Match My . Set-Up Guide. Single Match Version Single Match Set-Up Guide RAE Internet Inc

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1 Match My Set-Up Guide 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 303 South Broadway, Suite 224, Tarrytown, 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 to support@matchmy .com Single Match Set-Up Guide RAE Internet Inc

3 Table of Contents 1. Overview Set-Up Basics Creating a Match My Account Go to the Match My web site Click Don t Have An Account. Sign Up Fill in the Sign Up Form Verify Account Receive with Verification Link and Code Your account has been set up Setting up Domains and Users Go to Settings in the MME Command Ribbon Open Domains & Users tab Click on Add Domain Fill in Add domain pop-up Click on Add User Fill in Add User pop-up Setting Up Your Salesforce.com Credentials Go to Settings in the MME Command Ribbon Open Salesforce Integration Tab Enter Salesforce username Enter Salesforce password Get Salesforce Security Token Scrolled down to the bottom of the page and click Save Getting Your Salesforce Security Token Click on your Account Name and select Setup Go to My Personal Information You will receive a new security token by Copy the Security Token and paste it into the Salesforce Token textbox Go to the bottom of the page and Click on Save Selecting Your Salesforce.com Matching Rules Enable / Disable Contacts Enable / Disable Leads Enable / Disable Users Enable / Disable Accounts Enable / Disable Cases Go to the bottom of the page and click Save Selecting Your Salesforce.com Other Services Enable / Disable Upload to to Salesforce Enable / Disable Use Google Docs Upload Enable / Disable -to-Case Save Setting Up Imports To Import from a new Account click +New Select either Google Mail Account or Other IMAP Server Single Match Set-Up Guide RAE Internet Inc

4 5.3. Click Grant Access, otherwise skip to Section Click Authorize Service to establish Oauth credentials Google will prompt you to Grant Access Verification that you have Google Mail access tokens Click +New to set up your Google Mail IMAP import Click Refresh Folders Three folder selection options are available Folder Selection Strategies More Folder Selection Strategies Click the Save button to complete the Import Set Up Non-Google and Other IMAP Server or Service Imports To add and set up another Import from any Other IMAP server Select Other IMAP server Set Up Other IMAP Server Import Fill in IMAP server host Select the port connection type and number Type in your regular username and password Click Refresh Folders Folder structure of your IMAP account Three folder selection options are available Folder Selection Strategies Clicking on the Add to selected button Click on Save to complete the Import set- up process Adding a Match My Web Tab in Salesforce.com Embedding MME in Salesforce.com Interface / Web Tab Click on your name (user menu drop down) Click Setup Under App setup click Create Click Tabs Next to Web Tabs click New Choose Tab Layout Choose Two Column Layout, Next Define Content and Display Properties Fill in Tab Name and Choose Tab Style from the Lookup Menu, Next For Button or Link URL, fill in Next Add to Profiles, Next Add to Custom Apps, Next, Save Successful Match My Tab Set-Up in Salesforce GUI Single Match Set-Up Guide RAE Internet Inc

5 1. Overview 1.1. Set-Up Basics In order to set-up Match My , Version 2.0 Single Match ( MME ), you will need to complete the following steps. 1. Create An Account 2. Set Up Your Salesforce Credentials, Matching Rules and Services 3. Set Up Your Credentials and IMAP Imports 4. Create a Salesforce.com Web Tab The purpose of this Set-Up Guide is to get you through these steps as quickly as possible. Single Match Set-Up Guide RAE Internet Inc

6 2. Creating a Match My Account The first step is to create a Match My account Go to the Match My web site Point your browser at the Match My web site at and click the Customer Login button in the upper right hand corner. All major browsers are supported: Internet Explorer, Firefox, Chrome and Safari Click Don t Have An Account. Sign Up Single Match Set-Up Guide RAE Internet Inc

7 2.3. Fill in the Sign Up Form Note that your address will be your Username in Match My . That same address will receive a verification code Verify Account For security purposes, you will need to verify your account by entering a verification code in the dialog box. You will receive the verification code via . Single Match Set-Up Guide RAE Internet Inc

8 Receive with Verification Link and Code Click on the verification link or go to login page and cut and paste the verification code from the into the dialog box in MME and click Submit Your account has been set up. As the Account Owner, you will have all privileges within Match My . You will be able to set up users and assign them roles: end-user or systems admin. Account Owner can view the entire stream related to the users in your account. There could be set up as many as 10 domains for import. Single Match Set-Up Guide RAE Internet Inc

