Commercial Credit Checker Post Installation Guide
- Amit Mishra
- yeshwanth (Deactivated)
1. General Instructions
Login to your Salesforce org where the package is installed.
Please make sure your Org meets the following criteria.
Your Org should have Lightning Enabled.
Please click on the link to enable Lightning Experience: https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_introduction/lex_migration_introduction_administration
State/Country Picklist should be enabled.
To enable State/Country picklist, please click on the link: https://help.salesforce.com/articleView?id=admin_state_country_picklist_enable.htm&type=5
The domain of your Salesforce Org. should be registered.
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.