Incode Business Verification — Salesforce Integration

A Salesforce Lightning Web Component (LWC) package that integrates Incode's eKYB (electronic Know Your Business) verification flow directly into your Salesforce org. It supports both US and EU verification flows and is designed to be placed on Contact, Lead, or Account record pages.

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What It Does

• Sends a business verification link via email to a contact or lead
• Tracks verification status in real time (polling + webhook)
• Displays a detailed session modal with:
  • Customer-submitted business data (name, tax ID, address, UBOs, directors)
  • eKYB output: registration status, TIN verification, address checks, entity type
  • Key People & UBOs with per-person match indicators (Verified / Approximate / Unverified)
  • Applied business rule and overall pass/fail result

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Repository Structure

force-app/
  main/default/
    classes/
      IncodeService.cls           # Apex: session management, status polling, detail fetch
      IncodeEmailService.cls      # Apex: sends the verification email
      IncodeWebhookHandler.cls    # Apex: receives and processes Incode webhook events
    lwc/
      incodeVerification/         # Lightning Web Component (UI)
    objects/
      Incode_Config__c/           # Custom metadata: API key, admin credentials, webhook URL
      Incode_Verification__c/     # Custom object: one record per verification session
    emailTemplates/
      Incode_Templates/           # Email template for the verification invitation
    pages/                        # Visualforce pages used by the webhook endpoint
docs/
  SALESFORCE_INTEGRATION_GUIDE.md   # Full setup & configuration guide (Markdown)
  salesforce-integration-guide.html # Branded HTML version of the guide
  SETUP_GUIDE.md                    # Quick-start guide
  ENGINEERING.md                    # Engineering reference

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Quick Start

1. Deploy the package to your Salesforce org:

   sf project deploy start --source-dir force-app --target-org <your-org-alias>

2. Configure the Incode_Config__c custom setting with your API key, environment, and webhook secret.

3. Register the webhook URL in the Incode Dashboard pointing to your org's Visualforce endpoint.

4. Add the incodeVerification LWC to a Contact, Lead, or Account Lightning record page via App Builder.

For full setup instructions, see docs/SALESFORCE_INTEGRATION_GUIDE.md or open docs/salesforce-integration-guide.html in a browser.

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Requirements

• Salesforce API version 59.0+
• Incode API key (obtain from Incode Dashboard)
• Salesforce CLI (sf) for deployment

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License

Copyright © Incode Technologies. All rights reserved.