Cloud Based Onboarding of Your New Clients - Made Easy with Email

Infinity Advisor
Oct 30, 2023
1 min read

In this comprehensive guide, we aim to display the systematic steps involved in onboarding a client into Salesforce via the Arcus API. This streamlined procedure simplifies the process by enabling clients to effortlessly submit their KYC (Know Your Customer) information directly through a user-friendly form sent to their email.

Our exploration of this process not only enhances efficiency but also offers a valuable alternative to the conventional manual data input method for sales representatives. We invite you to delve into this article to discover how you can enhance your client onboarding experience through the Arcus API and Salesforce integration.