1. Overview

The Bulk Actions Generate Passes feature in Kemicard Console allows administrators to create multiple digital passes simultaneously using predefined templates and contact data from Salesforce reports. This powerful tool streamlines the pass generation process, enabling efficient distribution of credentials for events, access control, or identification purposes.

Key Benefits:

• Generate multiple passes at once from a single report

• Use customizable pass templates for consistent branding

• Automate pass creation to save time and reduce manual effort

• Integrate seamlessly with Salesforce contact data

• Real-time validation ensures data integrity

2. Accessing Bulk Actions – Generate Passes

To access the Generate Passes bulk action feature:

1. Navigate to Salesforce and log in to your Kemicard account

2. Click on the “Kemicard Console” tab in the main navigation bar

3. In the left sidebar under “Kemicard Admin”, locate and click on “Bulk Actions”

4. You will see the Bulk Actions homepage with two main options:

   • Generate Passes – Generate multiple passes at once using information from reports

   • Send Messages – Quickly compose and deliver push messages in bulk

5. Click on the “Generate Passes” card to begin the pass generation workflow

3. Step-by-Step Workflow: Generating Passes

3.1 Step 1: Select Template

The first step in the Generate Passes workflow is selecting the appropriate pass template:

1. After clicking “Generate Passes”, you’ll see the Configurations screen with a progress indicator

2. The interface shows “Select Template” with a search field

3. Type the template name to search (e.g., “Film Studio”)

4. A dropdown will appear showing matching templates:

   • Template Name: Film Studio

   • Type: Pass Template

5. Click on the template to select it

6. The selected template will appear in a blue pill-shaped indicator

7. Click “Next” to proceed to the report selection step

Note: Pass templates must be created in advance through the Kemicard Template Builder before they can be used in bulk actions.

3.2 Step 2: Select Report and Validate Data

The second step involves selecting the Salesforce report containing contact data:

1. The screen changes to “Report Selection & Validation”

2. In the “Select Report” field, type the report name to search

3. Example report: “Contacts for Pass Generation Custom”

4. Select the report from the dropdown

5. Once selected, choose the record ID column from the report

   • Typically this will be “Contact ID”

   • Use the dropdown to select the appropriate ID field

6. The system performs automatic validation with two key checks:

   • Object Match: Verifies that the object configured in the template matches the object associated with the selected report (indicated by a green checkmark)

   • Id Field Present: Confirms that the record ID column for the object configured in the template is present in the selected report (indicated by a green checkmark)

7. Both validation checks must pass before proceeding

8. Click “Next” to continue to the review step

3.3 Step 3: Review and Confirm

The final step before generating passes is to review all configuration details:

1. The “Review” screen displays a summary of your selections:

   • Pass Template: Shows the selected template name (e.g., “Film Studio”)

   • Report: Displays the selected report name (e.g., “Contacts for Pass Generation Custom”)

   • Number of Records affected: Indicates how many passes will be created (e.g., “1”)

   • Number of records to be updated: Shows if any existing passes will be updated because the current template is different than the selected template

2. Review all information carefully to ensure accuracy

3. If you need to make changes, click “Back” to return to previous steps

4. When ready, click the blue “Generate” button to initiate the pass generation process

5. A confirmation dialog will appear:

   • Message: “By initiating this batch, you will process 1 Pass(es) at once. Once started, the action cannot be stopped or undone. Please confirm.”

   • Click “OK” to confirm and proceed

   • Click “Cancel” to abort the process

3.4 Step 4: Job Status & Results

After confirming the generation, the system processes the batch job:

1. The screen transitions to “Job Status & Result” showing:

   • A circular progress indicator displaying completion percentage (e.g., “100%”)

   • Total Records Processed: The number of records processed (e.g., “1”)

   • Successfully Completed: Count of successfully generated passes (e.g., “1”)

   • Failed: Number of failed attempts (e.g., “0”)

   • Status: Current job status (e.g., “Processing” or “Completed”)

   • Job Id: A unique identifier for tracking the job (e.g., “707cb00000t365LAAQ”)

2. The progress bar fills as the system processes each record

3. When complete, the circle shows 100% and all statistics are finalized

4. A “Generate More Passes” button appears, allowing you to create additional passes

5. The job remains accessible for audit and troubleshooting purposes

Success Confirmation:

• When “Successfully Completed” equals “Total Records Processed” and “Failed” is 0, the generation was successful

• All passes have been created and are now available to contacts

• Contacts can access their passes through their mobile wallet applications

4. Post-Generation Verification

After successfully generating passes, it’s crucial to verify that the pass was created correctly and all components are functioning. This section documents the verification process using contact ID: 003cb00000RlAZ4AAN (Phoebe Buffay) as an example.

