Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set up an Integration to Get Credit Score History from Equifax

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Set up an Integration to Get Credit Score History from Equifax

            Integrate your Salesforce org with Equifax to access consumer credit history by using the integration definition template. Set up provider operations to obtain credit history as a JSON response or a PDF document.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create the integration definition for Equifax: Digital Lending permission set

            Get the equifax credentials from your Equifax account page.

            1. In Setup, in the Quick Find box, enter Integration Definitions, and then select Integration Definitions.
            2. Click New and select Use a template.
            3. Select EquifaxOneViewUS as the provider name.
            4. For the Provider Operation Name, choose requestConsumerCreditReport to get the JSON response with the credit history.
            5. Enter a name and developer name.
            6. Click Next.
            7. Click Configure External Credential.
            8. The Input and Output Processors are populated automatically.

              The integration definition is invoked by the EquifaxOneViewUSInputProcessor integration procedure. The EquifaxOneViewUSInputProcessor integration procedure calls the EquifaxOneViewUSInputProcessor data mapper.

              The EquifaxOneViewUS_InputProcessor_Procedure_1 input processor calls the EquifaxOneViewUSInputProcessor data mapper. Similarly, EquifaxOneViewUS_OuputProcessor_Procedure_1 output processor calls the EquifaxOneViewUSOuputProcessor data mapper.

            9. Enter the credentials created during the Equifax account configuration.
            10. Save your changes
            11. Activate the integration definition.

            From the Named Credentials setup page, verify if the StandardEquifaxOneViewUS named credential and its associated principal are created. Ensure that you can only see the Client ID but not the Client Secret when checking the principal credentials.

            To get the credit history report in PDF format, create an integration definition using the EquifaxOneViewUS template. Select requestConsumerCreditReportPDF as the provider operation name.

            Integration Definition to get the Credit Report in PDF

            Note
            Note To get the credit history report in PDF format, first set up the integration definition by using the requestConsumerCreditReport provider operation.
             
            Loading
            Salesforce Help | Article