Installation - Step 3

Information on getting started with Business Credit Reports

STEP 3: Page Layout – Account

For our next step we need to add a few things to the Account record.

Find Salesforce Setup and click on it.

Click on “Object manager” and find Account object.
Select the Account layout section and choose a particular layout that you want to configure.
Scroll down in the box and click on “Related Lists”.
Find the “Premier Profiles” box and drag it into the Related Lists section.
Click the wrench icon for Premier Profiles.
Select an item from the “Available Fields” list and then click the “Add” button to add that item to the “Selected Fields” list. Repeat this process until all of the fields that you want to see are in the “Selected Fields” list. When you’re done, click “OK”.
Now we need to repeat the click-and-drag process for “Business Report Logs”.

Find “Business Report Logs” and drag it to the Related Lists section.

Click the wrench icon for Business Report Logs.
Select an item from the “Available Fields” list and then click the “Add” button to add that item to the “Selected Fields” list. Repeat this process until all of the fields that you want to see are in the “Selected Fields” list. Please note that you MUST add both “Error Message” and “Status” to the “Selected Fields” list.

When you’re done, click “OK”.

Complete the process by clicking “Save”.
Click on Buttons, select Get Premier Profile, and then drag down to Custom buttons.
You’re now ready to move on to the next step. Click the button to proceed.