Commercial Credit Checker Flow

  • 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.