In this article:

• Where is it?
• Enabling the integration in Salesforce
• Enabling the integration in MeetMax
• Your Salesforce security token

Where is it?

Once it’s enabled, you’ll manage the integration from the Configure tab:

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Enabling the integration in Salesforce

First, you’ll set up a Connected App in your Salesforce account.

Step 1. Go to Setup mode:

Step 2. On the Setup page, use the Quick Search to find App Manager. Click the link to open that page:

Step 3. Head to the top right corner of the App Manager page. Click New Connected App:

Step 4. In the Basic Information section, enter these details:

 • The Connected App Name (MeetMax)

 • API Name (MeetMax)

 • Your Contact Email

You can leave the rest of the fields blank.

Step 5. In the API (Enable OAuth Setting) section, click the Enable OAuth Settings checkbox.

A Callback URL box will appear. Paste in the following URL:

https://www.meetmax.com/sched/oauth/salesforce_callback

Step 6. In the Available OAuth Scopes box, select the four scopes below, one by one. Click the Add button to move each one into the Selected OAuth Scopes box:

 • Access the Identity URL service (id,profile, email, address,phone)

 • Manage user data via APIs (api)

 • Manage user data via web browsers (web)

 • Perform requests at any time (refresh_token, offline_access)

You can leave all other fields in their default state.

Step 7. Scroll to the bottom of the page and click Save:

Step 8. Click Continue to return to the Connected App’s page. Head to the API (Enable OAuth Settings) section.

Click the Manage Consumer Details button:

Depending on your Salesforce account setup, you might need to complete an authorization step at this point.

Step 9. Salesforce will reveal two pieces of information you’ll need to paste into MeetMax:

 • OAuth Consumer Key

 • OAuth Consumer Secret

Leave this tab open while you go to your MeetMax account.

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Enabling the integration in MeetMax

Step 1. In MeetMax, head to the Configure tab. Choose Event Settings, then Enable Features:

Step 2. Scroll down to the Integrations section of the page. Under Do you wish to integrate with Salesforce, click Yes:

Step 3. Scroll to the bottom of the page and click Save:

Step 4. Back at the top of the page, you’ll see a new option in the Event Settings menu. Click either Salesforce link to head to the integration settings:

Step 5. On the Salesforce settings page, you’ll:

• Paste in the OAuth Consumer Key and OAuth Consumer Secret from Salesforce.

• For Username, add your Salesforce account email address

• Add your Salesforce password

• Add your Salesforce security token to the end of your password (See the section below for details.)

• Indicate whether you’re connecting to a Salesforce Sandbox instance or not.

Step 6. Ignore the Campaign Details section for now, and click Save:

Learn more about how MeetMax integrates with your Campaign here.

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Your Salesforce security token

To connect the integration, you’ll need to add your Salesforce security token to the end of your Salesforce password, as shown above.

If you already know your security token, you can paste that at the end of your password.

If you don’t have your current security token, you can reset it and get a new one to paste in. Follow Salesforce’s steps to reset your token.

What’s Next?
Now that the integration is connected, you can:

• Associate a Salesforce Campaign with this MeetMax event
• Import Attendees to MeetMax
• Import Companies, Company Contacts, and Company Reps to MeetMax