Salesforce identity verification integration
Deploy enterprise-grade identity verification in Salesforce within minutes and onboard verified customers faster.
One-click configuration
Zero custom deployment required
Immediate real-time checks in your Salesforce org
ID-Pal custom Salesforce integration
Conduct identity checks within your Salesforce org
Available via the Salesforce AppExchange, our integration enables you to verify customers directly within Salesforce and easily bring identity verification into your existing workflows.
One-click configuration
Tailor identity verification to fit your needs. With just a click, customise branding and screening criteria.
Advanced security
ISO 27001 and 9001 certified, using iBeta PAD Level 2 biometrics and NIST compliant document verification.
Intuitive UI
Speed up customer onboarding with our award-winning user journey – verify effortlessly on any device.
What is the ID-Pal Salesforce integration?
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.
Transform your onboarding in Salesforce with ID-Pal
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.
Faster customer onboarding
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.
Fewer fails and drop offs
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.
No custom development
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.
Reduce manual effort
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
Fully certified and industry accredited
Identity verification deployed natively within Salesforce
What our customers say
Balance security and customer experience while managing identity verification effortlessly and staying compliant.
"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.”
How identity verification in Salesforce works: step by step
Issue a link in Salesforce
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.
Customer link received
Your customer receives a link to start the process of uploading documents requested.
Real-time identity verification
Our blended biometric, document and database checks verify the customer’s identity and address documents.
Automatic audit trail created
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.
How the ID-Pal Salesforce integration is helping a community college fight back against fraud
Eliminating ‘ghost students’ and ensuring seamless Salesforce integration
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.
Key features of our Salesforce identity verification solution
1. Built-in link tracking
Clearly track the status of customer submissions at all times for efficient communication and faster onboarding.
2. Real-time decisioning
Generate an instant CDD report for submissions that pass all the required checks.
3. Omni-channel
Verify identities in-person or online to standardise your regulatory compliance across all channels.
4. Exceptions handling
Smart workflows ensure that exceptions are diverted and standard submissions flow through a seamless journey.
5. Built-in remediation
Request alternative or up-to-date documents with a simple push notification.
6. Control access
Easily set up admin and user profiles to provide different staff with different access and privilege levels.
Book a demo of our IDV solution for Salesforce orgs
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
Dive into our knowledge base
Learn more about our Salesforce identity verification integration
How do you add identity verification to Salesforce?
You add identity verification to Salesforce either by installing the native ID-Pal integration from the Salesforce AgentExchange, which runs the checks against the Salesforce record itself, or by connecting a standalone verification service through its API and passing results back into Salesforce.
Which identity verification platforms have a native Salesforce integration?
In this guide, we look at which identity verification vendors have a listing on the Salesforce AgentExchange and why ID-Pal is the top choice for regulated firms looking to conduct identity checks within their Salesforce org.
Native Salesforce integration or API bolt-on: which is right for identity verification?
For a firm whose case handling already live in Salesforce, native is usually the better choice, because the evidence stays on the record and there is no integration to maintain. ID-Pal offers both: a managed package on the Salesforce AgentExchange, and an API and SDK for firms building their own journey.
Frequently asked questions
How quickly can I start using the ID-Pal Salesforce integration?
ID-Pal seamlessly integrates with Salesforce in five minutes, allowing you to streamline your identity verification process. With our user-friendly interface and robust features, you can easily capture customer data and securely store it in your Salesforce account.
What are the benefits of using the ID-Pal Salesforce integration?
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.
Can I send identity verification requests directly from Salesforce?
Yes. ID-Pal lets you send verification requests from Contact, Lead and Person Account records in Salesforce. Select the verification profile and send the customer a link by email or SMS. Existing contact details are prepopulated from the Salesforce record, and you can customise the message.
Customers follow the link to complete verification through the ID-Pal web application or native mobile app, depending on the option selected. Your team can then access the submission and review its results in Salesforce.
Which verification checks can I review in Salesforce?
The ID-Pal Salesforce app displays document authentication, facial comparison and liveness results. Depending on your verification profile, the review process can also include address documents, additional documents such as proof of funds, and customer-provided information such as a tax number.
Address verification and ID-Detect are enhanced features that must be enabled on your account. ID-Detect checks for signs of photocopying, screen recapture and photo substitution. The information and checks presented to reviewers depend on the profile configured for the submission.
Is custom development or coding experience required?
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.
How much does the ID-Pal Salesforce integration cost?
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.
Do customers need to download an app to verify their identity?
No. You can send customers a link to the ID-Pal web application, allowing them to complete verification through their browser without downloading an app.
The integration also supports the ID-Pal iOS and Android apps. Your team selects the web or native app option when sending the verification request.
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