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ID-Pal Identity Verification, KYC & AML for Salesforce

Identity Verification. Made Simple.

Overview

Verify customers and businesses directly within Salesforce using real-time KYC and AML screening. ID-Pal supports Agentforce-powered onboarding workflows with trusted identity and compliance automation.

See How ID-Pal Identity Verification, KYC & AML for Salesforce Works

NATIVE DEPLOYMENT: Deploy in minutes with a Salesforce-certified AppExchange package. Launch branded identity verification, KYC and onboarding journeys directly inside Salesforce with minimal technical effort and no external portals required.
AUTOMATE ONBOARDING: Accelerate onboarding and improve conversion rates with seamless identity verification workflows powered by biometric, document and database checks. Trigger verification automatically across Salesforce and Agentforce-driven journey
DIGITAL TRANSFORMATION: Support compliant digital onboarding with automated AML and KYC workflows, complete audit trails, and trusted identity verification signals that enable safer AI-driven customer operations inside Salesforce.
AGENTFORCE-READY IDENTITY VERIFICATION: Provide trusted identity and compliance signals to Agentforce AI agents before onboarding, customer servicing, or automated workflow actions are completed.
SINGLE SYSTEM OF RECORD: Keep customer identity, onboarding status, KYC outcomes and compliance records directly inside Salesforce for greater operational visibility and governance.
AUTOMATED AML & KYC WORKFLOWS: Trigger identity and business verification, sanctions screening, ownership insight, risk screening and customer due diligence checks automatically at key Salesforce workflow stages.
BRANDED CUSTOMER EXPERIENCES: Deliver seamless, mobile-friendly onboarding journeys fully branded to your organisation across web, app and Salesforce-powered experiences.
ENTERPRISE-GRADE SCALABILITY: Support onboarding requirements with configurable identity and business verification workflows across complex jurisdictions and regulatory environments.
RAPID APPEXCHANGE INTEGRATION: Deploy quickly through Salesforce AppExchange with a managed package designed for low-code implementation and rapid operational rollout.

Deploy AI-powered onboarding and compliance workflows within the Salesforce AgentExchange ecosystem. ID-Pal is simple to use, easy to integrate and has zero access to customer data. It's tech-first approach offers digital transformation, fraud prevention, and regulatory compliance out-of-the-box. Instantly customize and deploy same day, with minimal technical effort. ID-Pal is also a certified IDSP for digital Right to Work and Right to Rent checks. Key Features: Advanced Document Fraud Detection: artificial intelligence and machine learning perform real-time rigorous technical checks to verify an identity document is real. Liveness Detection & Facial Matching: ID-Pal confirms that the person is present, is the true owner of the document and there is no evidence of manipulation. Address Verification: Verify name and address against multiple trusted databases. Full flexibility: Fully customisable to your business needs across any jurisdiction, customer type, and channel. You will need access to the ID-Pal platform in order to install and configure the application. Please contact support@id-pal.com for more information prior to installation.