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INFORMA - Business by data

By worldIT

Integrar relatórios da Informa / Integrate Informa Credit Reports

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Business Need
Dashboards & Reports
Requires
Sales Cloud

Este produto permite acesso de forma simples aos relatórios extraídos da Informa, com alertas automáticos quando os mesmos são atualizados. This product allows access to Informa Reports with automatic alerts when a Credit Report is updated.

  • Explicativo INFORMA (versão Portuguesa)

  • INFORMA description (English version)

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
This product requires an Informa D&B licence

App Details

Version
RAISE/Winter 2026 1.40.0
Listed On
04/17/2019
Latest Release
02/13/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Lightning Ready
Editable Code
Lightning App Builder
Languages
English
Portuguese

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.
1.30.0
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.
12/13/2021

Additional Details

Os seus relatórios estão dispersos, em papel, inacessíveis, desatualizados, ... ? Com o INFORMA, os seus relatórios ficam centralizados, integrados e atualizados, utilizando as aplicações que já tem, e ajudando-o a conhecer os seus melhores clientes e prospects, sempre com a máxima segurança. Este produto dá acesso contextualizado aos Relatórios de Crédito extraídos da Informa, permitindo além dos indicados acima, entre outros: * Anexar o documento (PDF) à ficha do Cliente ou Lead * Configurar a lista de atributos a consultar do Relatório de Crédito * Regista todas as operações efetuadas ****************************************************************************************** Are your reports scattered, printed, unreachable, outdated? With Informa you have your reports centralized, integrated, updated, using the software you already own, helping you to identify your best Clients and Prospects, always securely. This product gives an easy access to Credit Reports provided by InformaDB in Salesforce, allowing to: * Attach the PDF Report in Salesforce * Configure the list of attributes to retrieve from the Credit Report * Log every operation in Salesforce

Need help?

worldIT

Lisbon

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