---
title: "Salesforce Integration"
subtitle: "Sync Luma guests into Salesforce to empower your marketing and sales teams."
slug: "salesforce"
url: "https://help.luma.com/p/salesforce"
tags: ["Enterprise", "Integrations"]
---

_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](/p/enterprise-overview).

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:

1. Go to **Setup → Users → New User**.
2. Fill in the basics. The first and last name can be anything memorable like "Luma" / "Integration".
3. Set **User License** to `Salesforce`.
4. Set **Profile** to `Standard User`.
5. **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.
6. Use a real email address you control — Salesforce will send the activation link there.
7. 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.](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tal000007CfkvAAC)

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:

1. Go to **Setup → Permission Sets** and open **Luma Integration**.
2. Click **Manage Assignments**, then **Add Assignments**.
3. 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.