Meeting Purposes and Plans

This section of our documentation goes through the different meeting purposes and how they are grouped together as well as how these values communicate back to the Salesforce event once a participant books.

All accounts start off with 8 default meeting purposes as shown in the screenshot below:

These meeting purposes all map back to specific values on the "Meeting Purpose" dropdown on an event in Salesforce.

Further if you click the "View" button next to any of these meeting purposes, you'll go into their profile view and you'll see that these meeting purposes are all assigned a Salesforce Sync Value:

The Salesforce Sync Value maps back to the "Event Type" dropdown on an event in Salesforce.

Meeting Purposes are grouped together in Plan types:

At the onset of your account, all the original 8 meeting purposes were assigned to any plan type that your account had. If you add a new meeting purpose, then you'll need to update your existing plan to include that new meeting purpose. If you account has changed and a new plan has been added to it, please read our documentation on how to establish a new plan type. Alternatively, maybe you have removed a plan type from your account's offerings. If that's the case, please read our documentation on how to remove a plan type.