Xero
Cin7 Core
Real Estate
EquifaxWhat You'll Configure
This describes the planned setup. Register your interest to hear when it ships.
Connection
Authorise with your Equifax credentials from the configuration screen.
Which reports
Choose which report types your team can request, so people don't run a more expensive report than the decision needs.
Who can request
Credit checks cost money and touch sensitive information. Access is controlled by permission set — typically finance and credit staff rather than everyone.
Where results are stored
Reports attach to the Account record with a timestamp.
Flow triggers
Request a check automatically at a point in your process — when an opportunity reaches a stage, or when terms are requested — rather than relying on someone to remember. The Flow elements need Salesforce Enterprise Edition and above.
Think about who should see stored reports as well as who can request them. Both are worth restricting.