Credit Checker – User Guide
Table of Contents:
- Run Soft Credit Report.
- Run Hard Credit Report.
- Run Credit Report from Dynamic Bureau.
1. Run Soft Credit Report:
Soft Credit Report means that if you pull a Credit report from bureau the inquiry count will not be incremented.
To Run Soft Credit Report please follow the below steps:
- Log in to salesforce using your credentials.
- Go to the desired source object(In this case we are using Lead as a source object)
- Go to the desired record or create a new one.
- Note: Make sure all the required fields are populated in order to run a credit check, First Name, Last Name, Street, City, Res State, Zip, Country, SSN(Social Security Number).
- Check the “Run Credit Report?” or “Run Soft Credit Report?” checkbox field.
![Cloud Services - 1-11](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475551a592636a816ae70f_1-11.webp)
- Congratulations. You have successfully created the credit report. Let’s verify the credit report and fields.
- Wait for 20 seconds(this can be reduced to 8 seconds), refresh the page.
- After refresh, scroll down to the bottom of the Credit Reports page to review the summary fields.
![Cloud Services - 2-11](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475551f4830478e518fc92_2-11.webp)
- To review the full credit report and PDF file. Please navigate to the related list section and click on the Credit Reports section.
![Cloud Services - 3-13](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475552608f8541a792307f_3-13.webp)
- Review the full credit file on this page.
![Cloud Services - 4-8](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475552befd03236e803390_4-8.webp)
- Please note following, the application provides a full PDF report and all parsed data.
- Go to Related List Section of Credit Report Object, Click on Notes and Attachments.
![Cloud Services - 5-8](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/614755521e40b02a5dfa0c2a_5-8.webp)
2. How to Run Hard Credit Report:
Hard Credit Report means that if you pull a Credit report from bureau the inquiry count will be incremented.`
- Log in to salesforce using your credentials.
- Go to the desired source object(In this case we are using Lead as a source object)
- Go to the desired record or create a new one.
- Note: Make sure all the required fields are populated in order to run a credit check, First Name, Last Name, Street, City, Res State, Zip, Country, SSN(Social Security Number).
- Check the “Run Hard Credit Report?” checkbox field.
![Cloud Services - 7-4](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475552a142026248402119_7-4.webp)
- Congratulations. You have successfully created the credit report. Let’s verify the credit report and fields.
- Wait for 20 seconds(this can be reduced to 8 seconds), refresh the page.
- After refresh, scroll down to the bottom of the page to review the summary fields.
![Cloud Services - 8-5](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/6147555237667d6bcbc6565e_8-5.webp)
- To review the full credit report and PDF file. Please navigate to the related list section and click on the Credit Reports section.
![Cloud Services - 9-4](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/614755525c973402cb1d861e_9-4.webp)
- Review the full credit file on this page.
![Cloud Services - 10-3](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/6147555362f7c8df00dd3540_10-3.webp)
- Please note following, the application provides a full PDF report and all parsed data.
![Cloud Services - 11-4](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475553939d3c32843e70d8_11-4.webp)
3. How to Run Credit Report from Dynamic Bureaus:
Enabling this functionality you can pull a Credit report from the bureaus you want.
- Log in to salesforce using your credentials.
- Go to the desired source object(In this case we are using Lead as a source object)
- Go to the desired record or create a new one.
- Note: Make sure all the required fields are populated in order to run a credit check, First Name, Last Name, Street, City, Res State, Zip, Country, SSN(Social Security Number).
- From the multi-select pick list select the desired bureau(In this case we are using Experian).
- Equifax.
- Experian
- TransUnion.
- Equifax and Experian(Dual Merge Report).
- Experian and TransUnion(Dual Merge Report).
- Equifax and TransUnion(Dual Merge Report).
- Experian, Equifax and TransUnion(Trimerge Report).
![Cloud Services - 12-2](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475553a14202a94940211a_12-2.webp)
- Check the “Run Hard Credit Report?” or “Run Credit Report?” checkbox field.
- Congratulations. You have successfully created the credit report. Let’s verify the credit report and fields.
- Wait for 20 seconds(this can be reduced to 8 seconds), refresh the page.
- After refresh, scroll down to the bottom of the Credit Reports page to review the summary fields.
![Cloud Services - 13-1](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475553f0f066051fc95b07_13-1.webp)
- To review the full credit report and PDF file. Please navigate to the related list section and click on the Credit Reports section.
![Cloud Services - 14-1](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/614755535eacc30e72fe9239_14-1.webp)
Review the full credit report on this page.
![Cloud Services - 15](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/61475553939d3c05f03e70d9_15.webp)
Please note following, the application provides a full PDF report and all parsed data.
![Cloud Services - 16](https://cdn.prod.website-files.com/611fed1baa02800b0f3d8e0d/614755549f104037c9fe8dd4_16.webp)
In case of any query or concern please feel free to write to us at solutions@cloudmaveninc.com