Quick Set Up Guide for Users: Salesforce Authentication & Importing

Transcription

1 Quick Set Up Guide for Users: Salesforce Authentication & Importing Once a Match My (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 credentials. Users MUST set up their own Salesforce Account Authentication and importing as described below. 1 Log in to Match My 1.1 Point your browser to 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 Otherwise, enter address and 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. 2.2 If your role is a Domain Admin, you may already see some integration settings for other Users listed as in screenshot below. As an End User, you will see no other settings. Both roles should click New. RAE Internet, Inc Quick Set Up Guide for Users ver

2 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 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. 2.4 For Organization Type: choose Production. (Sandbox is only selected when MME has been installed in a Sandbox testing environment for Enterprise or Unlimited editions). Click Next.

3 2.5 You should be bounced to Salesforce.com for next steps. If you see the red text as in screenshot below, please enable pop-ups for 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 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 modify Matching rules, as well as Upload rules. Click the + sign to expand Matching Rules options.

4 2.8 For Matching Rules, we recommend you uncheck Match Users and, if you do not use Cases, Match Cases. You can also disable matching to any other objects you do not use as directed by the Match My Cloud Admin that set up your account. If you are using Salesforce-Contact Manager edition, ONLY check Match Contacts. If you are using the SingleMatch version of MME, also uncheck Match Opportunities. Click the + sign to expand Upload Rules options.

5 2.9 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 Click Save. 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. 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. 3 Setting Up Imports 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. Users NOT using Google Mail can skip to Section 3.2. Users with Google Mail (Gmail) may choose to follow the steps immediately following in Section 3.1 to set up Google Mail Integration using Google OAuth. The advantage is that future changes to passwords are automatically authenticated,

6 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 In the 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 Back at MME screen, click Save. 3.2 ALL USERS need to set up importing. Click Please Provide Information or in the MME Menu Ribbon click Import.

7 3.3 Click +New 3.4 In Import settings screen, fill in fields based on guidelines below: 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 Non-Gmail Users 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 Username should be account from which you want to import. Password is for this 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. 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

8 more details on folder selection, visit or 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 Messages and MME Adding these Web Tabs allows quick access to the MME User Interface and to a view of all Messages that have been uploaded into Salesforce.com. 4.1 Click the + sign on web tabs bar (at right of Home, Leads, )

9 4.2 Click "Customize My Tabs" (button positioned in the right side) 4.3 Select " Messages" and "Match My " from Available tabs and move them to Selected tabs using Add >. 4.4 Click Save.