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Commercial Credit Checker Post Installation Guide

Commercial Credit Checker Post Installation Guide

1. General Instructions

2. Page Layout

  • Click on the gear icon go to setup.

  • Click on Object Manager, go to Account Object.

  • Click on the page layout.

  • Select the page from where you want to Run Business Report.

  • Create a new section “Commercial Credit Checker Fields”.

  • Drag all the fields into Commercial Credit Checker Fields.

  • Add the “Business Credit Report” related list into the Related Lists section.

  • Now click on Mobile & Lightning Actions.

  • Drag Run Business Report button into Salesforce Mobile and Lightning Experience Actions.

  • Click Save.

3. Command Credit Credential Update and Setup

  • Go to setup in Quick find box search for Visual Force pages.

  • Click on ExperianCredentials.

  • Update the Credentials here.

  • Now Click on Gear Icon and go to Developer Console.

  • Click on Debug dropdown.

  • Open Execute Anonymous Window.

  • Copy the below Script and Execute.

  • cloudmaven_bcr.AdminServices.switchEndpoints(‘Experian’,True); 

4. Experian Direct Credential Update and Setup.

  • Go to setup in Quick find box search for Visual Force pages.

  • Click on ExperianCredentials.

  • Update the Credentials here.

  • Now Click on Gear Icon and go to Developer Console.

  • Click on Debug dropdown.

  • Open Execute Anonymous Window.

  • Copy the below Script and Execute.

  • cloudmaven_bcr.AdminServices.switchEndpoints(‘Experian’,False); 

Congratulations you have successfully installed Commercial Credit Checker Application go ahead and run your first report.

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