Salesforce
Sync KYC, identity verification, and AML data to Salesforce with the ComplyCube integration.
Sync KYC, identity verification, and AML data to Salesforce with the ComplyCube integration.
Our Salesforce integration lets you bring KYC and AML results, documents, and session status into your Salesforce org. Teams can review outcomes, trigger follow-ups, and report on compliance in one place.
It works with both workflow-driven journeys and check-driven events. It also supports real-time updates through webhooks.
Salesforce Enterprise (or higher) recommended.
Admin access to install the managed package and create connected apps.
ComplyCube webhooks enabled for real-time updates.
Field mappings for your Lead/Contact/Account (or custom objects).
The detailed setup guide and managed package are currently available by invitation only. Contact your Account Manager to request access and onboarding support.
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