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.

1. Business Name
2. Business City
3. Business State
4. 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.