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 field	Salesforce field
Visitor email	Contact.Email
Visitor first name	Contact.FirstName
Visitor last name	Contact.LastName
Visitor company	Account.Name (via Contact.AccountId)
Visit record	Task (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.