How to setup and install Credit Checker App.

Owned by Aarushi Anand
Last updated: Mar 07, 2022
8 min read

 

Installation Steps

To install the apps, please click on the link below: 

Please go to Appexchange for the latest version or email at support@cloudmaveninc.com

 

How to provide permission 

We need to provide permissions to the users who will be using the application so that the users have access to the object and fields of this application.

  1. Go to Setup. 

  2. Find Permission sets in Quick Find Box as shown below: 

 

3. Click on Credit Checker App - Individual & Joint Report. 

 

4. Click on Manage Assignment Button 

5. Click on Add Assignments 

6. Click on Assign and assign the permission set to the required users. 

7. Save it. 

How to provide licenses 

Licences are provided so that the user can access our applications.

  1. Go to Set up. 

  2. Find Installed Packages in Quick Box.

3. Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user. 

4. Save it. 

 

Post Installation Guide

1. Admin Setup Console.

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

  2. From the Application Launcher select Credit Checker Application.

3. Select Admin Setup Console on the navbar.

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

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

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

7. 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.

  1. 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.

  2. Action Type->Update Record.

  3. Field Label->Run Credit Report.

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

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

  6. 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.

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

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

  3. Select MCL as Default and also Under Selected Values.

6. Automating Credit Run Process

Flow to create Credit Report

  1. 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.

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

3. Choose Freeform

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

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

6. Create a resource.

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

8. 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)

 

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

10. Choose ‘Operator' as Equals and Value as true

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

12. Mark the toggle as true to include 'listIds'

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

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

Flow to Pull Credit Report

For MCL, follow the below mentioned steps :

  1. 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.

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

 

3. Choose Freeform

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

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

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

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

8. Choose ‘Operator' as Equals and Value as Not Requested

9. 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

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

11. Mark the toggle as true to include 'listIds'

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

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

 

For CBC, follow the below mentioned steps :

  1. 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.

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

 

3. Choose Freeform

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

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

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

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

8. Choose ‘Operator' as

Equals and Value as Not Requested

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

10. Mark the toggle as true to include 'listIds'

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

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

 

Congratulations you have successfully installed Credit Checker Application.