What TwoCanConnect for Equifax Does
Coming soon
TwoCanConnect for Equifax is in development. Register your interest and we'll let you know when it's available.
Credit checks normally mean leaving Salesforce, logging into a portal, running a report, then copying the result back — or saving a PDF to someone's laptop where nobody else can find it.
What it does instead
- Request a credit report from the Account record
- Store the result against that record, where the team can see it
- Trigger checks from Flow, so they happen automatically at the right stage (Enterprise Edition and above)
- Keep an audit trail with a timestamp of who checked what and when
Why that matters
The audit trail is usually the deciding factor. When someone asks whether a credit check was done before terms were extended, "it's in the portal somewhere" isn't an answer — and a PDF on a laptop isn't either.
Report fees
Equifax report fees are billed at cost. The connector doesn't mark them up.
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