9 3. Setting up Domains and Users Now that your account is set up, the Account Owner can set up domains and add users to the Account. Additional users may use their regular address or user name and password to log into the Match My cloud. Since Match My authenticates to any LDAP or Active Directory associated with an IMAP server or service, the service will keep MME usernames and passwords up-to-date automatically with any chances had on the server or service. This is an important convenience feature for systems admins Go to Settings in the MME Command Ribbon Once you enter MME, you will see the main command ribbon at the top of the screen. Click on Settings Open Domains & Users tab 3.3. Click on Add Domain Single Match Set-Up Guide RAE Internet Inc

10 3.4. Fill in Add domain pop-up. The Domain field simply gives a name to the domain inside Match My ; this is useful for managing multiple domains within on MME account. MME allows an Account Owner to set up as many as 10 different domains. The IMAP server host field refers to the IMAP address of the domain. For example, imap.companyname.com is a typical IMAP address. Then choose between Secure to dedicated port and Regular in the Connection dropdown. Most secure servers use port 993 while most regular servers use port 143. Fill in the port number. Then select the authentication method in the To authenticate use dropdown. Full address works with most LDAP directories while username only is typical of an Active Directory associated with an Exchange server. Then check the appropriate Allow end-user to import from boxes. This IMAP server restricts end-user to importing from the designated domain, checking Gmail enables imports from Gmail and Google Apps and Any other IMAP server enables imports from any IMAP server. Then click Submit Click on Add User. Single Match Set-Up Guide RAE Internet Inc

11 3.6. Fill in Add User pop-up. Fill in the Username. It will be either full address or username only depending on how your LDAP or Active Directory is configured. Then fill in the users First Name and Last Name and choose a Role from the dropdown, either End-User or Admin. End-User can only see their in the Match My Tab ; while Admins can see all the s imported into Match My by all users in the domain group. Then click Submit. A new user has been created and can now log into the Match My using his or her regular username and password. Single Match Set-Up Guide RAE Internet Inc

12 4. Setting Up Your Salesforce.com Credentials It is recommended that you input your Salesforce.com credentials first Go to Settings in the MME Command Ribbon Once you enter MME, you will see the main command ribbon at the top of the screen. Click on Settings Open Salesforce Integration Tab Walk through the three steps highlighted on the screenshot below Enter Salesforce username Enter Salesforce password Get Salesforce Security Token Scrolled down to the bottom of the page and click Save 4.3. Getting Your Salesforce Security Token There are two ways to get the Salesforce security token: find the last that you received from Salesforce.com the last time you changed your password (for most Salesforce users this will be in the last 90 days) or get a new security token by logging into your Salesforce account and go to Account->Setup. Single Match Set-Up Guide RAE Internet Inc

13 It is highly recommended that the user attempt to find the last security token he or she received from Salesforce.com so as not to disrupt other API-enabled applications using that security token. However, if you can t find the last security token that you received from Salesforce.com, follow the steps outlined below to get a new security token. Please beware that you will need to reset all you other API-enabled applications if you get a new security token Click on your Account Name and select Setup 4.4. Go to My Personal Information, select Reset My Security Token and click Reset Security Token button. Single Match Set-Up Guide RAE Internet Inc

14 4.5. You will receive a new security token by Open the from support@salesforce.com having the Subject Line Salesforce.com security token confirmation and cut and paste the new Security Token into MME (Salesforce Token textbox number 3) Copy the Security Token and paste it into the Salesforce Token textbox Go to the bottom of the page and Click on Save. Single Match Set-Up Guide RAE Internet Inc

15 4.7. Selecting Your Salesforce.com Matching Rules MME lets you pick your own personal Salesforce.com Matching Rules. Matching Rules enable you to configure MME to conform to the way you work Enable / Disable Contacts Enable / Disable Leads Enable / Disable Users Enable / Disable Accounts Enable / Disable Cases Go to the bottom of the page and click Save. Single Match Set-Up Guide RAE Internet Inc

16 4.8. Selecting Your Salesforce.com Other Services MME lets you set other parameters related to integration with Salesforce.com and Google Docs called Other Services. Single Match Set-Up Guide RAE Internet Inc

17 Enable / Disable Upload to to Salesforce Enable / Disable Use Google Docs Upload It is recommended that you Disable Use Google Docs Upload, unless you want all your attachments uploaded to Google Docs Enable / Disable -to-Case Save Single Match Set-Up Guide RAE Internet Inc

