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Yoti IDV & KYC | AI Agent for Salesforce

By Yoti Ltd

Use AI to Streamline Identity Verification and KYC Checks using Agentforce

No Ratings
Starting at £60   GBP/company/month

Discounts available for nonprofits

Industries
Financial Services
Professional Services
Business Need
Productivity
Customer Service
Finance
Requires
Agentforce

Ask Agentforce to create an identity verification or KYC check for your customers in Salesforce. Check results will be securely sent directly to your Salesforce account. Create your own custom workflows and keep customer information where you need it.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Yoti IDV Agent/Yoti IDV Agent 0.2.0
Listed On
03/10/2025
Latest Release
03/10/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/27/2025

Additional Details

Use AI to Streamline Identity Verification and KYC Checks using Agentforce. Integrate Yoti’s Identity Verification app into your Salesforce platform and use Agentforce to create IDV or KYC checks for your customers. Easily configure your app for differing checks according to your use case. Use Agentforce to create the required checks for each customer. Your customer verification report will be returned into the relevant Salesforce account for secure storage and reference, keeping your inbox clear. Yoti is available in English, Spanish, French, German, Portuguese and Polish. Yoti is certified to ISO/IEC 27001:2013 for ID Verification Services, ISAE 3000 (SOC 2) Type 2 certified for its technical and organisational security processes. For more information please visit www.yoti.com.

Need help?

Yoti Ltd

London

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