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TwoCanConnect for Equifax Documentation

I'm newSet it upInstall, connect and get your first records flowing.What TwoCanConnect for Equifax DoesSomething's wrongFix a problemSomething isn't arriving, or an error appeared.Submit a caseAlready runningChange what syncsSettings, mapping and who can see what.What You'll Configure

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Getting Started4The whole setup path: install, connect, permissions, sync settings and your first sync.Configuration2Field mapping, quotes, purchase orders, payment terms, branding, tax and multi-currency.

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What TwoCanConnect for Equifax DoesGetting StartedAudit Trail and ComplianceConfiguration

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Start with the basicsThe whole setup path: install, connect, permissions, sync settings and your first sync.Getting StartedCheck your configurationMost issues trace back to a setting — the configuration guides walk through each one.ConfigurationSubmit a caseOur team replies by email. Include your Salesforce Org ID to speed it up.Open the case form

Frequently asked

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.