In this article:

• Where is it?
• Adding a CRM ID column
• Filtering for unconnected records
• Connecting a record

Where is it?

You’ll be working in the Attendee List and Company List:

We’re assuming here that you’ve already: 

• Connected the integration.
• Completed your import of Attendee and Company records from Salesforce.

Once these steps are done, you're ready to verify that every record in your MeetMax event has a connected Salesforce record.

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Adding a CRM ID column

We’ll demonstrate this process in the Attendee List, but it's exactly the same in the Company List.

Step 1. Head to the Attendee List:

Step 2. Go to the Columns tab. Add the CRM ID column to the list, then click Apply:

Step 3. With this column added, you can easily see the Attendee records that aren’t connected to a Salesforce record. 

They’ll be missing a CRM ID number:

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Filtering for unconnected records

You can view all of the unconnected records at once by filtering the Attendee List.

Head to the Filter tab. Add a filter for CRM ID is blank:

The resulting list contains only unconnected records. In the next section, you’ll connect them to Salesforce.

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Connecting a record

In this example, we’ll look up Jeremy Exemplar. In Salesforce, Jeremy’s Contact record is associated with the Account record for Bank of Colorado.

Step 1. Click the Lookup link:

Step 2. You’ll now see a pop-up, displaying the Salesforce records that most likely match this MeetMax record.

Find the matching record and click the Select button:

Our integration searches for Company name matches first, then First/Last name, then email domain. This pop-up displays the best available matches for the record you’re looking up.

Step 3. This record now has a CRM ID number, so you know it’s connected to the Salesforce record: