Getting Started Guide: Salesforce Kemicard Wallet Solution

Welcome to the comprehensive guide for the Salesforce Kemicard Wallet Solution. This document will walk you through the entire lifecycle of digital pass management—from installation and configuration to design, distribution, and real-time scanning.

1. Introduction & Overview

Kemicard is a Salesforce-native application that enables organizations to deliver dynamic digital experiences through Apple Wallet and Google Wallet.

• Native Integration: Operates 100% within your Salesforce environment.
• Living Passes: Update fields (like tier level or expiry) in real-time on a user’s phone.
• Dual Compatibility: Automatically handles the differences between iOS and Android pass architectures.

Common Use Case Examples:

• Memberships: A museum issues digital member cards. When a member upgrades from “Silver” to “Gold” in Salesforce, the card color and benefits text on their phone update automatically.
• Event Ticketing: A tech conference sends digital tickets to 5,000 attendees. As attendees arrive, staff scan the QR codes to instantly update the “Attendance” status on the Campaign Member record.
• Loyalty: A retail brand issues a “Coffee Club” card. Every time a customer makes a purchase, their “Points Balance” field on the pass updates within seconds of the transaction being logged in Salesforce.

2. Installation & Technical Setup

Before designing passes, you must install the managed package and authorize the connection to the Kemicard GCP Server.

Step 2.1: Install the Managed Package

1. Access the Kemicard AppExchange Listing or use the direct installation link.
2. Select “Install for All Users”.
3. Approve Third-Party Access: Grant access to api.kemicard.app and storage.googleapis.com.

Reference: For a detailed breakdown of environment requirements, see the Managed Package Installation Guide.

Step 2.2: Named Credentials (Sandbox Only)

For trial environments, edit the Kemicard App Named Credential in Setup with your trial credentials (e.g., kemicard.trial@kemisoft.com).

Step 2.3: Authorize the Kemicard User

1. Open the App Launcher > Kemicard.
2. Navigate to the Kemicard Console tab > Authentication.
3. Click Authorize Kemicard User and click Allow.

Step 2.4: Using Sample Data (Highly Recommended)

The Kemicard managed package includes Sample Data (Sample Contacts and Templates) to help you get started immediately without configuring your own production data.

• Where to find it: Once installed, look for Contacts with the “Phoebe Buffay” naming convention or check the “Kemicard Templates” tab for pre-built examples like “Woofly Membership Pass”
• Benefit: Use these records to test the “Send Membership Pass” button

3. Initial Configuration – Mapping Objects(Optional)

Note: We recommend using sample data(Contact Object) that ships with the managed package installation.

To generate passes, Kemicard needs to know which Salesforce object (e.g., Contact or Account, Contact Role, etc..,) to use as the data source.

The 5-Step Configuration Wizard Example:

Imagine you want to issue passes to Accounts for a promotional event:

1. Object Selection
2. Flow Selection
3. Field Mapping
4. Wallet Options
5. Email & Date Field Mapping

Deep Dive: View the Add Configuration Guide for a field-by-field breakdown of the mapping process.

4. Designing Passes: The Template Builder(Optional)

Note: We recommend using sample template that ships with the managed package install, please refer to this section – Step 2.4: Using Sample Data (Highly Recommended)

The Template Builder is a visual tool that provides live side-by-side previews of your Apple and Google passes.

Design Example: “VIP Gala Dinner”

1. Style Tab: Set Background to rgb(20, 20, 20) (Black) and Font to rgb(255, 215, 0) (Gold).
2. Barcodes Tab: Map the Barcode to the Salesforce_Record_ID field.
3. Setup Tab:

• Strip Image: Upload a high-res photo of the venue.
• Fields: Map the “Header” to Account.Name and “Primary Field” to Contact.Name.

Watch Tutorial: How to Create an Event Template (Video)

5. Pass Generation & Distribution

Method A: Individual (Manual)

• Example: A customer calls support asking for their membership card. Navigate to their Contact record, ensure “Member Template” is selected, and click Generate Pass. 

Method B: Bulk (Automated)

• Example: You have a Campaign with 500 “Confirmed” attendees. Use the Bulk Actions menu, select the “Event Ticket” template, and filter by your Campaign. Kemicard will generate 500 unique passes in minutes.

Deep Dive: See the Bulk Actions – Generate Passes Guide for managing large-scale distributions.

6. Events & Scanning

Step 6.1: Create an Event

Create a “One Time” event named “Annual Charity Auction 2026.”

Step 6.2: Event Assignment

Assign the “Front Desk” profile to the event so all reception staff can use the scanner.

Step 6.3: Using the Kemicard Scanner

• Real-world scenario: An attendee shows their Apple Wallet pass. The staff member opens the Kemicard Scanner tab on their iPad, selects the “Charity Auction” event, and scans the QR code.
• Result: Salesforce instantly marks the attendee as “Attended” and timestamps the entry.

User Manual: Access the Kemicard Scanner – Comprehensive User Guide for training your onsite staff.

7. Best Practices & Troubleshooting

• Trial Run: Always use the Sample Data records first to verify that your network/firewall allows connections to the Kemicard servers.
• Testing: Send a test pass to your own device. Ensure the “Strip Image” looks clear and the fields are populating as expected.
• Revocation: If a member cancels, update their Salesforce status. The pass on their phone will show “Invalid” the next time it’s scanned.

Support

Hours: M-F, 8 AM – 4 PM MST.

Email: support@kemisoft.com