Salesforce

Integrate with Salesforce to make the verification process easier and to be able to send the applicant data in a quick, single step.

Get started

To integrate with Salesforce:

  1. Install the Salesforce module.
  2. Configure Salesforce access.
  3. Configure the Salesforce component.
  4. Configure Salesforce.
  5. Configure Sumsub.
  6. Configure table.

Install Salesforce module

To install the Salesforce module:

  1. Select the required access area for the module.
  2. Click Install or Upgrade.
  3. Wait until the installation (or update) process is complete.

Configure Salesforce access

To configure access:

  1. Open the <link_to_cabinet>/lightning/setup/SecurityCspTrustedSite/home link.
  2. Click New Trusted Site.
  3. In the General Information section, specify the following:
    1. In the Trusted Site Name field, enter sumsubapi.
    2. In the Trusted Site URL field, enter https://salesforce.sumsub.net.
  4. In the CSP Directives section, select all checkboxes and click Save.

πŸ“˜

Info

Changes will take effect within 10 minutes.

Configure Salesforce component

To configure the Salesforce component:

  1. Open the Contacts page.
  2. Create a new contact or open an existing one to get into the contact card.
  3. Open the settings and select Edit Page.
  4. In the search field, search for sumsub.
  5. Drag the component to the panel and click Save.
  6. Go back by clicking the ← button at the top-left.

Configure Salesforce

To configure Salesforce:

  1. Open the page with the module by clicking the client card.
  2. Click Create Connected App.
  3. In the Basic Information section, specify the following:
    1. In the Connected App Name field, enter SumSub.
    2. In the API Name field, enter sumsub.
    3. In the Contact Email field, enter [email protected].
  4. Select the Enable OAuth Settings checkbox.
  5. In the Callback URL field, paste the https://salesforce.sumsub.net/post/callback link.
  6. Select and add the following rights to Selected OAuth Scopes:
    1. Access and manage your data (api).
    2. Access your basic information (id, profile, email, address, phone).
    3. Allow access to Lightning applications (lightning).
    4. Allow access to content resources (content).
    5. Perform requests on your behalf at any time (refresh token, offline access).
    6. Provide access to your data via the Web (web).
  7. Click Save.
  8. Click Continue.
  9. On the page that appears, find the API (Enable OAuth Settings) subsection and copy the Consumer Key and Consumer Secret. To show the secret, select Click to reveal.
  10. Return to the component located in the customer card and enter the consumer key and consumer secret.

The changes will take effect within 10 minutes, then click Authorize. If an error occurs, wait and repeat the steps.

Now you need to complete two more steps:

  1. On the page that appears, click Allow.
  2. Go back to the contact card.

Configure Sumsub

To configure Sumsub:

  1. Log in to Sumsub and open the <https://api.sumsub.com/checkus#/devSpace/appTokens> link.
  2. Click Create a new App Token.
  3. In the Name field, enter salesforce.
  4. Click Create a new App Token.
  5. Once created, both Token and Secret Key will appear. Make sure to copy them.
  6. In Salesforce, open a customer card, click Configure Integration and paste the values ​​into the App Token and Secret Key fields.
  7. Click Apply.

After starting the test by clicking Start, the contact information will be loaded.

The contact status in the component is simplified; while the Sumsub check process is running, it will always be In process.

Configure table

To configure the Salesforce table:

  1. Open the <link_to_cabinet>/lightning/setup/ObjectManager/Contact/FieldsAndRelationships/view link.
  2. In the table, find the SumSub Status field.
  3. Click Edit.
  4. Click Change Filed Type.
  5. At Step 1 and Step 2, click Next.
  6. At Step 3, select the Visible checkbox and save the changes.
  7. Open the contact table.
  8. In the upper-right corner, click the settings icon.
  9. If only the New item is available, select it. Otherwise go to Step 5.
  10. In the List Name field, enter the name of the list, for example, Contacts.
  11. Click the settings icon and choose Select Fields to Display.
  12. In the Available Fields column, select the Sumsub Status field and move it to the Visible Fields column.
  13. Click Save.