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Credflow

By Oktana

Instant Credit and Background Checks Within Orgs for Retail Banking

No Ratings
Free  

Never requires payment

Try It
Business Need
Finance
Requires
None

With our Lightning Component you can now check the credit scores or criminal background history of financial account applicants in just two steps. No coding or design required, just build flows directly as desired and obtain results near instantly.

Highlights

Ease Your Workflow Obtain information within Salesforce while monitoring other key metrics. Just input client information and obtain credit scores and criminal background checks easily.

Customizable Sandbox API's Ability to pick the databases in which you can call client criminal background information or credit scores. The Criminal Background:/c/AccurateBackgroundAddReportHelper.app The Credit Check: Experian API

See Screenshots for Sandbox API Installation

Provider Details

Oktana
Montevideo, Uruguay

Oktana is a Salesforce Summit Consulting Partner specializing in enterprise Salesforce architecture, Agentforce implementation, multi-cloud AI integration, and scalable CRM modernization. With over a decade of deep platform experience, Oktana helps organizations design, implement, optimize, and extend complex Salesforce ecosystems across Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud. We embed artificial intelligence directly into CRM workflows through Agentforce, deploying autonomous AI agents and multi-agent orchestration across sales, service, and operations. Our approach goes beyond configuration: we architect how agents access data, execute actions, and scale across business processes without manual intervention. As Salesforce environments grow across regions, channels, and product portfolios, AI performance depends on data quality and system connectivity. Oktana applies an architecture-first methodology that addresses both. We implement Salesforce Data Cloud to unify customer data from every source, connect enterprise systems through MuleSoft API-led integration, and bridge Snowflake and Databricks into the Salesforce ecosystem using zero-copy architecture,

Pricing Details

Free

You can fully use this solution without payment.

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