{"id":2515,"date":"2026-04-06T19:40:17","date_gmt":"2026-04-06T17:40:17","guid":{"rendered":"https:\/\/unifiedcomms.tech\/?p=2515"},"modified":"2026-04-16T11:16:05","modified_gmt":"2026-04-16T09:16:05","slug":"onboarding-digital-en-salesforce-con-videoidentificacion-y-comunicaciones-certificadas","status":"publish","type":"post","link":"https:\/\/unifiedcomms.tech\/en\/blog\/onboarding-digital-en-salesforce-con-videoidentificacion-y-comunicaciones-certificadas\/","title":{"rendered":"Onboarding Digital en Salesforce con Videoidentificaci\u00f3n y Comunicaciones Certificadas"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>En un contexto de creciente regulaci\u00f3n y constante digitalizaci\u00f3n, el proceso de onboarding digital en Salesforce permite a las empresas realizar tareas de <strong>verificaci\u00f3n de identidad por video y comunicaciones certificadas <\/strong>para departamentos comerciales, operativos, atenci\u00f3n al cliente,&#8230;<\/p>\n<p>Through Salesforce Ready connectors and the use of<strong>qualified trusted<\/strong> <strong>service providers <\/strong>, companies can automate customer and user registrations in Salesforce with <strong>traceability, regulatory compliance and legal evidentiary value<\/strong>, without the need to rely on disconnected external systems.<\/p>\n<h2>What is the digital onboarding process in Salesforce?<\/h2>\n<p>The <strong>digital onboarding<\/strong> <strong>process<\/strong> <strong>in Salesforce<\/strong> includes a set of tasks and activities that enable a customer, user, or citizen to be<strong>100%<\/strong><strong> digitally<\/strong> onboarded.  <\/p>\n<p>While in the<strong> Video Identification<\/strong> <strong>task <\/strong>, the <strong>activities<\/strong> seek to<strong> confirm who the person is<\/strong>, in the <strong>Certified Communications<\/strong> <strong>task<\/strong>, the <strong>activities<\/strong> seek to <strong>demonstrate what was sent, when and if it was received.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-2520 alignnone\" src=\"https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Tabla-Ejemplos-Tareas-y-Actividades-Proceso-Onboarding-Salesforce.webp\" alt=\"\" width=\"742\" height=\"737\" srcset=\"https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Tabla-Ejemplos-Tareas-y-Actividades-Proceso-Onboarding-Salesforce.webp 742w, https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Tabla-Ejemplos-Tareas-y-Actividades-Proceso-Onboarding-Salesforce-300x298.webp 300w, https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Tabla-Ejemplos-Tareas-y-Actividades-Proceso-Onboarding-Salesforce-150x150.webp 150w\" sizes=\"(max-width: 742px) 100vw, 742px\" \/> <strong> <\/strong><\/p>\n<p>This approach is especially relevant in sectors such as <strong>Financial Institutions <\/strong>(banking, insurance, &#8230;),<strong> Utilities <\/strong>(energy, telecommunications, &#8230;) and<strong> Public Administrations<\/strong> (public agencies and entities, local administration, &#8230;), where identity, traceability and regulatory compliance are critical requirements.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Why is digital onboarding a strategic process?<\/strong><\/p>\n<p>Onboarding is no longer just an entry point, it has a direct impact on:<\/p>\n<ul>\n<li><strong>Conversion and time-to-value<\/strong>.<\/li>\n<li><strong>Legal and regulatory risk<\/strong>.<\/li>\n<li><strong>Operating cost<\/strong>.<\/li>\n<li><strong>Customer experience and confidence<\/strong>.<\/li>\n<\/ul>\n<p>Organizations need processes that combine <strong>speed and security<\/strong> without slowing growth or overburdening internal teams.<\/p>\n<h2>Salesforce as an orchestration platform<\/h2>\n<p>Salesforce acts as the <strong>orchestrating platform<\/strong> for digital onboarding, centralizing information and workflows in: <\/p>\n<ul>\n<li><strong>Sales Cloud<\/strong> (recruitment and hiring),<\/li>\n<li><strong>Service Cloud<\/strong> (management and post-discharge care),<\/li>\n<li><strong>Marketing Cloud<\/strong> (communications and consents).