Sanctions Screening in Salesforce

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Salesforce

Expedite Compliance with Real-Time Screening within Salesforce

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Reduce risk exposure and say goodbye to unnecessary data entry

Salesforce is fully integrated with Global RADAR. The combined power of both applications allows you to integrate your screening requirements for prospects, existing clients, or vendors directly from within Salesforce. Consolidate your technology suite and reduce customer onboarding delays using our next generation sanctions screening and adverse media technology efficiently within your CRM platform.

You can now search for sanctions and politically exposed persons as well as conduct adverse media screening and corporate details screening within the Salesforce platform. Eliminate screening silos and reduce time to revenue by involving your front office staff in the review and screening process.

Features and Benefits

Real-Time Screening
  • Pain Point: Are you confident your current process catches every risk?
  • Feature: Instantly screen prospects, clients, and vendors against your local and global watchlists.
  • Benefit: Catch high-risk entities before they impact your business and reduce manual workload.
Seamless Salesforce Integration
  • Pain Point: Tired of toggling between tools to get the job done?
  • Feature: Install and configure Global RADAR directly within your Salesforce environment.
  • Benefit: No more switching between platforms—manage compliance without disrupting your workflow.
AI-Powered Accuracy
  • Pain Point: Frustrated by alerts that waste your team’s time?
  • Feature: Leverage AI to achieve superior screening coverage and accuracy, minimizing false positives.
  • Benefit: Focus on real risks, not noise, and make decisions with confidence.
Global & Local Data Coverage
  • Pain Point: Struggling to keep up with global regulatory changes?
  • Feature: Access official and updated data registers from around the world.
  • Benefit: Stay compliant across jurisdictions without juggling multiple data sources.

How It Works

Step 1: Install the App
Install the Global RADAR app from the Salesforce AppExchange in just a few clicks.

Step 2: Configure Your Settings
Customize screening parameters to match your compliance policies and risk thresholds.

Step 3: Screen and Monitor
Screen clients and transactions in real-time, with automated alerts for high-risk activities.

Step 4: Generate Reports
Create audit-ready compliance reports directly within Salesforce.

Why Global RADAR Stands Out

  • Our team members have sat in your seat and are here to ensure that you get more than just a software, you get experience that will help you through your regulatory challenges
  • The combination of our integration and our proprietary AI reduces false positives and the effort to be compliant with regulations
  • The global watchlists are updated regularly to ensure you are always up to date with the latest information

Questions About Service

Our integration streamlines screening and due diligence processes directly within Salesforce, allowing all departments to access crucial compliance data in one familiar platform.

Yes! By leveraging AI and machine learning, our integration automates many manual processes, significantly reducing time, resources, and potential for costly errors.

Global RADAR installs directly into Salesforce via the AppExchange. Once configured, it enables real-time screening and monitoring without leaving your CRM.

We access over 10,000 official and updated data registers worldwide, ensuring comprehensive coverage.

Yes, we are SOC 2 and ISO 27001 certified, with GDPR compliance to protect your data.

Absolutely. Tailor the settings to match your specific compliance policies and risk thresholds.

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Client Reveiws

Wonderful service and a great support team!

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As a good-guy/bad-guy screening tool - this is intuitive, easy to understand, simple to clear a false positive, and user friendly (both export and our regular users). The support team is helpful and responsive. As an admin, the integration and setup is quick and straightforward. You can use both the pre-built component as well as adding individual fields to dynamic pages. I am so glad we switched screening tool providers. I only wish we had done so sooner...

Meredith Therrien

PhD - PAR Systems’ Salesforce Program Manager