Match My . Set-Up Guide for Single Match version for all editions of Salesforce.com. Single Match Version 3.1.2

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1 Match My Set-Up Guide for Single Match version for all editions of Salesforce.com Single Match Version Single Match Set-Up Guide RAE Internet Inc

2 Copyright , RAE Internet Inc. (dba Match My ). 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 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 support@matchmy .com. Table of Contents 1. Create a Match My Account Set Up Salesforce Automatic Authentication Add Domain Ignore Rule Set Up Importing Optional: Adding a Match My Web Tab in Salesforce.com The purpose of this Set-Up Guide is to get you through the above steps as quickly as possible. takes about 5 minutes. The average set-up 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. Single Match Set-Up Guide RAE Internet Inc

3 1. Create a Match My Account 1.1. Go to the Match My web site Point your browser to or go to the MME website shown in the screenshot below and click the button for Login. All major browsers are supported Next to Don t Have an Account click Sign up Fill in the Sign Up Form. Click Submit. Once you enter your address, it will automatically fill in as your Username in MME. Please enter an 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 Verify Account using ed Code For security purposes, you will need to verify your account by entering a verification code. At this time, check your account for a MME message in your Inbox. It might go to Junk or Spam folder. Single Match Set-Up Guide RAE Internet Inc

4 1.5. You may click the link in the , which will open a new browser tab, or copy the code and paste into the tab where you were working in MME 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 These steps make use of browser popups, so please make sure popups are allowed in your browser for site While still in a browser tab pointed to Match My s secure site ( in the black MME Menu Ribbon, click Settings and choose Salesforce Integration. Single Match Set-Up Guide RAE Internet Inc

5 2.2. Click New Fill in the fields as follows: Confirm box for Enabled is checked For Applies to: field, use the drop down menu to choose your MME username, not your domain. For Access Type: choose Remote Access OAuth Click Grant button 2.4. For Organization type, choose Production. (Sandbox is an option for Enterprise and Unlimited editions when MME is installed in a company s Sandbox.) Click Next. If red text appears about pop up windows, you need to adjust your browser setting to allow pop-ups, or at least allow a pop up from Single Match Set-Up Guide RAE Internet Inc

6 2.5. You will be bounced to Salesforce where you login to your Salesforce account. This is the account into which will be integrated. After logging in, click Allow The newly saved information will be listed in light grey text. Check the box for Override domain rules. Once checked, you will be able to view and modify Matching rules, as well as Upload rules. Click the + sign to expand Matching Rules options For Matching Rules, we recommend you uncheck Match Users, Match Opportunities**, and, if you do not use Cases, Match Cases. You can also disable matching to any other objects you do not use. If you are using the Contact Manager edition of Salesforce, ONLY have Match Contacts checked. Click the + sign to expand Upload Rules options. **We recommend manual matching to Opportunities when using SingleMatch due to the way our system works through trying to make a match with a specific order of Salesforce objects. For more details visit Single Match Set-Up Guide RAE Internet Inc

7 2.8. Under Upload Rules, you may want to make use of options for uploading attachments. 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 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 on match, and you will be able to click a link to view the attachment in the MME cloud for 45 days, after which 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. Then click SAVE. Single Match Set-Up Guide RAE Internet Inc

8 3. Add Domain Ignore Rule It is VERY IMPORTANT to add an ignore rule for an domain. This is a protective measure against unnecessary or unwanted matching of internal into Salesforce.com records that might contain employee addresses Click Ignore in black menu ribbon. There may be only a Personal tab, or both Personal and Domain. If only the Personal tab is present, perform the following steps there. If the Domain tab is present, perform the steps on the Domain tab in order to have the rule applied to all Users in the domain. Reach out to support@matchmy .com for assistance Click the Add button Fill in the fields per guidelines below: Click Save. For Address to Ignore: type domain which is everything after symbol. In the example jane@acmecompany.com, the domain field should contain acmecompany.com. For Ignore Type: choose just address. This is VERY important for this particular rule. For Direction of Address: click the button by any User to Apply to: this option only shows when adding to Domain tab and should be showing domain already. 4. Set Up Importing Once your Match My account is verified and Salesforce.com credentials are set up, the next step is setting up Imports for s. To do so, you will be entering your address and password. If at a future date the password is changed, it is necessary to return to the Import page and update it. Single Match Set-Up Guide RAE Internet Inc

