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XeroCin7 CoreReal EstateEquifax

Getting Started

The whole setup path: install, connect, permissions, sync settings and your first sync.

4 articles, in the order they're best read

  1. 1What TwoCanConnect for Equifax DoesRun credit checks from the Salesforce record instead of a separate portal.
  2. 2RequirementsWhat you'll need to run TwoCanConnect for Equifax.
  3. 3Installing TwoCanConnect for EquifaxInstall the Equifax connector and bring credit checks into Salesforce.
  4. 4Running Your First Credit CheckPull an Equifax report against a Salesforce Account and attach it to the record.

Still need help?

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