Integrating Creditsafe with Salesforce
Updated: Jul 1, 2020
Creditsafe is a software that lets you check potential customers and suppliers’ credit in seconds. And as a business, it’s important which prospects to peruse while maintaining a balanced portfolio. By being able to understand the credit risk associated with each customer, you can help shield your business from the risk of prolonged debt.
Thankfully, as you might’ve guessed by the title, Creditsafe integrates with Salesforce, which creates a lethal weapon when it comes to onboarding leads! You can put the Creditsafe Visualforce Page on a Lead Lightning Page and be able to check and store a company’s credit score (I do love a good rhyme).
Creditsafe has around 8000 sources where it gets its data, and these are all updated as frequently as daily, so you will be getting real-time data.
Once Creditsafe is all set up, it’s as simple as the press of a button. As your Account/Lead record will already be created, all you have to do is go to the section where you have set up Creditsafe on the page, then press the ‘Find Company’ button. It will use the information already in the record to search for the company and return related results. Select the correct company, and with the fields you mapped, it will populate fields on the record. So simple.
One of my favourite things about Creditsafe for Salesforce is the field mapping. You can have custom fields as well as all the fields that come with the Creditsafe package, and map them to whatever Creditsafe stores about the company, which helps you gain more information about a lead. This is vital to be able to get a better understanding of a client and choose the right customers for you.
If you’re interested in Creditsafe, this is where it gets a bit more technical as we go into the capabilities of what it can do. Just like a lot of managed packages, you can add it to the Lightning Page or the Page Layout, depending on what your preference is. I prefer it on the Page Layout, so then the Visualforce Page is right next to all the related fields, all in one section. There are a number of fields that come with the package, and here at oe:gen, we use:
Creditsafe Company Type
But this isn’t all they offer. There are lots of other fields that can be put onto a record to get a better insight into a customer. Some others include:
Registered company address Company telephone number
Ultimate holding company
Creditsafe works on a pay-per-search basis. You purchase the number of searches you want, and that’s what you get until you run out. I believe it’s subscription-based so you can say I want 5000 searches a year, and it renews, but if it runs out, you can buy more.
These are the four things that Creditsafe says are the capabilities of integrating with Salesforce:
Append credit scores & limits to company records
Automate your credit & lending decisions
Enhance customer records and prospect data
Monitor important company changes in your customer base.
Creditsafe have amazing customer support and setting it up inside your Salesforce org is really simple. Here at oe:gen we struggled with the difference between the Canvas App and the Visualforce Page (I would strongly recommend using the Visualforce Page), as the Canvas App can only go across one column, which makes it a bit squished, compared to the Visualforce Page which can go across both columns on a Page Layout.
To sum up, Creditsafe is a credit checking software which can be installed from Salesforces AppExchange and put onto your lead and account records. They also have a free trial on their website with limited capabilities where you can try it out and see if it fits your business! So why not give it a go?