This page contains the setup guide and reference information for the Salesforce integrations.

Prerequisites

An active Salesforce account with the list of objects (ensure you have access, especially if you are not the owner)

Setup guide

Step 1: Configuring Salesforce for Swapcard Integration

To connect Swapcard with Salesforce and enable data synchronization, you need to configure a Connected App in your Salesforce instance. This Connected App provides the authentication credentials (Consumer Key and Consumer Secret) required for secure API communication.

Follow the steps below:

1. Log in to Salesforce

Open your Salesforce instance (e.g., https://login.salesforce.com or your custom domain).
Enter your username and password to sign in.

2. Navigate to App Manager

In the top-right corner, click on the gear icon ⚙️ and select Setup.
In the Quick Find search bar (left-hand panel), type App Manager.
Under Platform Tools → Apps → App Manager, click App Manager.

3. Locate or Create a Connected App

If you already have a Connected App for this integration, select it.
If not, create a new Connected App:

Creating a New Connected App

Click New Connected App (top-right).
Enter the following information:
- Connected App Name: e.g., Swapcard Integration
- API Name: Auto-filled (can be customized)
- Contact Email: Enter a valid admin/support email
Under API (Enable OAuth Settings), check ✅ Enable OAuth Settings.
Provide a Callback URL
Under Selected OAuth Scopes, add the following:
- Full access (full)
- Manage user data via APIs (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)
Scroll down and click Save.
Allow a few minutes for the Connected App to be fully registered.

4. Enable Flows for Authentication

Open your Connected App and click Edit.
Under API (Enable OAuth Settings):
- Ensure the required OAuth scopes are selected (as listed above).
- Enable the following authentication flows:
  - ✅ Authorization Code Flow
  - ✅ Client Credentials Flow (if available in your Salesforce edition)

5. Verify User Permissions

Ensure that the user creating or managing the Connected App has the necessary administrative permissions to:
- Modify applications
- Manage API access

6. Retrieve Consumer Key and Secret

Go to your Connected App.
Under API (Enable OAuth Settings), click Manage Consumer Details.
Salesforce will ask you to verify your identity (via email or SMS code).
Once verified, Salesforce will display your:
- Consumer Key → acts as the client_id
- Consumer Secret → acts as the client_secret

⚠️ These values are required when configuring the integration in Swapcard. Keep them secure and do not share them publicly.

✅ At this point, your Salesforce environment is ready to be connected to Swapcard. Provide the Consumer Key, Consumer Secret, and necessary Salesforce instance details in the Swapcard integration settings to complete the setup.

Step 2: Set up the Salesforce integration in Swapcard

Sign in to your Swapcard account.
Navigate to your Event page within the Communities section.
In the left navigation bar, go to Event Builder, then select Integrations.
On the integration selection page, choose Salesforce from the list of integrations.
To activate the integration, you will need three parameters, and these will be supplied by GL events.
1. Consumer key
2. Consumer secret
3. Hostname
Select your event for integration - The integration displays all events your account has access to, including upcoming and past events.

Your Salesforce event has been successfully linked with your Swapcard event.

You have the flexibility to adjust your integration settings according to the specific data requirements. It's crucial to highlight that the synchronization will only begin when you manually start the integration process and finish the necessary mapping.

Supported sync modes

The Salesforce integration supports the following sync modes :

Feature	Supported?
Full Refresh	Yes
Incremental Sync	Yes

Salesforce documentation is accessible here.

Capturing deleted records

Salesforce integration does NOT capture deletions for records.

When a record is deleted on Salesforce, it needs to be MANUALY deleted on Swapcard accordingly.

Configuring Unique identifier (Client ID) for Salesforce Objects

Client ID in swapcard serves as the unique identifier for each record within a specific Salesforce object.
When configuring your integration, you will define this in the Mappings area by selecting which Salesforce field should act as the Client ID for that object.

This step is mandatory because Swapcard requires a unique value for every record in order to correctly associate and synchronize data between Salesforce and Swapcard.

Enhancement

Please be aware that any enhancements to this integration, which encompass any requirements not covered by the existing integration state, will be subject to custom development processes and associated costs.