Credit decisions, right inside Salesforce.
Pull Equifax credit reports and scores against a Salesforce Account, attach them to the record, and trigger checks from Flow. No portal switching, no copy-paste.
The credit signals your team needs on the record.
The TwoCanConnect Equifax Salesforce integration runs Equifax credit checks on any Salesforce Account without leaving Salesforce — pull reports and scores, attach them to the record, and trigger checks from Flow. A native managed package, with no middleware and no portal switching.
| Object | Direction | What happens |
|---|---|---|
| Commercial credit reports | Equifax → Salesforce | Pulled against an Account and attached to the record. |
| Consumer credit scores | Equifax → Salesforce | Scores returned straight onto the Salesforce record. |
| Company & ABN verification | Equifax → Salesforce | Verify business identity without leaving Salesforce. |
| Identity checks | Equifax → Salesforce | Run identity verification against the record. |
| Risk alerts | Equifax → Salesforce | Risk signals surfaced on the Account. |
| Decision history | Equifax → Salesforce | Every check timestamped and stored for compliance. |
One-Click Credit Pull
Request an Equifax report from any Account and attach the result straight to the record.
Flow-Triggered Checks
Run a credit check automatically when an Opportunity hits a stage you choose. Enterprise Edition and above.
Decision Audit Trail
Every check is timestamped and stored against the Account, ready for compliance.
Company & ABN Verification
Confirm you're dealing with the business you think you are, without leaving the record.
Identity Checks
Run identity verification against the Account as part of your onboarding process.
Risk Alerts on the Record
Risk signals surface against the Account, so the team sees them where they already work.
Map to Any Object
No-code field mapping to any Salesforce object — standard or custom. Match your data your way.
Pay Only for What You Pull
Equifax report fees are billed at cost on top of the subscription — no markup, no bundled minimums.
Built the Salesforce-native way.
Native managed package
Installed from the AppExchange and runs entirely inside your Salesforce org — your data never leaves it.
Passed the Salesforce Security Review
Every package is AppExchange-certified and reviewed by Salesforce before it ships.
Respects your permissions
Honours your existing profiles, roles and sharing rules — no new logins, no external dashboards.
See Equifax in action
In Salesforce, not in another portal.
| Capability | TwoCanConnect | Credit portal |
|---|---|---|
| Runs natively inside Salesforce — your data never leaves your org | Separate portal login | |
| Where the team works | On the Account record | In a browser tab, then copy-paste |
| Triggered automatically from Flow | Yes (Enterprise Edition and above) | Manual request |
| Report stored against the record | Downloaded to someone's laptop | |
| Timestamped audit trail for compliance | Ad hoc | |
| Report fees | Billed at cost | Varies |
| Users | Unlimited — no per-seat fees | Often per-user portal seats |
One plan. Everything included.
Unlimited users, no per-seat fees — Equifax report fees billed at cost.
- Equifax reports and scores on any Account
- Flow-triggered credit checksSalesforce Enterprise Edition and above
- Full, timestamped decision audit trail
- In-app guided setup and email support
One platform, every tool you run on.
Equifax integration questions
Can I run Equifax credit checks without leaving Salesforce?
Yes. Pull Equifax reports and scores against any Salesforce Account and attach the result straight to the record — no portal switching or copy-paste.
Can credit checks be triggered automatically?
Yes. Trigger a check from Flow — for example when an Opportunity reaches a stage you choose — with no manual steps. Flow elements need Salesforce Enterprise Edition and above.
Do I need middleware or a separate sync platform?
No. TwoCanConnect for Equifax is a native Salesforce managed package installed from the AppExchange — it runs entirely inside your Salesforce org.
Which Salesforce editions are supported?
Professional Edition and above, with a roughly 15-minute guided, no-code install. The Flow elements need Enterprise Edition and above.
How are Equifax report fees charged?
Equifax report fees are billed at cost, on top of your TwoCanConnect subscription — you only pay for the reports you pull.
Is there an audit trail for compliance?
Yes. Every credit check is timestamped and stored against the Account, giving you a full decision audit trail.
Prefer the details? Read the full Equifax integration documentation.
Rated 4.6★ by the teams who use it.
“We completed the setup and had all of our invoices in Salesforce within 10 minutes. If you need support, the team respond quickly and accurately. The configuration/setup area is a work of art.”
“It was easy to set up and customer service responded quickly. 9 weeks in and no issues. Love two way sync especially syncing historical data.”
“TwoCanConnect is easy to setup & use, no-nonsense integration between Xero & Salesforce and will be invaluable in helping grow our business. Worth every dollar!”
Questions? Talk to a real person.
Tell us what you're trying to connect and we'll point you the right way — or book a demo and we'll walk you through it.
- We reply to the form by email, usually the same business day
- Or log a case from the in-app Help & Troubleshooting section
Equifax is nearly here.
Register your interest and we'll let you know the moment TwoCanConnect for Equifax is live on the AppExchange — early access included.
Register your interest