Commercial Credit Checker User Guide
- Amit Mishra
- yeshwanth (Deactivated)
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.