Salesforce is a CRM system used to store and manage customer data and interactions.
If you use Salesforce as your CRM system, you can trigger KYC and KYB verification flows directly from it for existing applicants and company entities.

The integration can be used in the following cases:

• You already use Salesforce and want to trigger KYC or KYB verifications from this system.
• You already use our platform and want to move existing verification flows into Salesforce.

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Important

The integration is built and maintained by T1A (a certified Salesforce partner), not Sumsub. All technical implementation is handled by T1A, including integration logic, Salesforce plugin performance, and any Salesforce-side issues.

Sumsub is responsible only for providing verification results and delivering data via the API.

How Salesforce integration works

The following flow applies when an applicant or company already exists in Salesforce:

1. Verification is initiated from Salesforce.
2. A verification link is generated.
3. The link is sent to the applicant:
   1. via Salesforce (if applicable), or
   2. via email.
4. The applicant completes verification via the Sumsub platform.
5. Verification results are returned to Salesforce and become available in the dashboard.

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Note

For Salesforce integration setup and configuration, contact your Customer success manager (CSM).