IdentityCheck + Salesforce Essentials
Create verifications in IdentityCheck for new records in Salesforce Essentials
Streamline your workflow between Salesforce Essentials and IdentityCheck with this automation. As soon as a new record is created in Salesforce Essentials, a verification process will instantly start in IdentityCheck. This ensures efficient data management and immediate identity verification, effectively enhancing your data protection and accuracy.
Streamline your workflow between Salesforce Essentials and IdentityCheck with this automation. As soon as a new record is created in Salesforce Essentials, a verification process will instantly start in IdentityCheck. This ensures efficient data management and immediate identity verification, effectively enhancing your data protection and accuracy.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Deal, To-do, etc.) is created.
- automatically do this!Create Verification
Create direct verification
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