Table of Contents:
Run the Soft Credit Report.
Run Hard Credit Report.
Run Credit Report from Dynamic Bureau.
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Log in to salesforce using your credentials.
Go to the desired source object(In this case we are using Lead as a source object)
Go to the desired record or create a new one.
Note: Make sure all the required fields are populated in order to run a credit check, First Name, Last Name, Street, City, Res State, Zip, Country, SSN(Social Security Number).
From the multi-select picklist select the desired bureau(In this case we are using Experian).
Equifax.
Experian
TransUnion.
Equifax and Experian(Dual Merge Report).
Experian and TransUnion(Dual Merge Report).
Equifax and TransUnion(Dual Merge Report).
Experian, Equifax and TransUnion(Trimerge Report).
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Check the “Run Hard Credit Report?” or “Run Credit Report?” checkbox field.
Congratulations. You have successfully created the credit report. Let’s verify the credit report and fields.
Wait for 20 seconds(this can be reduced to 8 seconds), refresh the page.
After refresh, scroll down to the bottom of the Credit Reports page to review the summary fields.
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To review the full credit report and PDF file. Please navigate to the related list section and click on the Credit Reports section.
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Review the full credit report on this page.
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In case of any query or concern please feel free to write to us at solutions@cloudmaveninc.com
Please note while trying to re-run credit check on any record, make sure to uncheck the checkbox for ‘Run Credit Report’ and click save. And then start the process as usual.
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