Salesforce Identity Verification: KYC Directly Inside Your CRM
Blog post from Didit
Integrating identity verification directly into Salesforce streamlines workflows for sales and compliance teams by eliminating the need to switch between separate platforms, thereby reducing friction and data gaps. Didit's Salesforce managed package offers a native solution that embeds identity verification capabilities into Contact and Lead record pages, utilizing a Lightning component for seamless one-click verifications. This integration supports document verification across over 220 countries, biometric liveness detection, and automated AML screening, with results automatically updated in Salesforce records, ensuring a comprehensive audit trail. The integration also facilitates powerful automation through Salesforce Flow Builder, enabling automatic verification requests, document expiry monitoring, and conditional record routing, all designed to enhance compliance workflows across various industries such as financial services, insurance, real estate, healthcare, and professional services. Didit offers competitive pricing and extensive global coverage, ensuring that identity verification is both accessible and efficient within the existing CRM environment.
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