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Create Custom Metadata Type for Equifax Integration

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Create Custom Metadata Type for Equifax Integration

Create a custom metadata type, which defines the form of the application metadata. Store and manage key configuration parameters for the Equifax integration using a custom metadata type.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To create or edit custom metadata types: Customize Application

Before you begin, get the equifax credentials from your Equifax support team.

  1. From Setup, in the Quick Find box, enter Custom Metadata Types and then select Custom Metadata Types.
  2. On the All Custom Metadata Types page, click New Custom Metadata Type.
  3. Enter the label as: equifaxUSConsumerCreditReport.
  4. Add the plural label.
  5. Save your changes.
  6. Create custom text fields of length 16 for: memberNumber, ModelIdentifier, pdfComboIndicator, and securityCode.
  7. Click Manage equifaxUSConsumerCreditReport.
  8. Click New.
  9. Enter the label as: equifaxUSConsumerCreditReport.
  10. Enter the memberNumber, securityCode, and other details provided by the Equifax support team.
  11. If you want the report in PDF, enter Y in the pdfComboIndicator field. If not, enter N.
  12. Based on your use case, enter the value for Model Identifier.
  13. Save your changes.
 
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