Match My Email · 2015. 1. 23. · If you set up Google Mail Integration in 3.1, then for ZImport...
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Single Match Set-Up Guide © RAE Internet Inc. 2013 1 Match My Email Set-Up Guide for Single Match version for all editions of Salesforce.com Single Match Version 2.8.4
Transcript of Match My Email · 2015. 1. 23. · If you set up Google Mail Integration in 3.1, then for ZImport...
Single Match Set-Up Guide © RAE Internet Inc. 2013 1
Match My Email
Set-Up Guide for Single Match version
for all editions of Salesforce.com
Single Match Version 2.8.4
Single Match Set-Up Guide © RAE Internet Inc. 2013 2
© Copyright 2011-2013, RAE Internet Inc. (dba 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 as well as questions or requests for assistance to
Table of Contents
1. Create a Match My Email Account ........................................................................................................... 3
2. Set Up Salesforce Automatic Authentication ........................................................................................... 4
3. Set Up Email Importing ............................................................................................................................ 6
4. Optional: Adding a Match My Email Web Tab in Salesforce.com .......................................................... 11
The purpose of this Set-Up Guide is to get you through the above steps as quickly as possible. The average set-up
takes about 5 minutes.
This Set Up Guide may appear quite long, but its length is due to the insertion of screenshots highlighting required
actions for described steps – no matter how small or simple – in an attempt to more clearly guide the end user.
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1. Create a Match My Email Account
1.1. Go to the Match My Email web site
Point your browser to https://matchmyemail.com, or go to the MME website www.matchmyemail.com shown in the screenshot below and click the button for Login. All major browsers are supported.
1.2. Next to “Don’t Have an Account” click ‘Sign up’.
1.3. Fill in the ‘Sign Up’ Form. Click Submit.
Once you enter your email address, it will automatically fill in as your Username in MME . Please enter
an email address to which you have access. Type a password that is medium to strong (a combination of
lower and upper case text with numbers and characters helps the strength). After reading the Master
Subscription Agreement, check the box.
1.4. Verify Account using emailed Code
For security purposes, you will need to verify your account by entering a verification code. At this time,
check your email account for a MME message in your Inbox. It might go to Junk or Spam folder.
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1.5. You may click the link in the email, which will open a new browser tab, or copy the code and paste into the tab where you were working in MME.
1.6. Click Submit
Your account has been set up with you as the Cloud Admin. Any Alerts that show simply indicate you
need to proceed with additional steps of set up.
2. Set Up Salesforce Automatic Authentication
2.1. While still in a browser tab pointed to Match My Email’s secure site (https://matchmyemail.com), in the black MME Menu Ribbon, click Settings and choose Salesforce Integration.
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2.2. The Access Type should show “Remote Access (OAuth)”. If not, use drop down menu to select it. Click Grant. In pop up window, leave Sandbox disabled. Sandbox is only available with Salesforce Enterprise and Unlimited editions. Click Next.
2.3. You will be bounced to Salesforce where you need to login to your Salesforce account. This is the account into which email will be integrated and attributed ownership.
2.4. Login to Salesforce.
2.5. After logging in, click Allow.
2.6. Upon returning to the Salesforce Integration tab, click Finish.
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2.7. Under Matching Rules, the default is to have them all enabled. However, if you do not use a Salesforce object, such as Cases, you can disable matching.
2.8. Under Other Services, leave ‘Google Docs uploads’ Disabled unless you have a Google Docs account and want copies of email attachments sent to Google Docs. Contact Match My Email support.
2.9. Under Other Services, Email-to-Case is a special feature of Salesforce that is supported by Match My Email. Before enabling and using Email-to-Case, please contact MME support at [email protected].
2.10. Click Save or settings will not be saved.
3. Set Up Email Importing
Once your Match My Email account is verified and Salesforce.com credentials are set up, the next step is setting
up Imports for emails. To do so, you will be entering your email address and email password. If at a future date
the email password is changed, it is necessary to return to the Import page and update it.
Skip to 3.2 unless you use Google Mail (Gmail). Gmail users can start at Section 3.1 to set up Google Mail
Integration using Google OAuth. The advantage is that future changes to email passwords are automatically
authenticated, eliminating the need to update this information in MME. Google authentication also allows for
one click login into MME with the Google button. This is offered as a convenience to Gmail users but is not
required, and Gmail users can skip to 3.2.
