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.
Easily tailor the identity verification journey to fit your business needs. With just a click, customise branding and screening criteria.
Our platform is ISO 27001 and 9001 certified, using iBeta PAD Level 2 biometrics and NIST compliant document verification.
Transform customer onboarding with our award-winning user journey. Verify an individual seamlessly on any device.
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.
Key Features of ID-Pal’s Salesforce Integration for Efficient Identity Verification
Clearly track the status of customer submissions at all times for efficient communication and faster onboarding.
Learn how our customers prevent fraud and simplify compliance
Have more questions? We’re here to help! Get in touch to find out more about our Identity Verification solutions.
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.
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