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Salesforce

The Salesforce adapter connects Atrium to your Salesforce organization for contact lookup and visit logging.

What it does​

  • Contact lookup: When pre-registering a visitor, Atrium searches Salesforce Contacts (and optionally Leads) by email address. Matching records populate the visitor's profile.
  • Visit logging: After check-out, Atrium creates an Activity (Task or Event) on the Contact record with visit details.

Setup​

  1. Create a Connected App in Salesforce:

    • Navigate to Setup → App Manager → New Connected App.
    • Enable OAuth settings.
    • Set the callback URL to https://<your-atrium-domain>/api/v1/integrations/oauth/callback.
    • Select scopes: api, refresh_token, offline_access.
    • Note the Consumer Key and Consumer Secret.

  2. Configure in Atrium:

    • Navigate to Settings → Integrations → CRM.
    • Select Salesforce.
    • Enter the Consumer Key and Consumer Secret.
    • Click Authorize — you'll be redirected to Salesforce to grant access.
    • After authorization, the connection status should show "Connected."

  3. Test: Pre-register a visitor with an email that exists as a Salesforce Contact. Verify the visitor's details are auto-filled.

Mapping​

Atrium fieldSalesforce field
Visitor emailContact.Email
Visitor first nameContact.FirstName
Visitor last nameContact.LastName
Visitor companyAccount.Name (via Contact.AccountId)
Visit recordTask (Subject: "Visit at {site_name}")

Considerations​

  • API rate limits: Salesforce enforces API call limits per organization. Atrium uses bulk-efficient queries, but high-volume sites (hundreds of check-ins per day) should monitor their Salesforce API usage.
  • Sandbox testing: Use a Salesforce sandbox environment during initial setup and testing. Switch to production when ready.
  • Multiple Salesforce orgs: The adapter connects to one Salesforce organization per tenant. Multi-org setups are not supported in v1.