What is the Verato App for Salesforce?
The Verato App for Salesforce is a native application developed by Verato in partnership with Salesforce to enhance the efficiency of your organization’s daily workflows. It provides seamless integration between Verato’s identity resolution technology and the Salesforce platform.
The Verato app is available as a Salesforce AppExchange listing. AppExchange is Salesforce's marketplace for third-party applications and integrations.
With the Verato App, Salesforce users and data stewards can access core Verato MDM Cloud capabilities within Salesforce. Users can:
Search and view identities across Verato and Salesforce
Review summarized identity data within Salesforce
Manage identity records across both systems
Automate synchronization of identity data between Verato and Salesforce
Package Logs feature to simplify troubleshooting and track user activity within the Verato App.
For more information on available capabilities, see Using Verato App from Salesforce.
Key Use Cases
CRM Marketing Outreach
Leverage the combined power of Verato and Salesforce to deliver precise, personalized marketing campaigns. By enriching your CRM data with Verato’s trusted identity resolution, your organization can:
Target the right audiences more effectively
Reduce duplicate or incomplete customer records
Strengthen customer relationships through more accurate engagement
Smart Call Centers
Empower your call center teams with complete and accurate customer context. With Verato’s enriched identity data integrated into Salesforce, agents can:
Quickly identify customers across channels
Deliver personalized and efficient support
Resolve inquiries faster and improve overall satisfaction
Security & Compliance
To effectively provide identity information in a secure manner, the Verato App for Salesforce was built on the same Security & Compliance standards as our platform. The security layers of the Verato App include the use of firewalls, Mutual TLS Authentication, users and passwords among others protocols.
What is not available in the Verato App for Salesforce?
The Verato App for Salesforce does not include performance reports and advanced UMPI capabilities.
Supported Salesforce Technologies
The Verato App for Salesforce allows customers to integrate with Sales Cloud, Health Cloud and Service Cloud for data mapping. Users can also customize and tailor Salesforce fields to meet their organization's requirements.