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This document provides the details on the steps of how to configure Credit Checker via a custom portal either outside or within Salesforce. We will be covering the below steps in the entire document. Please follow them to get a seamless experience of integrating Credit Checker with your portal.

...

You’ll use this as the value for your code parameter when you make a request to Salesforce’s token endpoint to receive your Access and Refresh Token.

Example request:

Code Block
curl login.salesforce.com/services/oauth2/token?grant_type=authorization_code&redirect_uri=https://www.yourappname.com/api/callback&client_id=YOUR_CONSUMER_ID&client_secret=YOUR_CONSUMER_SECRET&code=aWekysIEeqM9PiThEfm0Cnr6MoLIfwWyRJcqOqHdF8f9INokharAS09ia7UNP

Example Response:

Code Block
 
{
  "access_token": "YOUR_ACCESS_TOKEN",
  "refresh_token": "YOUR_REFRESH_TOKEN",
  "signature": "signature",
  "scope": "refresh_token api id",
  "instance_url": "https://instance.salesforce.com",
  "id": "https://login.salesforce.com/id/id,
  "token_type": "Bearer",
  "issued_at": "timestamp"
}

...

Due to that, you’ll want to keep your access token up to date by making a call to the token endpoint and changing the grant_type to ‘refresh_token’ along with including the refresh token you had received in the previous call.

Example call:

curl https://login.salesforce.com/services/oauth2/token?=YOUR_REFRESH_TOKENgrant_type=refresh_token&client_id=YOUR_CONSUMER__ID&client_secret=YOUR_CONSUMER__SECRET&refresh_token

Example response:

Code Block
curl
{
  "access_token": "REFRESHED_ACCESS_TOKEN",
  "signature": "signature",
  "scope": "refresh_token id api",
  "instance_url": "https://INSTANCE.salesforce.com",
  "id": "https://login.salesforce.com/id/idE",
  "token_type": "Bearer",
  "issued_at": "timestamp"
}

...

you can then make the below call to create a Credit Report.

Example request

Code Block
 
curl https://INSTANCE.salesforce.com/services/data/v42.0/sobjects/ creditchecker_Credit_Report__c -H "Authorization: Bearer YOUR_ACCESS_TOKEN" -H "Content-Type: application/json" -d '{"creditchecker__Applicants_First_Name__c" : "Johnny", 
" creditchecker__Applicants_Last_Name__c " : "Appleseed",
“creditchecker__Current_Line__c “:”220 Locust Ave”,
“creditchecker__Current_StateCode__c”:”MO”,
“creditchecker__Current_City__c “:”Anthill”,
“creditchecker__Current_Zip_Code__c “:”65488”,
“creditchecker__SSN__c “:”000000001”,
“creditchecker__Current_Country__c “:”United States”}'
 

...