Create Salesforce.com Objects Like Contacts and Leads Directly From Your Emails
Filed Under: Business, Media & Tech | Posted: 01/16/2013 at 7:35AM
Comments | Region: New York | United States
New Workflow Implemented In Match My Email Syncing And Logging Cloud Service Creates New Salesforce.com Objects Such As Leads, Contacts, Secondary Email Addresses, Opportunities, and Cases Using ‘Drag & Drop’ Email Information
Ardsley on Hudson, New York. January 14, 2013. Match My Email has released a new version of its cloud application, Match My Email, Version 2.6. The new version includes a major feature enhancement that our customer base has been clamoring for: Create and Match an Email to a New Salesforce.com Object. [We have always had ‘Select and Match to an Existing Salesforce.com Object’.] This new feature enables the end-user to create new Salesforce.com standard objects including Contacts, Contact Secondary Email Addresses, Opportunities, Cases and Leads on-the-fly. This create functionality is accessed directly inside Salesforce.com via the embedded Match My Email web tab, so it is easy to get to and use. Hovering over an email – Match or No Match — in the Type:Matches column opens a dropdown menu that allows the user to pick an object type.
Then the email and a web form are displayed side-by-side, so the web form can be populated with data from the email using simple one-click drag and drop. Since most emails today have signatures, emails typically contain the information needed to create a Salesforce.com object.
When the required* fields in the web form are filled in, then clicking OK creates a new Salesforce.com object populated with data extracted from the email using drag & drop.
The ‘create new object workflow’ further enhances the already world class productivity of Match My Email. Match My Email has been called the ‘ultimate efficiency application’ for Salesforce.com. Some people have characterized it as the ‘The Missing Piece of Salesforce.com’. It saves the average user 100 hours of manual drudgery per year. It is the only way to create a 100% complete email log in Salesforce.com.
The best way to experience the power of Match My Email is to schedule a short, live online demo with our demo master.
About RAE Internet (dba www.matchmyemail.com)
RAE Internet, Inc., founded in 2000 and headquartered in Ardsley on Hudson, N.Y., is the developer of Match My Email and the Mailspect line of products as well as a reseller of F-PROT Antivirus and Cloudmark Authority. Match My Email is the first fully automated email integration, syncing and logging cloud application for Salesforce.com. The Mailspect platform is used by email administrators at enterprises, email service providers, schools and governments to defend the email stream from malware, viruses and spam. Mailspect Defense integrates with the leading antivirus and antispam engines (i.e., Clamd, Cloudmark, ESET 3.0, F-PROT, Mailshell, Sophos and Spamassassin). Mailspect Archive enables organizations to comply with email retention regulations.
Contact Info: Simone Duncan, info (a) matchmyemail.com