Q: Can you please explain why you would need to enable the “Email to Salesforce” option? We have not enabled this option and are having problems connecting to Salesforce from Outlook 2016.Ī: Email to Salesforce allows users to log emails from the Salesforce Side Panel as an actual email rather than as a task in previous versions of the integration. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning. Thanks!Ī: Salesforce inbox is a separate addition to Salesforce for Outlook. What’s the kind of license and installation? I am having a problem keeping the Salesforce Inbox tab ‘pinned’ in Outlook 2016. Q: I am curious about the version of Outlook. Q: Can we integrate outlook to Salesforce without the ms exchange server stuff?Ī: Without Exchange, you will not be able to use the Salesforce for outlook integration as this is a cloud integration This is what handles impersonation between the user’s exchange mailbox and the exchange server. To set up any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process. Q: What will be the mandatory requirements for the client to integrate outlook to Salesforce?Ī: To find the minimal requirements to integrate Salesforce for Outlook please visit this link: Outlook Integration System Requirements. Please use the scheduling tool on the web site at. The best way to see the power of Match My Email is to schedule a Live Demo.
Match My Email offers a 30-day trial with free installation support. It is estimated to save the average user three hours of time per month so it pays for itself in less than one week. Match My Email costs $17.95 per use per month.
State-of-the-art email visualization tools – Show More, Show Full List, Read Body on Hover Over.Reply and Forward from inside Salesforce.The custom or MultiMatch version of Match My Email includes numerous improvements on native Salesforce email handling in Activity History. The app works on a twenty minutes cycle, 72 times per day, pulling emails from the user’s INBOX and SENT folders, parsing the emails for email addresses and “name tags” and then automatically inserting copies of the “matched” emails into Salesforce records. They relieve the user of the need to manually sync and log emails to Salesforce. MultiMatch is best when it is rolled out across homogeneous MAC deployments.īoth versions of Match My Email are fully automated. Standard is well suited for isolated Mac users in larger PC deployments. The app comes in two versions: Standard that puts emails automatically into Activity History or MultiMatch that puts emails into a custom Visualforce component.
Match My Email provides an app that connects MAIL, Apple Mail, Mac Mail, Gmail, Outlook for Mac (as well as any other OSX or iOS email client) to. Match My Email offers seamless Salesforce Mac Integration This is an issue for Salesforce Mac integration. MAIL, which is preconfigured to work with popular email providers, such as Yahoo! Mail, AOL Mail, Gmail, Office365/Outlook and iCloud (formerly MobileMe) as well as Exchange, can’t connect to Salesforce. ’s email plug-ins don’t’ work on of Apple MacBook and Air, iPad and iPhone so users are stuck doing manual copy/paste to get emails logged in Salesforce records. Users of Mail, Apple Mail or are just plain out of luck. A major gap in ’s CRM platform is its lack of email integration with the MAC world.