Salesforce Integration


Integrate ID-Pal with your Salesforce org in minutes. Digital identity verification that securely onboards customers globally, on any device. Enjoy one-click configuration and same-day SaaS deployment to start verifying identities in real-time.

ID-Pal > Solutions > Salesforce Integration

Why integrate

ID-Pal with your Salesforce org?

Our dedicated Salesforce integration allows your business to go live with our identity verification and AML screening solution in minutes. Verify identities and review submission results, all within your Salesforce account and any Salesforce Cloud.

A No-Code digital identity verification solution for robust compliance and fraud prevention is just clicks away.

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How to verify an identity with

ID-Pal Salesforce Integration

Issue a link in Salesforce

Administrators can login and click on Send Link in a Customer’s Contact Record.

Customer Link Received

Your customer receives the link to start the identity verification process and upload documents requested.

AI-Powered Identity Verification

Our solution performs a unique blend of biometric, document and database checks to verify your customer’s identity and address with 99% accuracy.

Enjoy Automated Due Diligence

The Customer Due Diligence report generated provides an overview of all the technical checks performed and their outcomes, delivering a robust audit trail.

Key Features

The ID-Pal Salesforce integration brings numerous benefits to businesses of any size who use Salesforce and Salesforce Financial Cloud. Integrating the app with your Salesforce org is seamless and straightforward. It takes five minutes to set up, and after installation, enjoy seamless digital identity verification, that includes:

1. Built-In Link Tracking

The status of customer submissions is clear and trackable 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 Fraud Prevention

Verify identities in-person or online to standardise your regulatory compliance across all channels.

4. Efficient Exceptions Handling

Smart workflows ensure that exceptions are diverted and standard submissions flow through a seamless journey.

5. Built-in Remediation

Communicate with customers to request alternative or updated documents with a simple push notification.

6. Easy Access Management

Easily set up admin and user profiles to provide different staff with different access and privilege levels.

[OLD] 6. Simplified CDD Reporting

A Client Due Diligence report is automatically generated per submission and securely stored, providing a full audit trail.

Certified and Industry Accredited


Case Studies

Learn why ID-Pal customers use our dedicated Salesforce integration for their identity verification and AML screening needs
ISO 27001 Certification Europe
Case Study

ISO 27001 Certification Europe Case Study

Lerex Technology
Case Study

Lerex Technology Case Study

Trust My Travel
Case Study

Trust My Travel Partners with ID-Pal to Protect Payments

Request a demo

Have more questions? We’re here to help! Get in touch to find out more about our Identity Verification solutions.

Salesforce Integration FAQs

How quickly can I start using the ID-Pal Salesforce integration?
ID-Pal seamlessly integrates with Salesforce, 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.

Absolutely! ID-Pal offers customisation options to meet the unique requirements of your business. From branding and design configuration to tailored verification workflows, our team can work with you to create a solution that aligns with your specific needs and objectives.

Depending on the features you need, our pricing is fair and includes a host of premium features as standard. Get in touch with [email protected] or explore the integration here.

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