Loading
Salesforce now sends email only from verified domains. Read More
Help Agent Performance DegradationRead More
Identity Verification in Industries
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Flow Using the Verify Caller Identity Flow Template

          Create a Flow Using the Verify Caller Identity Flow Template

          To use your custom identity verification process configuration, use the Verify Caller Identity flow template to create a flow and specify the Identity Verification Process Definition record name as the value of the IdVerfProcessDefinition constant.

          1. In the Identity Verification admin setup assistant, click Create Flow.
          2. Click New Flow.
          3. In the New Flow window, on the All + Templates tab, select Verify Caller Identity and click Create.
          4. Click Save.
          5. Enter the flow label and API name, and save the flow.
          6. In Resources, edit IdVerfProcessDefinition and enter the relevant Identity Verification Process Definition record name as the value.

            image of the identity verification process definition constant in the resources section

            image of the identity verification process definition constant being edited

          7. Click Done.
          8. Save and activate the flow.
           
          Loading
          Salesforce Help | Article