Quick Set Up Guide for Users: Salesforce Authentication & Importing

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Quick Set Up Guide for Users:

Salesforce Authentication & Email Importing

Once a Match My Email (MME) account has been set up for a company by the Cloud Admin, additional users that have been added under the Domains & Users tab can access the account by logging in to MME with their email credentials.

Users MUST set up their own Salesforce Account Authentication and Email importing as described below.

1 Log in to Match My Email

1.1 Point your browser to https://matchmyemail.com

1.2 If your Account Owner set up the account so Users can login using Google Apps, then click the button “Google Login”. You will be bounced to Google to click Grant Access, and then back to Match My Email.

1.3 Otherwise, enter email address and email password. 1.4 Click Submit.

2 Salesforce Authentication Set up

The following steps are similar whether the MME Cloud Admin has given the User the role Domain Administrator or End User. Some of the screen shots may not look exactly the same, but the instructions will fully explain necessary steps.

2.1 In the MME Menu Ribbon, go to Settings > Salesforce Integration.

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© RAE Internet, Inc. 2014 Quick Set Up Guide for Users 2.3 If you are a Domain Admin, you will see the Applies To: field on the right. If you do, use the drop down menu to choose your own email address. If you are an End User you will not have the option. For both roles, choose “Remote Access (OAuth)” for the Access type. This ensures future password changes will be automatically authenticated. Click Grant.

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screenshot below, please enable pop-ups for https://matchmyemail.com and then click Next again.

2.6 You will be bounced to Salesforce where you login to your Salesforce account. This is the account into which email will be integrated. After logging in, click Allow.

2.7 The newly saved information will be listed in light grey text. Check the box for Override domain rules if it is not already checked. Once checked, you will be able to view and

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Match Cases. You can also disable matching to any other objects you do not use as directed by the Match My Email Cloud Admin that set up your account.

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MME stores attachments in your Salesforce organization’s file storage. While more plentiful, you may want to manage what is stored there.

 If you uncheck the Upload Attachments box, then NO attachments and ONLY email will be uploaded into Salesforce on match.

 If you check the Upload Attachments box, but set it for 0 MB, actual attachments will not be uploaded but LINKS WILL be uploaded with email on match, and you will be able to click a link to view the attachment in the MME cloud for 45 days, after which email will be purged from cloud.

 If you check the Upload Attachment box, you can set the size in MB that can be uploaded. Attachments larger than limit will not upload to Salesforce, but as long as attachments aren’t larger than 30MB you will be able to view attachment for 45 days in MME cloud.

 If you check Block Inline Images and leave it at 10 KB, then inline images such as signature logos up to 10KB will not be uploaded, or you can adjust this size incrementally using the arrows.

2.9.1 Click Save.

3 Setting Up Email Imports

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.

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eliminating the need to update this information in MME. This is offered as a convenience to Gmail users but is not required. Gmail users can skip to Section 3.2 to use IMAP settings.

3.1 Gmail Users Only – Set up Google Mail Integration

3.1.1 In the 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.

3.1.4 Back at MME screen, click Save.

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3.4 In Import settings screen, fill in fields 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

 Enter server from which to Import, this could be based on Domain settings already entered, for which the Domain Server will autofill.

 Or choose Other IMAP server, and use information from IT staff or from MME Wiki

http://wiki.matchmyemail.com

 Username should be email account from which you want to import.

 Password is for this email account.

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.

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more details on folder selection, visit http://wiki.matchmyemail.com/index.php/Folder_Selection

or email support@matchmyemail.com.

3.7 Click the top arrow button, the “<” button, to move your selected folders to the Selected Folders window on the left.

3.8 Status should be set for “Autorun my import by schedule”. 3.9 Click Save.

4 Add Web Tabs in Salesforce for Email Messages and MME

Adding these Web Tabs allows quick access to the MME User Interface and to a view of all Email Messages that have been uploaded into Salesforce.com.

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4.3 Select "Email Messages" and "Match My Email" from Available tabs and move them to Selected tabs using Add “>”.