Match My Email MultiMatch Release 6.3.1
Manuals and User Guides for Match My Email MultiMatch Release 6.3.1. We found 1 manuals for free downloads Setup Guide
Below you will find brief information for Email Integration MultiMatch Release 6.3.1. Salesforce.com users can install and configure the Match My Email MultiMatch Release 6.3.1 application package for integrated email access and management, including the ability to add a custom tab for quick access, add a visualforce component for displaying email messages on object page layouts, set up secondary email addresses, create a Match My Email Cloud Admin account, and integrate Salesforce with email servers for email import and matching to contacts, leads, and accounts. This guide provides steps for setting up Match My Email.
Key Features
Integrates email with Salesforce
Provides custom tab for quick access
Adds visualforce component for email display
Allows secondary email addresses for contacts
Enables email import and matching to Salesforce records
Provides team de-duplication for email imports
Provides cloud admin account for management
Includes features for managing email access and sharing
Pages: 20 Match My Email MultiMatch Release 6.3.1 Setup Guide
Brand: Match My Email Category: Computer utilities Size: 2 MB
Languages: English
Table of contents
Open manualFrequently Answers and Questions
How do I install the Match My Email package in Salesforce.com?
Follow the steps provided in the document to install the managed package from the provided link.
What is the purpose of adding a web tab for Match My Email in Salesforce?
The web tab provides quick access to the Match My Email user interface and a view of all uploaded email messages.
Why are secondary email addresses important for contacts?
Secondary email addresses help MME automatically match emails to the correct contact record when alternate email addresses are used.
What is the role of the Cloud Admin in Match My Email?
The Cloud Admin manages the Match My Email account, including settings and user management. They are also responsible for setting up Salesforce Integration.
What is the purpose of the Salesforce Integration settings?
Salesforce Integration connects MME to your Salesforce organization, enabling email uploads and de-duplication to prevent duplicate entries when multiple users import the same email.
Questions & Answers
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What preparatory information is required before installing Match My Email?
The following information is required: 1. IMAP Server Name. 2. Salesforce.com Login & Password for the Salesforce Administrator. 3. Email Login & Password, and Salesforce Login & Password for each User/Seat for MME.
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