Introduction

Salesforce Essentials is your gateway to managing customer dialogues from anywhere, providing a sleek platform to nurture relationships effortlessly. By integrating IdentityCheck, Salesforce Essentials becomes an even more powerful tool for small businesses, enhancing customer interactions with seamless ID verification at every touchpoint.

Why Connect IdentityCheck to Salesforce Essentials

IdentityCheck simplifies and strengthens identity verification processes, ensuring you meet compliance with ease. Imagine transforming cumbersome onboarding into a breeze—IdentityCheck handles this with automated KYC checks that are swift and effective. In one example, Guardian Tax Solutions revolutionized their onboarding, cutting time by an impressive 90%, thanks to IdentityCheck.

Fraud prevention is another key benefit. Eliminate fraudulent activities by securely verifying each customer’s identity before engagement. This integration ensures your CRM system, empowered by Salesforce Essentials, operates with integrity and confidence.

Setting Up the Integration

1. Log in to your Salesforce Essentials account.
2. Navigate to the AppExchange and search for “IdentityCheck.”
3. Click “Install” to begin the integration process.
4. Follow the on-screen instructions to configure the settings.
5. Authenticate the integration with your IdentityCheck account details.
6. Test the integration to ensure everything functions smoothly.

How It Works in Salesforce Essentials

Once integrated, IdentityCheck adds a seamless layer of identity verification within Salesforce Essentials. For instance, a financial advisor can verify new clients prior to the first consultation, ensuring all parties are confidently onboarded. This seamless incorporation allows every customer interaction to start on a trusted footing, without disrupting workflows.

Frequently Asked Questions

Where is my data stored?

Your data is securely stored in compliance with industry standards, ensuring privacy and protection at all times.

Can I customize the verification message?

Yes, you can tailor the verification messages to reflect your branding and communication style.

What if someone doesn’t complete the ID check?

If a verification remains incomplete, IdentityCheck automatically triggers follow-ups, keeping the process moving smoothly.

Secure, Simple ID Checks Built In

Combining IdentityCheck with Salesforce Essentials is a smart choice to streamline your identity verification needs. Enjoy secure, efficient KYC processes tailored for today’s fast-paced CRM environments, ensuring every client interaction is trustworthy and dependable.