Navigating on Salesforce Verato App
Upon the completion of the Verato App installation and setup in your Salesforce org, users will be able to execute several functions. These include searching for existing identities between Verato and Salesforce, viewing summarized identity data, and creating and updating identity records on a schedule basis, among other functions.
Identity Search Component
The Identity Search Component allows users to search and view existing identity data across both Verato and Salesforce. There are several methods to use the Identity Search Component - verify which methods are enabled by your admin below before using. For additional information, please reference the "Identity Search Component Setup" section of the "Getting Started with Verato in Salesforce" article (previous section).
Before performing any data searches, the users must first complete a combination of required inputs fields within the Identity Search Component as seen below.
Below is the list of minimum input combinations required to search:
- SSN
- DOB
- First Name + Last Name
- First Name + DOB
- Last Name + DOB
- First Name + Street + City
- First Name + Phone
- Last Name + Phone
- DOB + Zip Code
- First Name + House Number + Zip
- Last Name + Street + House Number
- DOB + Street + Zip
After the necessary fields are properly filled out in the Identity Search component, the "Search" button will become active and users will be able to perform an identity search.
Upon clicking the Search button, results are displayed for users to view the existing identity records matched to the demographic data entered into the fields of the Identity Search Component.
Each identity has a Verato LinkId, a Match Score and indicates if the identity record is already in Salesforce. Demographic attributes associated with the identity are shown in columns and are sorted by Source + Native ID.
Once the list of available identities is displayed, users can decide on the appropriate action based on the search results. Options include:
- View an existing record in Salesforce.
- Users can click "View" to look at a Verato identities Salesforce record if it is already in Salesforce (record displays the blue label "in Salesforce")
- Create a new record in Salesforce using data from a Verato identity.
- Users can press "+ Add" to create a Salesforce record from the selected Verato identity record. Users without the label "In Salesforce" next to the name result will have this option.
- Use the data entered in the search form to create a new record.
- Users can click on "New Identity" to create a new Salesforce record and post it to Verato
Salesforce records are created using predefined mappings within the Verato Setup Assistant, transforming the selected identity data into the Salesforce record format.
After users create a Salesforce record, the record is posted back to the Verato instance to sync records between the two systems.
Identity Summary Component
The Identity Summary Component enables users to view information regarding identities from Verato within Salesforce. To view this component, users must verify it is configured on the record page of choice. For additional information, please reference the "Identity Summary Component Setup" section of the "Getting Started with Verato in Salesforce" article (previous section).
While the summary component allows users to view identity information, it also provides the option to customize Salesforce records by clicking "Update Fields From Verato".
By "mix-and-matching" attributes across sources from Verato, users can create custom records within Salesforce that can best fit their needs. Attributes with no values cannot be selected.