What is KYC about in Salesforce?
In the context of Salesforce, “KYC” typically refers to the integration and implementation of Know Your Customer (KYC) processes and functionality within the Salesforce platform.
How to build a KYC digital process ?
Define all considerations to ensure compliance, security, and functionality for your KYC Solution. Building a KYC (Know Your Customer) solution involves several steps and considerations
Where is KYC data coming from?
First define what is KYC. KYC stands for “Know Your Customer,” and it refers to the process by which businesses and organizations verify the identity
What are the three 3 components of KYC?
The three main components of KYC (Know Your Customer) are: Customer Identification This component involves verifying the identity of the customer or client. It requires
How to integrate KYC in a CRM?
KYC the context of a CRM In the context of Customer Relationship Management (CRM), “KYC” stands for “Know Your Customer.” KYC in CRM refers to