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Partnership

Identity Verification Direct in Salesforce

If your business runs in Salesforce, it’s easy to verify user identities with Onfido (now part of Entrust). Onfido is the #1 onboarding and KYC solution for Salesforce customers. In addition, we help over 900 businesses navigate KYC compliance, prevent fraud, and simplify onboarding processes with our Identity Verification Solution.

Financial Services Cloud integration image
Automatically Installed

Financial Services Cloud Integration

Salesforce Financial Services Cloud comes with Onfido pre-integrated. All users need to do is create an account and enable Onfido from their dashboard, and they can start running document and biometric verification for new and existing customers.

Plug and Play Integration

Salesforce AppExchange App

Trigger verifications and see results directly from Salesforce. Our Lightning Experience Widget is available directly on contact records — all it takes is a few clicks to initiate verification using the methods that meet your unique requirements.

Product Walkthrough

Salesforce Financial Services Cloud + Onfido Identity Verification

Welcome to Our Integration Demo

Let’s take a look at how Salesforce users can confirm new users’ identities with a no-code workflow builder for secure customer onboarding. With Onfido (now part of Entrust), you can give new customers easy access to your products and services by quickly and securely verifying their identity.

Let's follow these two personas through the onboarding process:

  • a Salesforce administrator
  • an end-user opening a new account
Salesforce + Entrust integration

How Can We Help?

Competitive compliance

Meet a range of regulatory requirements from a single platform.

If you’re subject to KYC regulations, verifying identities is non-negotiable. You need to navigate compliance and deliver an onboarding experience that delights your customers. Entrust makes it easy to respond to evolving KYC and AML regulations worldwide and deploy the right verification for each customer.

Navigate compliance

Effortless onboarding

Maximize onboarding conversion with intuitive identity verification.

Customer attitudes have shifted and the demand for convenient, fast and digital access is higher than ever. Automated verification powered by award-winning AI and seamless Entrust's SDKs powered by smart capture technology help you build trust with new customers in seconds.

Increase acquisition

Effective fraud prevention

Prevent fraudulent onboarding with a multi-layered approach to identity.

The Real Identity platform features award-winning document and biometric verification, trusted data sources, and fraud detection signals. By layering a mix of active and passive technologies, you can mitigate sophisticated types of identity fraud.

Fraud prevention

Increase efficiency

Optimize your onboarding processes with AI-powered automation.

Manual KYC and customer identification approaches are slow for customers and expensive for banks. Trust purpose-built AI, trained by world class experts to automate your onboarding and streamline operations to unlock cost efficiencies.

Reduce costs