Mimecast for Salesforce

Document created by user.zL0FB6L9lN Expert on Oct 10, 2017Last modified by user.zL0FB6L9lN Expert on Oct 10, 2017
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For Mimecast customers that use Salesforce, it is possible to embed Mimecast Archive search within the Salesforce platform. This allows users to perform archive searches for emails that match search criteria, contacts and company (account) domain names. The integration is delivered through a Mimecast application for Salesforce. The integration has the following features:

  • Mimecast Email Archive search from the Salesforce User Interface (UI). The following search types are available:
    • Free text
    • Using email addresses of Salesforce contacts
    • Using domains of Salesforce accounts
    • With subject, date / time, and “has attachment” filters
  • Contextual widgets that can be added to Contact and / or Account pages to automatically display email between the logged in user and the contact / account

If the user has SAML authentication enforced you will not be able to login and you will not be able to use the integration. Mimecast native 2-Step authentication is supported.

How to install the integration

 

  1. Login to your Salesforce Org.
  2. Open the application installation URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf40000015C0P 3.
  3. Select installation type:
    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles
  4. Grant access to Mimecast endpoints by ticking the “Yes, grant access to these third-party web sites” checkbox.
  5. Click Continue.
  6. Click Done

 

Launch the integration

 

Once installed the application is launched from the Salesforce app launcher:

 

Lightening experience:

 

 

Classic experience:

 

 

 

Login

 

Once launched the app is available to use, in the Lightening experience as a Tab or in the main window in the classic experience. The first task for the user is to login to Mimecast, this is a one-time operation (unless the user’s password changes, when they will need to login again).

 

If the user has SAML authentication enforced you will not be able to login and you will not be able to use the integration. Mimecast native 2-Step authentication is supported.

 

Once authenticated with Mimecast you can then start searching the archive:

 

The user can use simple keywords here as well as all of the advanced search syntax’s supported by any Mimecast application. Examples of these are documented in the Mimecast for Outlook: Search Criteria guide.

 

Search by Contact

 

Switching the search mode into Contact search using the dropdown on the left provides an additional text box filter that users can use to search for Salesforce contacts. This text box searches against contacts found in Salesforce. Once the desired contact is found and selected the search box is automatically populated with the contacts email address.

 

When you run this search all messages between the logged in user and the contact’s email address are returned.

 

 

Search by Account

 

Switching the search mode into Account search using the dropdown on the left provides an additional text box filter that users can use to search for Salesforce Accounts. This text box searches against Accounts found in Salesforce. Once the desired Account is found and selected the search box is automatically populated with the domain found in the website field of the Account.

 

When you run this search all messages between the logged in user and the account’s email domain are returned.

 

Search filters

 

All search types support filters. The available filters are:

 

  • Subject
  • Date / time
  • Has Attachments

 

 

Viewing search results, messages, and attachments

 

When running a search, a message list will display:

 

 

Selecting a message will open the message content in a new tab:

 

 

Attachments are displayed at the bottom of the screen. When selected the file is downloaded to the user’s local machine.

 

Add Widget to contact / accounts page

 

Contact and Account search widgets are available to added to the respective page in the Salesforce UI.

 

When the widget is added to the contacts page the widget will display all messages between the logged in user and the email address of the contact being viewed.

 

When the widget is added to the accounts page the widget will display all messages between the logged in user and the domain of the website field on the account being viewed.

 

To add the widget:

 

  1. As a Salesforce administrator, switch to Salesforce classic view
  2. Open any contact or account record
  3. Click Edit Layout
  4. In the Content Layout section of the edit page, click VisualForce Pages
  5. Drag the ContactObjectSearch / CompanyObjectSearch widget to the area of the page you want the widget to display.
  6. Save the Layout.

 

Now when users open Contact / Account pages they will see the widget where you placed it on the page:

 

The widget is limited to 200px in height by Salesforce.

Web Browser Compatibility

 

  • Google Chrome
  • Firefox
  • Safari
  • Microsoft Edge
  • Microsoft Internet Explorer is not supported due to limitations imposed by Salesforce lightening components.

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