Identity Verification Direct in Salesforce

Login Via Salesforce Dashboard

As our Salesforce administrator, you can log into the system and define a new onboarding flow for your end-user in Salesforce Financial Services Cloud Scripts.

Define Your Onboarding Flow

In this particular example, you define an onboarding flow that captures primary information, gains access to identity information, such as address, and check your user's identity using the Onfido integration procedures of Salesforce Financial Services Cloud.

Define Your Identity Verification Workflow

Here we are using a specific Onfido verification flow, called flow 2. An Onfido verification flow is uniquely identified by an Onfido workflow_id.

Edit Workflow Based on Business Needs

You can edit and create Onfido workflow IDs in the “Manage Onfido workflow id section” within Custom Metadata Types.

As you can see here, we can edit flow2 and insert a new Onfido workflow id.

Built-in Integration; No-code Workflow

Your Onfido workflow_id is created in Workflow Studio. Let’s have a closer look at the Workflow Studio workflow builder.

Using Studio, you can orchestrate verification journeys that combine document and biometric verification, trusted data sources, and passive fraud detection signals to build the right level of trust in your customer at the right moment. No code required.

Define and Name Your Onfido Workflow

Define your new workflow in Studio by naming it “Salesforce Workflow 2”.

Modify Your Workflow to Meet Your Needs

With Workflow Studio, you can either create a new version of your workflow or you can create a workflow from an existing template. Since you’re interested in a document + biometric verification, the “Document + Motion” template works for your specific case.

Offer Quick, Seamless Verification

Your end-user would provide their profile data, their document, and an image capture of their face. Once they submit, a document and a face similarity report is generated.

If the document and similarity report are clear, it’s approved! Otherwise, it’s flagged for you to review and consider.

Embed Workflow with Simple Copy/Paste

Finally, you can link your custom identity check workflow into Salesforce by copying the worfklow_id and pasting it into the Custom metadata.

Deliver a Superior User Experience

Now let's follow the same end-users onboarding workflow to open a new bank account, but through the eyes of that user.

Seamless Transition

Once your end-user arrives at the identity verification step, they will see a QR code on the screen. They can easily scan the QR code using their device or phone.

Embedded Verification Just a Click Away

When they scan the QR code, they are directed to an Onfido identity check workflow.

Secure Document and Biometric Verification

Your end-user then scans their identity document and takes a picture of their facial biometrics. All while on their personal phone.

User Control Throughout

Finally, they agree to terms and services and complete the flow.

Faster Reviews with Pre-determined Results

As the Salesforce administrator, you can review your end-users profile and identity results. To make things even faster, you can automate the decision-making process based on pre-determined result flows or investigate further if needed.

See if IDV is Right for Your Business

Looks like this end-user matches their documentation, so they can now open an account and access your company’s services right away.