Video · 1:05 · no sound

Walkthrough: verify clients when they are added in Salesforce

How the StackGo and Salesforce integration verifies a client's identity, step by step: one Zap: New Contact starts Create Verification; add the client as a contact in Salesforce; on the client’s phone, a few minutes, nothing to type; stackGo emails your team when the check is complete; the result and the full report in StackGo.
  1. 0:00Start the check in Salesforce
  2. 0:24The client verifies on their phone
  3. 0:44The result comes back

How a client ID check works with Salesforce

  1. One Zap: New Contact starts Create VerificationA one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
  2. Add the client as a contact in SalesforceOn the client’s account, under Contacts, click New, add their name and email, and save.
  3. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  4. StackGo emails your team when the check is completeStackGo emails your team the result as soon as the check is complete.
  5. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Salesforce integration page.

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.

Start freeBook a demo