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3.1. Gmail Users Only – Set up Google Mail Integration
3.1.1. In the Black MME Menu Ribbon, click Settings>Google Mail Integration
3.1.2. For ‘Account status’ field, choose “Enabled” from the drop down menu and click Grant button. This will jump to Google.
3.1.3. At Google screen, if not already logged in to Google you may be prompted to do so. Click Allow Access button.
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3.1.4. Back at MME screen, click Save.
3.2. All users need to set up email importing. Click ‘Import’ in black Menu Ribbon or click ‘Please Provide Information’.
3.3. To Import from a new Email Account click ‘+New’
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3.4. In Import settings screen, in fields for Import based on guidelines below:
3.4.1. Gmail Users:
3.4.2. Non-Gmail Users
Provide a name for the import
If you set up Google Mail Integration in
3.1, then for ‘Import from’, choose
“Google Mail account” from dropdown
menu.
Provide a name for the import
If you are not a Google mail user or did
not set up Google Mail integration,
choose “Other IMAP server”.
Use table below as a reference to fill in
your IMAP server host. You may also
want to visit
http://wiki.matchmyemail.com or
complete list.
Username should be email account from
which you want to import.
Password is for this email account.
For IMAP server host, refer to the table below showing major email systems and their IMAP Import
credentials or contact your IT staff.
COMPANY SERVER NAME PORT
#
USERNAME PASS-
WORD
COMMENT
1&1 imap.1and1.com 993 {username}@domain.com Email
password
Exchange See wiki: http://wiki.matchmyemail.com/index.php/..._Microsoft_Exchange_%3F
Gmail imap.gmail.com 993 {username}@gmail.com Email
password
Use
OAUTH in
Section 3.1
for best
result
GoDaddy imap.secureserver.net 993 {username}@domain.com Email
password
Must have
Business
Unlimited
Office 365 outlook.office365.com 993 {username} @domain.com
password
Older
instances
have
unique
Server
Names
Rackspace secure.emailsrvr.com 993 {username}@domain.com Email
password
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3.5. Once import details are entered, click “Refresh Folders” and the folder structure of your IMAP account will appear in ‘Available Folders’ box (red arrow).
3.6. For Import Folders field, choose “Selected” from drop down.
Most users select “Inbox” and “Sent Items” for synchronization with Salesforce. NOTE: Account imports
limited to 18 folders per account in basic subscription. Do not select an option for All Mail, or Junk,
Spam, Draft, etc. These additional selections will slow down processing of relevant emails. For
assistance, contact support staff.
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3.7. Click the top arrow button, the “<” button, to move your selected folders to the Selected Folders window on the left.
3.7.1. Status should be set for “Autorun my import by schedule”. If not, please choose this option.
3.7.2. Click Save.
4. Optional: Adding a Match My Email Web Tab in Salesforce.com
4.1. Click on your name (user menu drop down) and choose Setup
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4.2. Under App setup click Create, then click Tabs. Next to Web Tabs click New.
4.3. Choose Tab Layout for Two Column Layout. Click Next.
4.4. Define Content and Display Properties by filling in fields as follows and in screenshot below:
Tab Label: type in “Match My Email”
Tab Name will auto fill with Tab Label
Tab Style: click box and then select one
Leave Content Frame Height as “600”
Click Next
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4.5. In box ‘Button or Link URL’, fill in https://matchmyemail.com. Note this is a secure site and thus has “https” as opposed to “http”. Then click Next.
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4.6. On the next screen ‘Add to Custom Apps’, leave all boxes checked and click Save.
4.7. You will now see the Web Tab in the list as well as in the top menu ribbon.
For assistance or for questions, contact [email protected] or visit
http://wiki.matchmyemail.com
As the Cloud Admin, you have all privileges within Match My Email. You will be able to set up
Domains, Domain-wide Ignore Rules, and add Users to each domain. For detailed information on
these topics, please visit our Administrator Guide at http://www.matchmyemail.com/wp-
content/uploads/2013/05/Administrator-Guide-Domains-Users.pdf.
For assistance with Doomains & Users, contact [email protected] or look for video
instruction at http://wiki.matchmyemail.com or for documentation on Match My Email’s support
page at http://www.matchmyemail.com/support/.