18 5. Setting Up Imports Once your Match My account is verified and your Salesforce.com credentials are set up, click Please Provide Information to set up import or go to the Import tab at the top of the screen in the Main Command Ribbon To Import from a new Account click +New 5.2. Select either Google Mail Account or Other IMAP Server If you have selected Other IMAP Server skip to Section Google Mail account also applies to Google Apps accounts. Follow the same import procedure. Single Match Set-Up Guide RAE Internet Inc

19 5.3. If you select Google Mail Account, then click Grant Access, otherwise skip to Section Click Authorize Service to establish Oauth credentials 5.5. Google will prompt you to Grant Access to the Match My application to access your Gmail account. Single Match Set-Up Guide RAE Internet Inc

20 5.6. You will get verification that you have successfully gotten Google Mail access tokens. Then click Please provide information again Click +New to set up your Google Mail IMAP import 5.8. Click Refresh Folders and the folder structure of your Google Mail account will appear in the Available Folders box. Single Match Set-Up Guide RAE Internet Inc

21 5.9. Three folder selection options are available. Selected, All, except Selected and All. Most users choose Selected Folder Selection Strategies. If Google Mail is your primary business account, most users select the INBOX and Sent Mail folders using the Add to Selected button. Single Match Set-Up Guide RAE Internet Inc

22 5.11. More Folder Selection Strategies. If Google Mail is not your primary business account or a personal account, many users select a Salesforce folder using the Add to Selected button. s are routed using rules and alerts into the Salesforce folder in Gmail for import into Match My Click the Save button to complete the Import Set Up. Match My will import new s from your Gmail or Google Apps account every twenty minutes and hold the for 45 days. s are reprocessed continuously for 45 days looking for new matches that are then uploaded to Salesforce.com. That means that you do not have to worry about s being logged into Salesforce.com if the s arrived in your Inbox before you have had a chance to set up a Salesforce.com record, be it a Lead, Contact, Opportunity, Account, Person Account or Case. Single Match Set-Up Guide RAE Internet Inc

23 5.13. Non-Google and Other IMAP Server or Service Imports. Setting up an account import from all non-google servers or services, such as Microsoft Exchange, Lotus Notes / Domino, Yahoo!, AOL, gmx.de, Network Solutions, GoDaddy, Communigate Pro, Sendmail, Open-Xchange, Zarafa, Zimbra, MailEnable, Qmail,etc. Click Please Provide Information to jump to the Import tab or go to the Main Command Ribbon at the top of the screen and click the Import tab To add and set up another Import from any Other IMAP server or service click +New Select Other IMAP server Single Match Set-Up Guide RAE Internet Inc

24 5.16. Set Up Other IMAP Server Import Fill in IMAP server host Select the port connection type and number Most services like the hosted Microsoft Exchange service in this example use Secure to dedicated port and port number Type in your regular username and password Single Match Set-Up Guide RAE Internet Inc

25 5.17. Click Refresh Folders Folder structure of your IMAP account will appear in the Available Folders box Three folder selection options are available. Selected, All, except Selected and All. Single Match Set-Up Guide RAE Internet Inc

26 5.19. Folder Selection Strategies Clicking on the Add to selected button moves a folder to the Selected Folders box. In this example, because the Microsoft Exchange account is a business account, the entire INBOX and the Sent Items folder are imported in Match My . For a personal account, users often just select a single folder specifically earmarked for that should be logged into Salesforce.com. This folder selection strategy give the user full control over the that is downloaded to the Match My cloud and subsequently uploaded to Salesforce.com. Only s that are routed to the Salesforce folder using rules and alerts are matched by MME. MME also includes the Ignore feature that tags specified addresses as irrelevant and excludes them from processing. Ignore works similar to the black list technologies used to block spam Click on Save to complete the Import set- up process. Single Match Set-Up Guide RAE Internet Inc

27 6. Adding a Match My Web Tab in Salesforce.com 6.1. Embedding MME in Salesforce.com Interface / Web Tab Click on your name (user menu drop down) Click Setup Under App setup click Create Single Match Set-Up Guide RAE Internet Inc

28 Click Tabs Next to Web Tabs click New Choose Tab Layout Single Match Set-Up Guide RAE Internet Inc

29 Choose Two Column Layout, Next Define Content and Display Properties Fill in Tab Name and Choose Tab Style from the Lookup Menu, Next Single Match Set-Up Guide RAE Internet Inc

30 For Button or Link URL, fill in Next Add to Profiles, Next Single Match Set-Up Guide RAE Internet Inc

31 Add to Custom Apps, Next, Save Successful Match My Tab Set-Up in Salesforce GUI Single Match Set-Up Guide RAE Internet Inc