Match My Email Email Syncing Service
Manuals and User Guides for Match My Email Email Syncing Service. We found 1 manuals for free downloads User Guide
Below you will find brief information for Email Syncing Service. Match My Email is a cloud-based email syncing service that integrates your email account(s) with Salesforce.com (SFDC). It's designed to be fully automatic, 24/7/365, always on and operates with little or no end-user intervention. Once an end-user has set up his or her credentials, the service works with no user intervention, including password authentication.
Key Features
Fully Automatic
MultiMatch
Set Up and Forget
Always On
Drudgery Free
Zero Mistakes or Omissions
Reprocessing
Privacy Controls
Reactive Controls
Platform Independent
Pages: 34 Match My Email Email Syncing Service User Guide
Brand: Match My Email Category: CRM software Size: 1 MB
Languages: English
Table of contents
Open manualFrequently Answers and Questions
What is Match My Email?
Match My Email is a cloud-based email syncing service that integrates your email account(s) with Salesforce.com (SFDC).
How does Match My Email work?
Match My Email 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.
What are the benefits of using Match My Email?
Match My Email saves the average user 100 hours of manual labor per year by automating the process of syncing and logging emails to Salesforce.com.
How do I set up Match My Email?
To set up Match My Email, you will need to provide your email account credentials, your Match My Email username and password, and your Salesforce.com credentials. Once you have provided this information, Match My Email will automatically sync your email with Salesforce.com.
How do I use Match My Email?
Once you have set up Match My Email, you can access it through the Match My Email web tab in Salesforce.com. From here, you can view your emails, search for emails, and manually match emails to Salesforce.com objects.
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