<\/li>\n<\/ul>\n<p>However, Salesforce does not replace the regulated figures needed to give legal value to these processes. Its strength lies in <strong>integrating them natively<\/strong>. <\/p>\n<p><strong>What functionality does Salesforce not cover natively?<\/strong><\/p>\n<p>Although Salesforce allows complex flow modeling, it does not come standard with capabilities such as:<\/p>\n<ul>\n<li>Certified video identification.<\/li>\n<li>Reliable communications.<\/li>\n<li>Qualified or advanced electronic signature.<\/li>\n<li>Legal custody of evidence.<\/li>\n<\/ul>\n<p>These functions must be supported by <strong>qualified trust service providers<\/strong>, in accordance with the European <strong>eIDAS<\/strong> framework.<\/p>\n<p><strong>What is an eIDAS (eIDAS) qualified trust service provider?<\/strong><\/p>\n<p>A <strong>qualified trust service provider<\/strong> is a regulated entity that can provide <strong>legal evidentiary validity<\/strong> to digital processes such as:<\/p>\n<ul>\n<li>Certified notifications,<\/li>\n<li>Electronic identification.<\/li>\n<li>Electronic signature.<\/li>\n<li>Temporary sealing and custody of evidence.<\/li>\n<\/ul>\n<p>Integrating these capabilities within Salesforce allows you to meet <strong>Legal, Compliance, Security and Audit<\/strong> requirements without creating parallel processes.<\/p>\n<h2><strong>Salesforce Ready Connectors: Video Identification and Certified Communications<\/strong><\/h2>\n<p><strong>Salesforce Ready connectors<\/strong> enable frictionless: <\/p>\n<ul>\n<li>Security<\/li>\n<li>Governance<\/li>\n<li>Consistency of the data model.<\/li>\n<li>User experience.<\/li>\n<\/ul>\n<p>With this approach, organizations can run critical legal processes <strong>directly from Salesforce<\/strong>, without complex custom development or external dependencies.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Video Identification Connector from Salesforce  <\/strong><\/h3>\n<p><strong>Video identification<\/strong> makes it possible to verify a person&#8217;s identity remotely, securely and in compliance with regulations.<\/p>\n<p>Natively in Salesforce, it offers:<\/p>\n<ul>\n<li>Identity verification linked to customer registration.<\/li>\n<li>Automated document validation.<\/li>\n<li>Fraud reduction.<\/li>\n<li>Regulatory compliance (KYC \/ AML),<\/li>\n<li>Auditable evidence.<\/li>\n<\/ul>\n<p>It is a key component for discharge processes in regulated sectors.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Connector Certified communications from Salesforce<\/strong><\/h3>\n<p><strong>Certified communications<\/strong> allow legal proof that information was sent, received and accepted.<\/p>\n<p>Natively in Salesforce, they allow:<\/p>\n<ul>\n<li>Send notifications with probative value,<\/li>\n<li>Manage acceptance of conditions,<\/li>\n<li>Sign contracts or annexes,<\/li>\n<li>Automatically record evidence in standard CRM objects.<\/li>\n<\/ul>\n<p>This eliminates operational silos and reduces risks derived from manual processes or disconnected platforms.<\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Use cases <\/strong><\/h3>\n<ul>\n<li><strong>Financial Entities <\/strong>(banking, insurance, &#8230;)\n<ul>\n<li>Customer registration.<\/li>\n<li>Product contracting.<\/li>\n<li>Acceptance of general and particular conditions.<\/li>\n<li>Consent management.<\/li>\n<\/ul>\n<\/li>\n<li><strong> <\/strong><strong>Utilities <\/strong>(energy, telecommunications, &#8230;)\n<ul>\n<li>Contracting of supplies and services.<\/li>\n<li>Changes of ownership.<\/li>\n<li>Portability.<\/li>\n<li>Certified contractual communications.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Public Administrations<\/strong> (public agencies and entities, local administration, &#8230;),\n<ul>\n<li>Citizen registration.<\/li>\n<li>Processing of procedures.