This detailed, step-by-step guide is designed to walk you through the complete process of installing and initially configuring the Kemicard Digital & Membership Cards or Wallets manage package(also referred to as Kemicard). This installation specifically targets a Salesforce Sandbox environment, which is the recommended practice for all initial deployments and testing.
Locating the Kemicard Package on Salesforce AppExchange
- Navigate to the Kemicard listing on the Salesforce AppExchange.
- Click on “Get it now”.
- Log into a Salesforce or Trailblazer account.
- Confirm detail and select the checkbox to agree terms and conditions
- Click Visit Provider
- Initiate External Installation: Click the Visit Provider button. This action will redirect you to the provider’s official installation website, where the installation process is managed.
Initiating the Installation Process for Your Sandbox Environment
After being redirected to the provider’s specialized installation portal (usually install.kemicard.app), you must carefully select the product and ensure the installation is targeted at a non-production environment.
- Select the Product for Salesforce: On the installation landing page, you will be presented with various product options. You must explicitly click on: “Kemicard digital wallet membership pass for Salesforce” to confirm you are installing the correct integration for your Salesforce instance.
- Review Package Details: Click “Kemicard view details” link. This provides access to comprehensive product documentation, release notes, security information, and feature lists, allowing you to thoroughly review what you are about to install.
- Start the Login and Installation Flow: Click the prominent “Login to Install” button. This action will initiate the secure connection and authentication process with Salesforce.
Environment Selection
(Sandbox):
Before proceeding, ensure you are installing into the appropriate environment. If this is your first time performing the installation, it is strongly recommended to choose a sandbox (non-production) environment. This allows you to safely validate the setup and configuration without impacting live data or operations.
Only select a production environment once you have fully tested and confirmed the installation in sandbox.
Authenticate:
- Enter your Sandbox credentials (username and password) to authenticate your account.
- Click the Login to sandbox button.
- Grant Permissions: Click “Allow” to grant the necessary permissions for the installation to proceed.
Install the Package:
After authentication, you will be redirected back to the installation portal.
- Switch back to the Kemicard installation website.
- Click the “Install” button to begin deployment.
- Once the process initiates, you can click “View Org” or open a new window to access the Salesforce org where Kemicard is being installed.
Verify Installation and Configure Named Credentials
After the installation completes, you must verify the package and update authentication settings within Salesforce Setup.
Verify Package:
- In your Salesforce Sandbox, click Setup to open the configuration menu.
- Use the Quick Find search box and enter “installed packages”.
- Click on Installed Packages to view the list of packages in your org.
- Confirm that Kemicard matches the version number selected in the previous step.
Update Named Credentials:
- In the Quick Find box, enter “Named Credentials”.
- Click “Named Credentials” to manage authentication settings.
- Locate and click on “Kemicard App” to view its details.
- Click “Edit” to modify the settings.
- Update the authentication details by clicking the username field and entering your password to update the credential securely. Please use the below credentials:
- Username: kemicard.trial@kemisoft.com
- Password: Fh4qgduMxXa2nKR0
- Note: These credentials are for trial purposes only and will expire in 30 days.
- Permanent production access will be issued during your formal onboarding.
- Click “Save” to apply these changes.
Authorize the Kemicard App
The final stage involves authorizing the application for use within the Salesforce user interface.
- Open App Launcher: Click the App Launcher (the grid icon) in the top left corner.
- Search for App: Type “Kemicard” in the search box to filter results.
- Launch Application: Click “Kemicard” to open the application.
- Access Console: Click the “Kemicard Console” tab to open the main management interface.
- Authorize User: Click the button labeled “Authorize Kemicard” user to initiate the permission grant.
- Confirm Access: You will be redirected to a Salesforce authorization page. Click “Allow” to finalize the authorization and complete the installation process
Pass Generation:
To generate membership passes using Salesforce Kemicard, you will learn how to manage contacts, update membership details, and send passes effectively.
1. Access Kemicard Passes Section
Click “Kemicard Passes” to open the passes management area within Salesforce.
2. Select Contact Phoebe Buffay
Click “Phoebe Buffay” to open the contact’s detailed information page.
3. View Contact Details
Click “Details” to access detailed information about the selected contact.
4. Access Additional Options
Click here to reveal more options related to the contact’s information.
5. Open Email Field
Click “Email” to focus on the contact’s email address field.
6. Enter Contact Email Address
Enter your email address in the email field to update the contact’s email information.
7. Save Contact Changes
Click “Save” to apply and save the updated membership details for the contact.
8. Send Membership Pass
Click “Send Membership Pass” to initiate sending the pass to the contact via email.
9. Refresh Contact and Confirm Contact Details
Wait for a couple of seconds and refresh the page and Click the “Details” tab to ensure all contact information is accurate and up to date.
10. Confirm the pass is generated
Confirm pass is generated by checking “Membership Pass” is generated and also check if Apple Wallet Pass URL and Google Wallet Pass URL is generated.
11. Once the pass is generated, you will receive an email with pass downloadable links
12. Sample passes installed on Google/iOS devices:
Conclusion
This concludes the installation and setup of Kemicard Digital Pass for Salesforce. You have successfully generated and sent membership passes using Salesforce Kemicard.
To learn more about some of Kemicards other features, you review the following documentation sets:
