With Kemicard installed and authorized, this walkthrough takes you from a Salesforce contact to a live membership pass on a phone — managing the contact, updating membership details, and sending the pass, step by step.
1. Access the Kemicard Passes section
Click “Kemicard Passes” to open the passes management area within Salesforce.
2. Select the contact (Phoebe Buffay)
Click “Phoebe Buffay” — the sample contact — to open the contact's detailed information page. In your own org, this is any Contact you want to issue a pass for.
3. View contact details
Click “Details” to access detailed information about the selected contact.
4. Access additional options
Click the expand control to reveal more options related to the contact's information.
5. Open the email field
Click “Email” to focus on the contact's email address field.
6. Enter the contact email address
Enter your own email address in the email field — that's where the pass will be delivered, so you can experience exactly what your members will receive.
7. Save the contact changes
Click “Save” to apply and save the updated membership details for the contact.
8. Send the membership pass
Click “Send Membership Pass” to initiate sending the pass to the contact via email.
9. Refresh and confirm the contact details
Wait a couple of seconds, 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 the pass is generated by checking that “Membership Pass” is populated, and that both the Apple Wallet Pass URL and Google Wallet Pass URL fields are generated on the record.
11. Check your inbox
Once the pass is generated, you will receive an email with the pass's downloadable links — Add to Apple Wallet and Save to Google Wallet buttons, device-detected from one link.
12. Install on a phone
Open the email on a phone and tap the button for your device. Here is what the sample Woofly membership pass looks like installed on Google and iOS devices — including the back of the card with automatic updates and notification toggles:
Bonus: make a live update
Change a mapped field on the contact — for example the membership tier — and watch the installed pass refresh on the phone within seconds via the real-time event pipeline. Then send a push notification from the pass record and see it land on the lock screen. That loop — record change to pocket — is the heart of Kemicard.
Build your first template, start to finish
The walkthrough above sends a pass from a template that already exists. This one builds the template, following a real configuration in a Salesforce org. The sequence is the same whichever object you build from.
1. Create the template
From the App Launcher open Kemicard Studio, choose New Template, then fill in the Details step: a Template Pass Name, a Description and an Organization Name. The organization name is what a member sees on the card, so use the public-facing one.
2. Bind it to a Salesforce record
This is the step that makes the pass live rather than static. Metadata Configuration chooses the Kemicard Configuration record, which tells Kemicard which object and fields feed the pass.
Email Template on the same screen decides which enrolment email carries the add-to-wallet link. Kemicard ships templates alongside the standard Experience Cloud verification ones, and you can point at your own.
3. Add images — and mind the limits
The upload dialog states the rules, and they are stricter than most people expect: under 100 KB, PNG for Apple, JPG, JPEG or PNG for Google, and a 150×150 px logo. Tick Apple, Google or both.
4. Design the card and watch the preview
The Settings rail on the left changes what the Preview on the right renders — front, back and notification, for both platforms at once. Use it constantly; it is faster than reasoning about the layout.
5. Add a barcode
Under Barcodes, pick the symbology your scanners already read — QR Code, AZTEC, CODE_39, CODE_128, CODABAR, DATA_MATRIX, EAN and others are offered.
Then choose the Salesforce field it encodes. Here it is a Contact field, so every issued pass resolves straight back to its record on scan.
You're up and running
This concludes the installation and setup of Kemicard Digital Pass for Salesforce: you have successfully generated and sent a membership pass from Salesforce. To go deeper, continue with these documentation sets:
- Kemicard Studio guide — design your own templates: fields, colors, images, barcodes, tiers, cloning, and import/export.
- Events guide and loyalty template guide — purpose-built walkthroughs per use case.
- Update Template guide — change templates already live in the field.
- Flow integration — automate issuance with the five sample flows that ship with the package.
- Bulk Actions — generate passes and send messages for your whole base.
- Scanner user guide — check-in and verification at the door.
- Notifications & geofencing — the engagement patterns that make the card a channel.
