Integrate ID-Pal with your Salesforce org in minutes. Enjoy one-click configuration and same-day SaaS deployment to start verifying identities in real-time.
Our dedicated Salesforce integration allows your business to go live with ID-Pal in minutes. Verify identities and review submission results within your Salesforce account and any Salesforce Cloud.
Administrators can login and click on Send Link in a Customer’s Contact Record.
Your customer receives a link to start the process of uploading documents requested.
Biometric, document and database checks verify the identity and address documents.
A Customer Due Diligence report is generated of all the checks performed 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.
Learn how our customers prevent fraud and simplify compliance
100% AI-Powered
Real-Time Verification
Zero Access to Customer Data
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.
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.
