Credit Checker – Consumer Post Installation Guide
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Note:
Step 3 is required only if you would like to limit the credit report data storage.
Step 4 is only required if you don’t want to use default mapping provided by the package.
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:
Create a new field “Run Credit Report” checkbox on the source object. This field will be used to validate when to run the credit report.
Create a new field “Run Credit If your source object is different than Account, Opportunity, Lead & Contact. Please create a lookup field on the “Credit Report” object and make your source object as a parent. Report” checkbox on the source object. This field will be used to validate when to run the credit report.
Please add a validation rule on the source object to ensure that 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.
If( AND
( Run_Credit_Report__c, OR(ISBLANK(FirstName), ISBLANK(LastName), ISBLANK(MailingCity), ISBLANK(MailingCountry), ISBLANK(M
ailingPostalCode),ISBLANK(Text(MailingStateCode)),
ISBLANK(Social_Security_Number__c), ISBLANK(MailingStreet))), true, false)
If( AND
Run_Credit_Report__c, OR(ISBLANK(FirstName), ISBLANK(LastName), ISBLANK(BillingCity), ISBLANK(BillingCountry), ISBLANK(Billin
gPostalCode), ISBLANK(Text(BillingStateCode)),
ISBLANK(Social_Security_Number__c), ISBLANK(BillingStreet))), true, false)
If( AND
Run_Credit_Report__c, OR(ISBLANK(FirstName), ISBLANK(LastName), ISBLANK(BillingCity), ISBLANK(Country), ISBLANK(PostalCode)
,ISBLANK(Text(StateCode)), ISBLANK(Social_Security_Number__c),
ISBLANK(Street))), true, false)
In this step, we are going to create another Process Builder on Credit Report Object . Using this process, the system will automatically pull the Credit Report.
From Setup>> enter process builder in the Quick Find box and select process builder.
Click New
Assign the following permission set to the desired users. This is required for the users to run and see the credit reports.
By default, the application is pointing towards the Test server. Use the below navigation to change the custom settings to point your Salesforce instance to the “Production” server.
Setup>>Custom settings>>Select “Common Setting”>>Manage>>Appinstance
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