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Credit Checker: Credit Report, Credit Check & Tri-Merge Report in Salesforce

By Cloud Maven, Inc

Automate Credit Check & Credit Report from Experian™, Equifax®, TransUnion®

$200   USD/company/month

Discounts available for nonprofits

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Industries
Automotive
Consumer Goods
Financial Services
Business Need
Finance
Integration
Accounting
Requires
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
Experience Cloud
Financial Services Cloud
Health Cloud

Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Health Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
If customer is providing custom mapping than its advisable to send StateCode and CountryCode instead of full state and country name.

App Details

Version
CreditChecker/Credit Checker v4.59 4.59.0
Listed On
04/14/2018
Latest Release
06/11/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 40
Custom Tabs: 16
Custom Apps: 5
Lightning Components
Global: 28
App Builder: 9
Community Builder: 3
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.26.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/16/2023

Additional Details

Credit Checker brings credit report, credit score, and full bureau data directly into Salesforce, removing delays caused by manual processing. Your teams can immediately obtain credit score, assess risk and create a Salesforce credit rating for each applicant using secure connections to 3 major credit bureaus: Experian™, Equifax®, and TransUnion®. You can run soft and hard credit check within the Salesforce workflow. Soft credit pull enables pre-qualification without affecting the credit score, while hard credit pull provides more detail when necessary. A tri merge credit report combines bureau results into one easy to read report, making it simpler to compare credit scores. ✔️Run real-time credit checks directly from Salesforce ✔️Perform soft credit check and hard credit check ✔️Access data from all 3 major credit bureaus securely ✔️Generate tri merge credit report for holistic risk review ✔️Save all credit reports and PDF reports securely in Salesforce records ✔️Access liens and judgments for deeper public-record risk insights ✔️Use Equifax Work Number, OneView, and Experian Precise ID for identity and employment verification

Need help?

Cloud Maven, Inc

Delaware, United States

Support Phone+1 (740) 470-0000
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