Deploy enterprise-grade identity verification in Salesforce within minutes and onboard verified customers faster.
One-click configuration
Zero custom development
Immediate real-time checks in your Salesforce org
Tailor identity verification to fit your needs. With just a click, customise branding and screening criteria.
ISO 27001 and 9001 certified, using iBeta PAD Level 2 biometrics and NIST compliant document verification.
Speed up customer onboarding with our award-winning user journey – verify effortlessly on any device.
ID-Pal offers an out-of-the-box identity verification integration with Salesforce, available via the Salesforce AppExchange.
By integrating ID-Pal directly into your Salesforce org, you can carry out real-time identity verification checks as part of your KYC or due diligence flows, all within Salesforce.
Easily deploy and customise your verification flows in just one click, with no custom development or time-consuming configuration necessary.
Instead of pushing customers through slow, manual checks or external tools, ID-Pal runs natively inside Salesforce, allowing teams to verify identities as part of the onboarding flow.
Verification requests are sent directly from Salesforce and completed in real-time, speeding up onboarding by removing the delays that typically slow activation and account setup.
By managing the identity verification flow within Salesforce, customers are no longer pushed into disjointed processes that cause friction, leading to less abandonment and fewer drop-offs.
ID-Pal installs directly from the Salesforce AppExchange, with no custom coding or complex setup required. One-click configuration means you can customise your flows at will.
Compliance and onboarding teams work entirely inside Salesforce with no system switching. Manual reviews and follow-ups are reduced, freeing up time to focus on higher-value activity
"Fantastic app and super company"
“I started testing this fantastic app a few months ago, immediately impressed me with the ease of use. I want to recommend it to anyone looking for solutions in this area.”
"Easy and efficient ID and data verification"
“We are now able to handle the data and ID verification within Salesforce, making it easy for all our customer services to complete their tasks faster.”
"Great identity verification tool and company"
“We used this app for identity verification, this worked GREAT, would recommend. Company and staff were great to work with as well.”
Administrators can login and click on Send Link in a customer’s Contact Record, or set up a Salesforce Flow to trigger the link to the customer automatically.
Your customer receives a link to start the process of uploading documents requested.
Our blended biometric, document and database checks verify the customer’s identity and address documents.
A Customer Due Diligence report is generated and stored on the customer’s Contact or Lead Record, showing all checks and their outcomes for a robust audit trail.
Clearly track the status of customer submissions at all times for efficient communication and faster onboarding.
Generate an instant CDD report for submissions that pass all the required checks.
Verify identities in-person or online to standardise your regulatory compliance across all channels.
Smart workflows ensure that exceptions are diverted and standard submissions flow through a seamless journey.
Request alternative or up-to-date documents with a simple push notification.
Easily set up admin and user profiles to provide different staff with different access and privilege levels.
Treasure Valley Community College (TVCC) is excellence-driven comprehensive community college based in Oregon, USA. TVCC needed to source a digital identity verification and document fraud detection solution that ensured a frictionless experience for genuine applicants, as well as seamlessly integrating with their existing processes with no disruption to services.
Have questions about integrating identity verification with Salesforce, or streamlining your current setup? Book a demo and see how ID-Pal can strengthen your onboarding.
Verify identities directly within Salesforce
Reduce manual effort
End-to-end fraud prevention
Explore a comprehensive suite of identity verification solutions designed to meet your AML, KYC and KYB compliance needs. From real-time ID verification to address e-verification, we offer tailored, industry-leading tools for easy onboarding and robust compliance.
ID-Pal seamlessly integrates with Salesforce in five minutes, allowing you to streamline your identification verification process. With our user-friendly interface and robust features, you can easily capture customer data and securely store it in your Salesforce account.
Integrating ID-Pal with Salesforce provides numerous benefits, such as reducing manual data entry, improving data accuracy, and enhancing overall productivity. By automating the verification process, you can save time and resources, allowing your team to focus on more important tasks.
Most importantly, you are not faced with the challenge of a lengthy, and costly, digitial transformation project. Our platform is pre-built with all our features ready to go, just select what you need.
No. The integration installs directly from Salesforce AppExchange with one-click configuration. No custom code, middleware, or API development is required to deploy or maintain it.
Organisations can deploy the integration the same day – installation takes minutes, followed by basic configuration such as user permissions and workflows.
Depending on the features you need, our pricing is fair and includes a host of premium features as standard. Get in touch with sales@id-pal.com or explore the integration here.
