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How to Send Wallet Passes From Salesforce (In Five Steps)

Team working at laptops — issuing wallet passes from Salesforce
Photo: Unsplash

If your members, customers, or attendees are already Salesforce records, you're five steps from putting a live pass on their phones. This is the Salesforce to wallet pass process, condensed.

The five steps

  • 1. Install — the managed package from AppExchange; the Salesforce wallet pass setup takes about an afternoon.
  • 2. Design — one template in Kemicard Studio renders for both Apple and Google Wallet.
  • 3. Map — bind template fields to any standard or custom object; from Salesforce data to wallet passes with clicks.
  • 4. Issue — one record via a button, thousands via Bulk Actions, or automatically: issue wallet passes (Salesforce Flow triggers on create, update, or milestone).
  • 5. Distribute — smart links detect the device; distribute wallet passes (Salesforce sends them by email, SMS, or QR code).

What happens after

Record changes flow to the pass in real time, pushes land on the lock screen, and scans write attendance and redemptions back to the record. Salesforce wallet pass integrations with Flow, Apex, and Marketing Cloud are built in — see how it works for the full walkthrough.

From Record to Wallet in an Afternoon

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