Marc Benioff has always had something against email. For years, he has disparaged email as a business communications tool. The net effect of his hatred of email is that Salesforce has never made the investments necessary to offer leading edge email integration.
Luckily, Marc also had the foresight to launch the AppExchange; a place where third party app vendors could fill in the gaps in Salesforce’s product line. One ISVForce company, Match My Email, stepped up and developed the most sophisticated, yet easy to use, custom Salesforce email integration app.
This is a link to a humorous cartoon explaining Match My Email ‘s custom integration algorithms.
Note that this start-up has been using Einstein in their branding for years.
Salesforce users can now sync emails to custom reports based on custom matching algorithms
Salesforce.com has built its email syncing tools around email address matching to a primary record (like a Contact) and then roll-ups or roll-downs to other records (like Accounts). This simple email logging method works well for small companies selling directly to consumers. But for B2B or indirect sales process, email address matching has too many limitations. For example, it doesn’t work if a vendor has multiple deals open for the same person or the customer team is constantly changing or if the emails of people who are not in Salesforce need to be tracked and archived.
To solve more sophisticated email integration requirements, the email matching algorithms needs to be extended to include, some combination of,
A. domain matching,
B. subject line word matching and/or
C. body tagging.
Match My Email offers custom email integration to standard and custom records in Salesforce. Its customization tools are based on a scripting language (that is an abstraction of APEX) that makes it easy to specify which record-types emails need to associated with. The scripting language defines rules that are communicated to the Match My Email Cloud where emails are automatically processed and synced to Salesforce.
Match My Email has been offered on the AppExchange for five years. It is seasoned app with a 4.9 out of 5.0 rating and excellent reviews. The app is Lightning Ready, Salesforce1 Ready and Classic Ready. It works with all Salesforce Editions. Match My Email is cloud technology based on the IMAP standard so it is fully automated and always on. It can sync email from Outlook, Exchange, Gmail, Google Apps, MacMail, GoDaddy, Rackspace, Intermedia and 40+ other IMAP compatible email systems.
The best way to see the power of Match My Email is to schedule a Live Demo by using the scheduling tool on the web site. http://www.matchmyemail.com/schedule-your-live-demo/