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Companies House Search

Add Companies House information to your Account records

Overview

This package contains a Flow to guide users through the search of Companies House for company details and then stores those details against the Account record. It also contains a component for viewing the Filing History for an Account held.

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See How Companies House Search Works

  • Quick Action on the Account record to trigger a flow

  • Saves Company Number and other details held at Companies House against the Account Record

  • Displays the Filing History drawn from Companies House on the Account Record Page

This package includes a Lightning Flow which queries Companies House using the Account Name (which can be overwritten by the user) and returns results back to the user for selection. When the user selects a particular record the flow then displays the details held at Companies House and if the user chooses to proceed the flow will then stamp these details onto the Account record. Fields that are updated (which is at the discretion of the user) are: Company Number Company Status Company Jurisdiction Company Type SIC Company Created Date Company Address

Categories

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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Supported Languages
English

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