<\/li>\n<li>Reliable notifications.<\/li>\n<li>Electronic signatures of applications.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>How does the digital onboarding process work in Salesforce?<\/h2>\n<p>The onboarding process in Salesforce usually follows these phases:<\/p>\n<ol>\n<li>Data capture and documentation.<\/li>\n<li>Video identity verification.<\/li>\n<li>Certified communication of conditions.<\/li>\n<li>Electronic signature of the agreement.<\/li>\n<li>Generation and custody of evidence.<\/li>\n<\/ol>\n<p>The result is a <strong>fast, safe and legally defensible<\/strong> process.<\/p>\n<p><img decoding=\"async\" class=\" wp-image-2479\" src=\"https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Ejemplo-Fases-Onboarding-VideoID-y-Comunicaciones-Certificadas-Salesforce-.webp\" alt=\"Example Onboarding Phases VideoID and Salesforce Certified Communications\" width=\"663\" height=\"165\" srcset=\"https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Ejemplo-Fases-Onboarding-VideoID-y-Comunicaciones-Certificadas-Salesforce-.webp 607w, https:\/\/unifiedcomms.tech\/wp-content\/uploads\/2026\/04\/Ejemplo-Fases-Onboarding-VideoID-y-Comunicaciones-Certificadas-Salesforce--300x75.webp 300w\" sizes=\"(max-width: 663px) 100vw, 663px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Key benefits for the organization<\/strong><\/p>\n<p>Implementing the digital onboarding process with video-identification tasks and activities and certified communications in Salesforce enables:<\/p>\n<ul>\n<li>Reduce discharge times.<\/li>\n<li>Minimize errors and fraud.<\/li>\n<li>Improve customer experience.<\/li>\n<li>Comply with frictionless regulation.<\/li>\n<li>Centralize traceability and evidence.<\/li>\n<li>Scale operations without increasing complexity.<\/li>\n<\/ul>\n<p><strong>To whom this approach brings value<\/strong><\/p>\n<ul>\n<li><strong>Management and business<\/strong>: efficiency and risk control.<\/li>\n<li><strong>IT and systems<\/strong>: clean and scalable integration.<\/li>\n<li><strong>Legal and compliance<\/strong>: legal guarantees.<\/li>\n<li><strong>Salesforce teams<\/strong>: operational simplicity and functional consistency.<\/li>\n<\/ul>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>The digital onboarding process in Salesforce is evolving to a model where <strong>identity, communication and legality<\/strong> are part of the standard process, not external systems.<\/p>\n<p>Integrating video identification and certified communications tasks and activities enables organizations to operate with <strong>greater confidence, agility and control<\/strong>, especially in regulated industries.<\/p>\n<p>Companies that adopt this approach will be better prepared to grow in digital environments, without sacrificing compliance and security.<\/p>\n<p>&nbsp;<\/p>\n<p>At Unified Comms we help organizations securely, reliably and scalably power Digital Onboarding Processes in Salesforce with Salesforce Ready connectors for Video Identification and Certified Communications.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction En un contexto de creciente regulaci\u00f3n y constante digitalizaci\u00f3n, el proceso de onboarding digital en Salesforce permite a las empresas realizar tareas de verificaci\u00f3n de identidad por video y comunicaciones certificadas para departamentos comerciales, operativos, atenci\u00f3n al cliente,&#8230; Through Salesforce Ready connectors and the use ofqualified trusted service providers , companies can automate customer [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":2483,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[],"class_list":["post-2515","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Onboarding Digital en Salesforce con Videoidentificaci\u00f3n y Comunicaciones Certificadas - Unified Comms<\/title>\n<meta name=\"description\" content=\"Onboarding Digital en Salesforce con Videoidentificaci\u00f3n y 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