Set up a Salesforce Integration

The Salesforce integration is an Enterprise add-on.

Connecting Luma to Salesforce syncs event guests from your organization’s calendars into Salesforce. Each event becomes a Campaign, each guest a Contact, and each registration a Campaign Member. The sync is one-way (Luma → Salesforce) and runs through a managed package your admin installs.

Setting up the integration

Before you start

You’ll need:

• Admin access to your Salesforce org (specifically, the ability to create users, install managed packages, and assign permission sets).
• Admin access to a Luma organization, available only on the Enterprise plan.

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 managed 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 Field Access that grants access to that custom field.
• An External Client App named Luma that Luma uses to authenticate.

Step 3 — Create the Luma Object Access permission set

The package’s Luma Field Access permission set covers Luma’s custom field. You also need a second permission set granting access to standard objects — Contacts, Campaigns, and Campaign Members.

In Salesforce:

1. Go to Setup → Permission Sets → New.
2. Set Label to Luma Object Access and click Save. (Salesforce will fill in the API name as Luma_Object_Access.)
3. On the new permission set, scroll to System Permissions and enable API Enabled, View Setup and Configuration, and View Roles and Role Hierarchy (if not already enabled). Save.
4. Click Object Settings, then for each of Contacts, Campaigns, and Campaign Members:
   • Click the object name → Edit.
   • Under Object Permissions, check Read, Create, and Edit.
   • Under Field Permissions, scroll to find each field below and check Read Access and Edit Access:
     • Contacts: Email, Phone
     • Campaigns: Start Date, End Date, Description, Type, Status
     • Campaign Members: Status. Other fields here look greyed out because they’re aliases of Contact fields — that’s expected, you don’t need to change them.
   • Click Save.

Step 4 — Assign both permission sets to the dedicated user

The dedicated user needs both Luma Field Access (from the package) and Luma Object Access (the one you just created). The fastest way to assign both at once is from the user record:

1. Go to Setup → Users and click the dedicated user.
2. Scroll to the Permission Set Assignments section and click Edit Assignments.
3. In the Available Permission Sets list, select Luma Field Access and Luma Object Access (hold ⌘ / Ctrl to select both) and click Add to move them to Enabled Permission Sets.
4. Click Save.

Without these, sync will fail with permission errors when Luma tries to create Campaigns, Contacts, or Campaign Members.

Step 5 — 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.

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.