Automate Credit Report

To automate Credit Report, complete the following steps.

  1. Go to setup and search ‘Custom Settings’ in quick find box.

  2. Click on ‘Common Settings’ for Credit Checker.

  3. Create 2 new entries with the following details

  • Name - Enforce_Sharing
    Value - false
    Usage Guidance - Used to disable sharing settings. The system will run the system mode.

  • Name - Guest_User
    Value - guest
    Usage Guidance - This setting will help us not run the sharing setting for the user type. Add more values using ;';