In this article:

• Where is it?
• How MeetMax associates Company records
• Importing a Company from Salesforce
• Importing a Company Contact
• Importing Company Reps

Where is it?

Once you’ve connected the integration, you’ll see a new Salesforce Lookup option in the Companies tab:

To import Company Contacts and Company Reps, you’ll start from the Company List:

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How MeetMax associates Company records

MeetMax accesses Account records in Salesforce. Once imported to MeetMax, they’re known as Company records.

The Salesforce Contacts you’ve associated with an Account record can become either (or both) of these user roles in MeetMax:

• Company Contact: An Admin role for an organization's MeetMax account
• Company Rep: An affiliated role that participates in 1x1 meetings for the organization

Company Contact and Company Rep records are associated with their parent Company record in MeetMax, similarly to how you’d associate records in Salesforce.

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Importing a Company from Salesforce

You’ll first import the Account’s record to create a Company record in MeetMax. Then you’ll import the associated personnel.

Step 1. Head to the Companies tab. Choose Salesforce Lookup:

Step 2. Next, you’ll search your Salesforce database for the Account you need to import. Choose a search option from the menu:

Step 3. We’ll search for a Company Name here. MeetMax will find the likeliest matching Account records in Salesforce:

Step 4. Click the Import button:

Step 5. You’ll now see a pop-up with your Company registration form. MeetMax has populated it with data from Salesforce.

You can make any edits you need. If your form has any required fields (like the Username field below), be sure to add data to those.

Click Submit to save the new registration:

Step 6. You can now use the submenu to head to the Company List. You’ll see the new registrant there:

Learn more about working with the Company List here.

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Importing a Company Contact

Once you’ve imported the Company to MeetMax, you can assign roles to the associated users.

First, we’ll designate a main Company Contact - the person who’ll have admin access to this Company account in MeetMax.

Step 1. Head to the Company List page:

Step 2. Filter the list to locate the Company you’ve imported. Then use the Action menu to choose Contact:

Step 3. On the Contact page, you’ll see that the Company Contacts fields are empty. Click the Import from Salesforce link:

Step 4. You’ll see a pop-up, displaying all of the Contacts that are associated with this Account in Salesforce. Click the checkbox for the person you’d like to designate as the main Company Contact for MeetMax.

Click Submit:

You can click more than one checkbox to designate multiple Company Contacts if you like.

Step 5. Now that the Company Contact is imported, click Save:

The new Company Contact will get an email notification from MeetMax with their login information.

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Importing Company Reps

In MeetMax, Company Reps are registered attendees who participate in 1x1 meetings on behalf of their Company.

Step 1. Head to the Company List page:

Step 2. Filter the list to locate the Company you’ve imported. Then use the Action menu to choose Company Reps:

Step 3. On the Company Reps page, click the Import Rep from Salesforce button:

Step 4. You’ll see a pop-up, displaying all of the Contacts that are associated with this Account in Salesforce. Click the Import button for any person you’d like to designate as a Company Rep:

You might notice that the person we just designated as Company Contact is listed here. You can make anyone both a Company Contact and a Company Rep. It depends on how many people need admin access to the Company’s MeetMax account.

Step 5. You’ll now see the registration form for this person. You can make any edits you like. If you have any Required fields (like the Username field below), make sure they have data in them. Then click Submit:

The Company Rep will get an email from MeetMax with their login details.

If you’d like to import more Company Reps, repeat these steps.

What’s Next?

Now that you’ve imported Companies and their personnel, you can:

• Import Attendees from Salesforce
• Find any Company records that aren’t yet connected with a Salesforce record