2.3.
Select "Match My Email" from Available tabs and move to Selected tabs using Add
“>”.
2.4.
Click Save.
3.
Add MME Visualforce component to Page Layouts
These steps place a visualforce component on object page layouts. This component is a custom object and is
feature rich. If you would instead prefer to use a Related List, contact [email protected].
3.1.
Click Setup in Salesforce(either next to your name or in drop down menu)
3.2.
On left sidebar, in App Setup section (may be labeled Build), click Customize > Leads >
Page Layout. In the viewing area, scroll under Fields and click Visualforce Pages.
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3.3.
Click and drag Section down onto page below, positioning it where desired above
Mobile Cards. Dark green line will guide placement.
3.4.
Once placed, a pop up window for Section Properties will appear. For Section Name type in "Email Messages". Leave Detail Page checked. Uncheck Edit Page. Click the button for 1-Column. Click OK.
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3.5.
Click on MME Email Messages and drag down into the newly added section. A blue box will appear. Click the wrench tool in the top right corner of the blue box (not the wrench tool for section). You may need to move cursor away from and then back over box for it to be available.
3.6.
In the Properties window, change Height to 400, check box for Show scrollbars and click OK.
3.7.
Click Save to save changes to the page layout you are editing.
3.8.
Repeat steps 3.2 thru 3.7 for all standard record types (Contacts, Accounts,
Opportunities and/or Cases) used by your company.
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