Credit Check Assistant for Salesforce
Run fully automated credit checks and return insightful information to your Salesforce record detail pages for targeting growth opportunities with business accounts.
- AccountCreate an account record for each client where you can collect all business information, contact details, and credit status in one place.Note: Instances where multiple accounts with the same name exist, for example a franchise with multiple locations, might prompt additional steps for the credit check process to proceed. Credit Check Assistant sends a notification based on your preferences to verify the accurate instance.
Record and track the progress of your business with a client and trigger a credit check if the configured criteria are met.
Collect and track additional documents and information as business with your client develops. You can also configure a credit check to be triggered when specific criteria are met.
- Error log
Quickly access and review any errors that might occur by navigating to.
Get started with Credit Check Assistant
Perform the following steps to set up and start using Credit Check Assistant:
- Verify that your environment meets all the prerequisites and begin the installation.
- Configure Credit Check Assistant general settings for your organization, such as how to receive notifications.
- Add the desired lightning web components to the record detail pages.
- Configure the measurements and values of your credit check in a scorecard and set corresponding limits.
- Enable the process to be fully automated by creating a record-triggered flow for Credit Check Assistant.