Outlook/Gmail Email & Calendar Sync, Attachments, Email History, EAC Alternative

Highlights

• ACCURATE ACTIVITY TIMELINE. Match My Email automatically and accurately syncs email and calendar data to the right Salesforce records. Save time and increase Salesforce ROI, adoption and usage.
• CUSTOM MATCHING. Match to custom objects and custom fields. Secondary Email fields, like Email 2/3 fields, are most common. Expand to match emails and events to any objects in Salesforce.
• SYNC ATTACHMENTS. Pull in attachments on emails when syncing email data into Salesforce. Set rules and limits to exclude certain attachments.
• ACTIVITY FILTERING. Set Ignore Rules and Confidential Tags to exclude certain emails and events from being uploaded to Salesforce
• ADMIN TRANSPARENCY. Use the Match My Email dashboard to see what has been processed and what has been matched right in Salesforce. Activity capture does not have to be a black box!
• AUTO-CONTACT CREATE. Automatically create new Contacts using activity data. Maintain Salesforce data hygiene.
• ARTIFICIAL INTELLIGENCE SUMMARIES. Use MME's AI features to summarize activities, ask questions about a record, and extract field update recommendations in Salesforce.
• PERMANENT STORAGE IN SALESFORCE. Match My Email stores data permanently on the same server with the rest of your Salesforce data, so teams always have the information they need in Salesforce.
• NATIVE SALESFORCE FEATURES UNLOCKED. Run standard activity reports so your team can make more data-driven decisions. Run Flows using email data to automate even more!