Salesforce:

Salesforce is a leading customer relationship management (CRM) platform used to streamline operations, enhance customer relationships, and drive sales growth. Widely recognized for its versatility and robust features, Salesforce facilitates comprehensive customer interactions and data analysis, making it an invaluable tool for businesses of all sizes.

Use Cases for ID Verification in Salesforce:

Integrating IdentityCheck with Salesforce empowers businesses to incorporate streamlined, reliable ID verification processes directly within their CRM system. Here are some potential use cases:

• Onboarding new customers by verifying their identities to ensure compliance and prevent fraud.
• Enhanced security measures for high-value transactions by authenticating the identities of involved parties.
• Automated verification workflows to reduce manual checks and improve operational efficiency.
• Real-time ID verification to streamline customer interactions and provide a seamless experience.

Setting up IdentityCheck with Salesforce via Zapier:

Integrating IdentityCheck with Salesforce through Zapier is a straightforward process. Follow these steps to set up the integration:

1. Create an account on IdentityCheck and ensure you have an active subscription.
2. Login to your Zapier account. If you don’t have one, sign up for free.
3. In Zapier, click on “Create a Zap” to start setting up a new workflow.
4. Select Salesforce as the trigger app. Choose the trigger event, such as “New Lead” or “New Contact.”
5. Connect your Salesforce account to Zapier by following the on-screen prompts.
6. Next, add IdentityCheck as the action app. Choose the action event like “Verify ID.”
7. Connect your IdentityCheck account to Zapier using the API key provided on your IdentityCheck dashboard.
8. Configure the data mapping between Salesforce and IdentityCheck to ensure the correct data fields are passed through.
9. Test your Zap to verify the connection and ensure the data passes correctly between Salesforce and IdentityCheck.
10. Once testing is successful, turn on your Zap to start automating ID verification in Salesforce.

Using IdentityCheck within Salesforce:

After setting up the integration, using IdentityCheck within Salesforce is seamless:

1. Log in to your Salesforce account and navigate to the relevant section (e.g., Leads, Contacts).
2. Create or select a record that requires ID verification.
3. Trigger the ID verification process by performing the action set in your Zapier workflow (e.g., adding a new lead).
4. IdentityCheck will automatically process the verification using the data provided from Salesforce.
5. Check the verification results in the corresponding Salesforce record, ensuring compliance and security.
6. Use automation rules and workflows in Salesforce to take further actions based on the verification status, like notifying the team or updating record statuses.

Integrating IdentityCheck with Salesforce through Zapier is a powerful way to enhance your CRM capabilities with efficient and reliable ID verification. This integration not only improves security and compliance but also streamlines your workflows, allowing you to focus more on growing your business.