Salesforce Integration

Sync Luma guests into Salesforce to empower your marketing and sales teams.

The Salesforce integration is an Enterprise add-on.

Connecting Luma to Salesforce syncs event guests from your organization’s calendars into Salesforce automatically — guests sync as they register, get approved, check in, or cancel. Each event becomes a Campaign, each guest a Contact, and each registration a Campaign Member. The sync is one-way (Luma → Salesforce), covers guest activity from the moment you connect (existing guest lists aren’t backfilled), and runs through a package your admin installs.

Before You Start

You’ll need:

Admin access to your Salesforce org (specifically, the ability to create users, install packages, enable Marketing User, and assign permission sets).
One available full Salesforce user license for the dedicated Luma user.
Admin access to a Luma organization, available only on the Enterprise plan.

The setup has four steps: create the dedicated user, install the package, assign one permission set, and connect from Luma.

Step 1 — Create a Dedicated User in Salesforce

Create a dedicated Salesforce user for Luma so the integration’s actions are clearly attributed. It takes one of your Salesforce license seats with the Standard User profile — the cheaper "Salesforce Integration" license can’t write Campaigns or Campaign Members.

In Salesforce:

Go to Setup → Users → New User.
Fill in the basics. The first and last name can be anything memorable like "Luma" / "Integration".
Set User License to Salesforce.
Set Profile to Standard User.
Check the Marketing User checkbox (it lives near the User License field on the same form, separate from any permission set). Without it, Luma can’t create Campaigns even if everything else is configured correctly — you’ll see permission errors during sync.
Use a real email address you control — Salesforce will send the activation link there.
Save. Click the activation link in the email Salesforce sends, and finalize the password.

Step 2 — Install the Luma Package

Click this link to install the Luma package on your Salesforce instance.

If your org blocks login.salesforce.com, replace it in the install link with your own installation domain. Sandboxes and My Domain–only orgs aren’t supported by the OAuth flow yet — reach out and we’ll prioritize it.

When prompted, choose Install for Admins Only and confirm. The install adds three things to your Salesforce org:

A custom field on the Campaign object (Luma Event ID) that links each Salesforce Campaign back to the Luma event it came from.
A permission set called Luma Integration that grants the API, object, and field access Luma needs.
An External Client App named Luma that Luma uses to authenticate.

Step 3 — Assign the Luma Integration Permission Set

Assign the package’s permission set to the dedicated user:

In Salesforce:

Go to Setup → Permission Sets and open Luma Integration.
Click Manage Assignments, then Add Assignments.
Select the dedicated user and click Assign.

You don’t need to create or configure any Salesforce permission sets yourself. The package grants access to Contacts, Campaigns, Campaign Members, and the fields Luma uses.

Step 4 — Connect Salesforce to Luma

Back in Luma, navigate to your organization settings, open the Developer tab, and find the Salesforce Integration section. Click Connect — you’ll be redirected to Salesforce’s sign-in screen at login.salesforce.com.

Sign in as the dedicated user (not your own admin account). Salesforce binds the connection to whoever signs in here, and the integration will run as that user going forward.

Verify the Connection

After connecting, register a new guest for an event managed by the Luma organization. Activity that happened before you connected isn’t backfilled.

Luma should create:

A Campaign for the event.
A Contact for a new guest, or reuse an existing Contact with the same email address without changing it.
A Campaign Member connecting the Contact to the Campaign.

The Campaign Member’s status follows the guest in Luma:

Approved registration → Registered
Checked in → Attended
Registration cancelled or no longer approved → Cancelled

In Salesforce, open Campaigns and switch the list view to All Active Campaigns if the new Campaign isn’t visible. Open the Campaign and use its Related tab to see Campaign Members.

Unlinking the integration

Click Unlink Salesforce next to the connected organization in the Salesforce section. Luma will stop syncing. You can reconnect at any time.