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Commercial Credit Checker User Guide

Commercial Credit Checker User Guide

  • Log in to your Salesforce Org.

  • Go to the desired Account or Create a new one.

  • Populate the Required fields to run Credit Check.

    • Business Name

    • Business City

    • Business State

    • Business Country

  • Click on the Run Business Report Button.

  • Select Business. You will get a list of businesses in the decreasing order of their reliability score.

  • Select the Report type.

  • Click Run Report or Update Record & Run Report(This functionality will update if any of the information is missing or incorrect like BIN etc.)

Congratulations you have successfully run a credit report on an Account, To view the full Credit File.

  • Please Navigate to the Related Lists section of the Record.

  • Now you can view all the data in the Business Credit Report Object.

  • In this case, we have Ran the report for Premiere Profile HTML.

  • For every report type, there is a dedicated section where you will be able to see all the related information of the report type.

  • To view the report in Pdf format please Click on the View Report button.

  • You will be able to see the report in pdf format.

Thanks for choosing Commercial Credit Checker.

For any queries please feel free to contact us at solutions@cloudmaveninc.com we will be very happy to help you.

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