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 External Client App in your Salesforce instance. This External Client 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 External Client App Manager.
Under Platform Tools → Apps → External Client App, click External Client App Manager.

3. Locate or Create a External Client App

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

Creating a New External Client App

Click New External Client App (top-right).
Enter the following information:
- External Client App Name: e.g., Swapcard Integration
- API Name: e.g., Swapcard Integration (Can be same as ECA Name but can be customized also)
- Contact Email: Enter a valid admin/support email
- Distribution State: Local (recommended)
Under API (Enable OAuth Settings), check ✅ Enable OAuth.
Provide a Callback URL
Under 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)
Under Flow Enablement, check mark Enable Client Credentials Flow
Scroll down and click Create.
Allow a few minutes for the External Client App to be fully registered.

4. Enable Flows for Authentication

Open your External Client App and click Edit Settings.
Under API (Enable OAuth Settings):
- Ensure the required OAuth scopes are selected (as listed above).

5. Verify User Permissions

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

6. Retrieve Consumer Key and Secret

Go to your External Client App.
Under Settings -> OAuth Settings, click on Consumer Key and Secret.
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 :
1. Consumer key
2. Consumer secret
3. Hostname
To find the current Hostname, follow these steps:
- In the top-right corner, click on the gear icon ⚙️ and select Setup.
- In the Quick Find search bar (left-hand panel), type My Domain.
- Under My Domain Details , you will find Current My Domain URL. This URL will be the hostname you will need to enter in Swapcard Hostname parameter.
If prompted, 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 MANUALLY 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.