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Salesforce Plugin Overview
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May 2024

Salesforce Plugin Overview

Manage you customers' compliance lifecycle from directly within your Salesforce CRM and experience seamless data exchange, real-time risk analytics, and decisioning metrics.

Manage your customers' compliance lifecycle from directly within Salesforce CRM. Designed to provide you with a single view of your customers, not just whilst onboarding but throughout every stage of the customer lifecycle.

The easily configured application integrates the FullCircl cloud-based platform with Salesforce for seamless data exchange, real-time risk analytics and decisioning metrics using industry leading global data sources.

Benefits of FullCircl Salesforce plugin

  • Plug and play - no development required.
  • Services feed directly into your existing Salesforce application.
  • Simplify back office processes and compliance.
  • Customisable data mapping to enhance your business processes.
  • Maintain data integrity and accuracy.
  • Enables full customer management in a single environment.

Consume KYC checks, KYB checks, and AML screening for a full compliance stack directly in your Salesforce instance.

Interesting in hearing more about FullCircl's Salesforce plugin? Book a free demonstration here.

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