Status From GMAIL imap gmail com 9 2010 2012 RAE Internet Inc MatchMyEmail 2 4 0 By clicking on each import listed in the Name column for example from GMAIL in the screenshot above details of the import settings inc
49. ts 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 htm 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 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 11GB 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 33 Match My Email User Manual Version 2 7 3 84 Match My Email
50. ttings Page one finds e Salesforce Integration e Optional set up information for Google Docs and Gmail integration e Ability for Account Owner to add Domains and Users to MME account Copyright 2013 RAE Internet Inc doa Mailspect Inc and Match My Email 10 4 84 Match My Email 5 1 Search Search for sender 4 9 y Search in content 9 Options Search in subject Email Page 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 in the black 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 this screenshot maps areas explained in the subsequent sections below The Email Cloud View allows a user to see their email stream in the MME cloud and how emails have been processed by MME End Users can only see their emails Domain Admins are able to see and manipulate the email stream of their entire domain while the Account Owner can see and manipulate the email stream of the entire account Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages WIEG UJUE Email Group by 14 Days 9 lt lt Sep 6 2012 Sep 20 2012 gt gt m Match all E Pages 1 2 Search Scope Selecto 4 4 Pages _ E subject V body attachment Messages 1 to 50 of 75 gt
51. ual Version 2 7 3 Copyright 2013 RAE Internet Inc dba Mailspect Inc and Match My Email 84 Match My Email Create and match to a new object v Select and match to an existing object Type Opportunity x Type Matches show Cancel Ok Ms Match details No Match Processed on Jan 17 Reprocess 4 11 3 Create and Match a New Salesforce com Object A new Salesforce object can be created from the email viewer 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 which will open the Match Details pop up box Click the Match button to reveal the Match window and expand the option at the top of the window Create and match to a new object Use the Type dropdown menu to choose the type of object to create To create a Contact the Account it will associate with should already be created If the Account does not already exist it must be created first followed by creation of the Contact To create an Opportunity which is also associated with an Account the Account must exist or be created first 22 84 Match My Email MY Email Create and match to a new object Search for sender yy Search in subject Typ ee Search in content Contact v RSS of Current View Match all 9 Search Scope i _ Account subject M
52. ws the state ofthe email Place the cursor over the match status to open a Match Details pop up box with details about the match A user can see details of why a match was made 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 the state of an email or the ability to jump seamlessly into Salesforce Home Chatter Campaigns Leads Accounts Contacts Opportunities Contracts Cases Products Reports Email Messages MY Email Search for sender bad Search in subject se Group by 7 Days w Search in content bd F lt lt Sep 17 2012 Sep 24 2012 gt gt RSS of Current View 5 Ri Match all 9 eaen SEE Messages 1 to 15 of 15 Y subject V body V attachment g SEARCH CLEAR SEARCH FILTER Match State All Excluding Ignore Type All All Matches for gailmcglamery gmail com REFRESH Settings IGNORE REMOVE REPROCESS SAVE From To Subject n Paul Sterne E Gail McGlamery 3 Simone Duncan Paul Sterne Kabbage Match details Lead Ovidiu Bivolaru E Gail McGlamery Paul Sterne RE New Ticket Processed on 03 31 AM Match reason Matched by email address ovidiu mailspect com P Gail McGlamery 2 Vivian Deng ovidiu mailspe RE End User Quik 9 _ Sumer Be amp Reprocess Gail McGlamery Paul Sterne RE Salesforce is ff NYC Oct 19th save the date Sep 20
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