Credit Checker Post Installation Guide.

Owned by Amit Mishra
Last updated: May 15, 2023 by Ashutosh Kumar
6 min read

 

1. Admin Setup Console

  • Login to your Salesforce Org where the Credit Checker Package is installed.

  • From the Application Launcher select Credit Checker Application.

  • Select Admin Setup Console on the navbar.

  • Step 1: Please email “solutions@cloudmaveninc.com” to get your unique credentials for test and production.

  • Step 2: Click on the Gear Icon to update your API credentials and Credit report preferences.

  • Step 3: Configure the data you would like to store in Salesforce. By default, the system will extract and store all credit report data.

  • Step 4: If you want to use one of your objects as the source, Set the corresponding field mapping.

2. Required Fields

We need the following fields to pull the credit report from the credit bureaus. Please make sure you have these fields on your source object:

  1. First Name

  2. Last Name

  3. Social Security Number ( For customers who don’t want to use the SSN number. They can simply provide 000-00-0000).

  4. Street Address.

  5. Zip/Postal Code

  6. State Code - ISO Code

  7. Country Code

Create a new field checkbox field “Run Credit Report” on the Source Object. This field will be used to validate when to run the Credit Report.

3. Validation Rule

Please add a validation rule on the source object to ensure that the required fields to run the credit report is present when the user is checking the “Run Credit Report” checkbox. Please change the fields as per your org configuration.

 

Formula

If( AND

Run_Credit_Report__c, OR(ISBLANK(FirstName Field API Name), ISBLANK(LastName Field API Name), ISBLANK(City Field API Name), ISBLANK(Country Field API Name), ISBLANK(PostalCode Field API Name), ISBLANK(Text(StateCode Field API Name)), ISBLANK(Social_Security_Number__c Field API Name), ISBLANK(Street Field API Name))), true, false)

Message

Required fields missing on the related Record. Please Populate First Name, Last Name, Social Security, and Full Address.

4. Creating Action and Adding it to Page Layout

  • Create a button Named as “Run Credit Report”. For this, go to source object(Contact) and then go to Button, Links And Actions and then click on New Action.

  • Action Type->Update Record.

  • Field Label->Run Credit Report.

  • In Button layout, Add the fields: Name, SSN, Run Credit Report and Address.

  • Now go to Page Layouts on the Source Object(Contact) and add the Action “Run Credit Report” to Page Layout.

  • Add Credit Report under Related List to Page Layouts of Source Object(Contact). Also, click on the wrench icon, on Credit Reports list and select Report, Applicant’s average Credit Score, Status and Score Tier as top four priority field in the related list of Credit Reports.

5. Selecting Data Source as MCL for Testing the Application

  • Go to Credit Report Object and then Click on Record Types. If running Individual report, then click on Individual report under that.

  • Under Picklist Available for Editing, Click on Edit of Data Source.

  • Select MCL as Default and also Under Selected Values.

6. Flow on Parent Object to Create Credit Report Record

  • In this step, we are going to create a flow on your source object(Lead, Contact, Opportunity, Account, or any other custom object). Using this step, the system will automatically create the Credit Report Record.

  • Choose a record- triggered flow since we want the flow to be triggered whenever any DML action is performed on record

  • Choose Freeform

  • Choose object as Source Object (Example - Lead) and trigger the flow when record is created or updated.

  • Optimize the flow for ‘Action and Related Records’.

  • Create a resource.

  • Go to Toolbox-> Manager -> New Resource.

  • Choose Resource type as Formula and data type as Boolean. Enter the below formula:

    IF(

    OR(

    AND(ISNEW(),{!$Record.Run_Credit_Report__c}),

    AND(

    ({!$Record.Run_Credit_Report__c} ),

    ISCHANGED({!$Record.Run_Credit_Report__c} ))),

    true, false)

 

  • Drag Decision from the toolbox and in the Condition , choose the Condition which we have created above under Resource:

  • Choose ‘Operator' as Equals and Value as true

  • Drag Action from toolbox and choose action as ‘Create Credit Report Record’

  • Mark the toggle as true to include 'listIds'

  • In listIds, enter the Record Id of source object as shown in picture below :

  • Connect all the elements, Save and Activate the flow.

7. Flow on Credit Report Object to Pull Credit Report

  • In this step, we are going to create a flow on Credit Report object(Using this step, the system will automatically pull the Credit Report Record.

  • Choose a record- triggered flow since we want the flow to be triggered whenever any DML action is performed on record

 

  • Choose Freeform

  • Choose object as ‘Credit Report’ and trigger the flow when record is created or updated.

  • Set Entry Condition as Parent Record Is is not Null.

  • Optimize the flow for ‘Action and Related Records’. Also, Check the Option “Include a Run Asynchronously path to access an external system after the original transaction for the triggering record is successfully committed” so as to include Asynchronous Path.

  • Add a Scheduled Path selecting Time source as “Next Run Time” and Offset Number as “1” and Offset Options as “Hour Before”.

  • Go to Toolbox in left side Panel and click on “New Reesource” in order to Create a New Resource. Select Resource Type as Formula, Give API name, select Data Type as Boolean and create a Formula as shown below:-

  • Drag Decision from Toolbox and give condition as ‘Status’.

  • Choose ‘Operator' as Equals and Value as Not Requested. Also check if the resource NewReport is True as shown below:-

  • Drag another Decision from Toolbox and we have two add 2 conditions :

  1. Choose 'Status' under Resource, ‘Operator' as Equals and Value as Requested

(OR Condition to be used, please refer below picture)

2. Choose 'Status' under Resource, ‘Operator' as Equals and Value as Processing

  • Drag Action from toolbox and choose action as ‘Automatically Run Credit Reports’

  • Mark the toggle as true to include 'listIds'

  • In listIds, enter the Record Id of Credit Report object as shown in picture below :

  • Connect all the elements, Save and Activate the flow.

 

8. Credit Checker App Permission

  • In quick find box search for “Permission Set”.

  • In Permission set search for Credit Checker App – Individual & Joint Report.

  • Click Assign and add the Users to whom you want to give permission to Run the Credit Report.

Congratulations you have successfully installed Credit Checker Application.