COMMERCIAL CREDIT CHECKER POST INSTALLATION GUIDE

We offer free installation and setup for our prospects and customers. Please email us at solutions@cloudmaveninc.com for further assistance.

1. General Instructions

2. Page Layout

  • Click on the gear icon go to setup.
  • Click on Object Manager, go to Account Object.
  • Click on the page layout.
  • Select the page from where you want to Run Business Report.
  • Create a new section “Commercial Credit Checker Fields”.
  • Drag all the fields into Commercial Credit Checker Fields.
  • Add the “Business Credit Report” related list into the Related Lists section.
  • Now click on Mobile & Lightning Actions.
  • Drag Run Business Report button into Salesforce Mobile and Lightning Experience Actions.
  • Click Save.

3. Command Credit Credential Update and Setup

  • Go to setup in Quick find box search for Visual Force pages.
  • Click on ExperianCredentials.
  • Update the Credentials here.
  • Now Click on Gear Icon and go to Developer Console.
  • Click on Debug dropdown.
  • Open Execute Anonymous Window.
  • Copy the below Script and Execute.
  • cloudmaven_bcr.AdminServices.switchEndpoints(‘Experian’,True); 

4. Experian Direct Credential Update and Setup.

  • Go to setup in Quick find box search for Visual Force pages.
  • Click on ExperianCredentials.
  • Update the Credentials here.
  • Now Click on Gear Icon and go to Developer Console.
  • Click on Debug dropdown.
  • Open Execute Anonymous Window.
  • Copy the below Script and Execute.
  • cloudmaven_bcr.AdminServices.switchEndpoints(‘Experian’,False); 

Congratulations you have successfully installed Commercial Credit Checker Application go ahead and run your first report.