Eviction Report Post Installation Guide
- Himanshu Kapoor
Admin Setup :
Login to your Salesforce org where the package is installed.
Go to the “Criminal App Setup” tab
Step 1: Please email “solutions@cloudmaveninc.com” to get your unique credentials for test and production.
Step 2: Click on the Gear Icon to update your API credentials and Criminal report preferences.
Step 3: If you want to use one of your objects as the source, Set the corresponding field mapping.
Step 3 is only required if you don’t want to use default mapping provided by the package.
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:
First Name
Last Name
SSN(Social Security Number)
DOB(Date of Birth)
Street Address
Zip/Postal Code
State Code – ISO Code
Country Code – Country Code
Create a new field “Run Eviction Report” checkbox on the source object. This field will be used to validate when to run the eviction checker.
If your source object is different than Account, Opportunity, Lead, and Contact. Please create a lookup field on the “Eviction Report” object and make your source object as the parent.
3. Validation Rule
Please add a validation rule on the source object to ensure that required fields to run eviction report is present when the user is checking the ”Run Eviction Report” custom field. Please change the fields as per your org configuration.
Validation Rule for Contact :
If( AND
Run_Eviction_Report__c,
OR(ISBLANK(FirstName), ISBLANK(LastName), ISBLANK(MailingCity), ISBLANK(MailingCountry), ISBLANK(MailingPostalCode), ISBLANK(Text(MailingStateCode)), ISBLANK(Social_Security_Number__c), ISBLANK(Birthdate), ISBLANK(MailingStreet))), true, false)
Message:
Required fields are missing. Please Populate First Name, Last Name, Social Security, Birthdate and Full Mailing Address
4. Process Builder
In this step, we are going to create a process builder on source object(Lead, Contact, Opportunity, Account or any other custom object). Using this step, the system will automatically create and run the eviction report.
Go to Setup >> Search for process builder in Quick Find Box.
4.1 The process to create an eviction report:
Click New.
Enter Process Name (Process name can be anything, set it according to your preferences) Ex: Create Eviction Report.
API Name
Description
The process starts when Identifies when the process begins. Select when “A record changes”
See Image for Reference
Setting Up Process Builder
Click add an object. Select your source object which could be Account, Contact, Lead, Opportunity or any other object.
Start the process - select “when a record is created or edited”.
Before saving your changes, confirm the selection because you can’t change the object after you save it.
1. Add Criteria -
Provide Trigger Name
Add “Criteria for Executing Actions” – select “Formula evaluates to true” option. Provide the formula for evaluation.
2. Select and Define Action -
Action Type – “Select Apex”.
Action Name – Provide unique name
Apex Class – Select “Auto Create Eviction Report Record”.
Set Apex Variables
Select “Add Rows”
Field – Select “listIds”
Type – Select field reference.
Value – Select source object Id field.
3. Activate the process builder.
4.2 Automating Eviction Report Pull:
In this step, we are going to create another Process Builder on Eviction Report Object. Using this process, the system will automatically pull the Eviction Report.
From Setup, enter Builder in the Quick Find box(same as you have done earlier) and select Process Builder.
Click New.
Setting Up Process Builder:
Process Name. Example – Automatically run a eviction report(it is based on your own choice.)
API Name
Description
Process starts when “A record changes”
Click add an object. Select “Eviction Report”.
Start the process “when a record is created or edited”.
1. Add Criteria -
Provide Trigger Name.
Add “Criteria for Executing Actions” – select “Conditions are met” option.
Provide Conditions, Status = “Not Requested”
2. Select and Define Action -
Action Type – “Select Apex”
Action Name – Provide a unique name.
Apex Class – Select “Automatically Run Eviction Check”
Set Apex Variables
Select “Add Rows”
Field – Select “listIds”
Type – Select field reference.
Value – Select object Id Field.
See Screenshot for reference.