4.1 Verifying Wallet Pass URLs

Navigate to the contact record to verify that wallet pass URLs have been generated:

1. Open the contact record: 003cb00000RlAZ4AAN (Ms. Phoebe Buffay)

2. Click on the “Details” tab

3. Scroll down to the “Membership Pass Details” section

4. Verify the following:

Apple Wallet Pass URL:

• The field should contain a complete URL starting with “https://sit.api.kemicard.app/api/v2/request/…”

• Format: https://sit.api.kemicard.app/api/v2/request/[OrgID]/v1/passes/pass.com.kemisoft.kemicard.default/[SerialNumber]

• Status: ✓ Generated

Google Wallet Pass URL:

• The field should contain a complete URL starting with “https://pay.google.com/gp/v/save/…”

• This is a JWT token-based URL that contains encoded pass information

• Status: ✓ Generated

Membership Pass:

• Pass record link displayed: “Film Studio – Phoebe Buffay”

• Click the link to view the full pass details

• Status: ✓ Pass record created and linked to contact

• Generate multiple passes at once from a single report

• Use customizable pass templates for consistent branding

• Automate pass creation to save time and reduce manual effort

• Integrate seamlessly with Salesforce contact data

• Real-time validation ensures data integrity

4.2 Checking Device Installation Metrics

Device installation metrics track how many users have added the pass to their mobile wallets:

1. Navigate to the contact’s “Details” tab

2. Locate the “Installation Details” section

3. Verify the following metrics:

Number of iOS Device Installations:

• Expected value: 1 (or the actual number of iOS devices that installed the pass)

• This counter increments each time a user adds the pass to Apple Wallet

• Status: ✓ Verified – 1 iOS installation recorded

Number of Android Device Installations:

• Expected value: 1 (or the actual number of Android devices that installed the pass)

• This counter increments each time a user adds the pass to Google Wallet

• Status: ✓ Verified – 1 Android installation recorded

These metrics help track:

• Pass adoption rate among contacts

• Platform preference (iOS vs Android)

• Overall engagement with digital passes

• Installation success rate after pass generation

1. Navigate to Salesforce and log in to your Kemicard account

2. Click on the “Kemicard Console” tab in the main navigation bar

3. In the left sidebar under “Kemicard Admin”, locate and click on “Bulk Actions”

4. You will see the Bulk Actions homepage with two main options:

   • Generate Passes – Generate multiple passes at once using information from reports

   • Send Messages – Quickly compose and deliver push messages in bulk

5. Click on the “Generate Passes” card to begin the pass generation workflow

5. Best Practices and Tips

Template Preparation:

• Design and test templates thoroughly before using them in bulk actions

• Ensure template fields match the data available in your Salesforce reports

• Use consistent naming conventions for easy identification

• Verify template appearance on both iOS and Android devices

Report Configuration:

• Create dedicated reports specifically for pass generation

• Include only the contacts who need passes to avoid unnecessary processing

• Ensure Contact ID is included in the report

• Test reports with small batches before processing large volumes

• Keep report criteria up to date to reflect current needs

Data Quality:

• Verify contact information is complete and accurate

• Check for duplicate records before generating passes

• Ensure required fields for the template are populated

• Clean data regularly to maintain database integrity

Batch Processing:

• For large volumes, consider splitting into smaller batches

• Monitor job status during processing

• Review job ID for troubleshooting if issues arise

• Document batch processes for audit purposes

6. Conclusion

The Kemicard Console Bulk Actions Generate Passes feature provides a powerful and efficient way to create digital passes at scale. By following the step-by-step workflow outlined in this documentation, administrators can streamline pass distribution while maintaining data integrity through automated validation.

Key Takeaways:

• The workflow consists of four clear steps: Template Selection, Report Selection & Validation, Review, and Job Status

• Real-time validation ensures compatibility between templates and reports

• The system provides comprehensive tracking through job IDs and status monitoring

• Success is easily confirmed through the completion statistics

With the Film Studio template example and best practices provided, you’re now equipped to efficiently generate passes for your organization’s needs using the Kemicard Console Bulk Actions feature.