9 Skip to 4.2 unless you use Google Mail (Gmail). Gmail users can start at Section 4.1 to set up Google Mail Integration using Google OAuth. The advantage is that future changes to 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 Gmail Users Only Set up Google Mail Integration In the Black MME Menu Ribbon, click Settings>Google Mail Integration For Account status field, choose Enabled from the drop down menu and click Grant button. This will jump to Google At Google screen, if not already logged in to Google you may be prompted to do so. Click Allow Access button. Single Match Set-Up Guide RAE Internet Inc

10 Back at MME screen, click Save All users need to set up importing. Click Import in black Menu Ribbon or click Please Provide Information To Import from a new Account click +New Single Match Set-Up Guide RAE Internet Inc

11 4.4. In Import settings screen, in fields for Import based on guidelines below: Gmail Users: Provide a name for the import If you set up Google Mail Integration in 4.1, then for Import from, choose Google Mail account from dropdown menu Non-Gmail Users 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 or complete list. Username should be account from which you want to import. Password is for this account. For IMAP server host, refer to the table below showing major systems and their IMAP Import credentials or contact your IT staff. COMPANY SERVER NAME PORT USERNAME PASS- COMMENT # WORD 1&1 imap.1and1.com 993 {username}@domain.com password Exchange See wiki: Gmail imap.gmail.com 993 {username}@gmail.com password GoDaddy imap.secureserver.net* or outlook.office365.com depending on account 993 {username}@domain.com password Office 365 outlook.office365.com 993 password Rackspace secure. srvr.com 993 {username}@domain.com password Use OAUTH in Section 4.1 for best result *Must have Business Unlimited Older instances have unique Server Names Single Match Set-Up Guide RAE Internet Inc

12 4.5. Once import details are entered, click Refresh Folders and the folder structure of your IMAP account will appear in Available Folders box (red arrow) For Import Folders field, choose Selected from drop down. Most users select Inbox and Sent Items for synchronization with Salesforce. There may be more than one outgoing folder, such as Sent Messages or Sent. 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 s. For more details on folder selection, visit or Single Match Set-Up Guide RAE Internet Inc

13 4.7. Click the top arrow button, the < button, to move your selected folders to the Selected Folders window on the left Status should be set for Autorun my import by schedule. If not, please choose this option Click Save. 5. Optional: Adding a Match My Web Tab in Salesforce.com 5.1. Click on your name (user menu drop down) and choose Setup Single Match Set-Up Guide RAE Internet Inc

14 5.2. Under App setup click Create, then click Tabs. Next to Web Tabs click New Choose Tab Layout for Two Column Layout. Click Next Define Content and Display Properties by filling in fields as follows and in screenshot below: Tab Label: type in Match My Tab Name will auto fill with Tab Label Tab Style: click box and then select one Leave Content Frame Height as 600 Click Next Single Match Set-Up Guide RAE Internet Inc

15 5.5. In box Button or Link URL, fill in Note this is a secure site and thus has https as opposed to http. Then click Next. Single Match Set-Up Guide RAE Internet Inc

16 5.6. On the next screen Add to Custom Apps, leave all boxes checked and click Save You will now see the Web Tab in the list as well as in the top menu ribbon. For assistance or for questions, contact or visit As the Cloud Admin, you have all privileges within Match My . 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 For assistance with Domains & Users, contact or look for video instruction at or for documentation on Match My s support page at Please note that Match My also offers MultiMatch, a version that matches to multiple Salesforce objects automatically. To use this version, it is necessary to install our managed package and add custom objects to page layouts for viewing our log. Visit our support page for set up guides for MultiMatch. Single Match Set-Up Guide RAE Internet Inc