Installation - Step 4

Information on getting started with Business Credit Reports

JUMP TO STEP:

  1. Salesforce App Exchange
  2. Create Account
  3. Page Layout: Account
  4. Generate Premier Profile Report

STEP 4: Generate Premier Profile Report

In order to generate a Premier Profile report it’s mandatory that you’ve entered the Account’s name and mailing address.

Click the Get Premier Profile Button

Click on Retrieve Data

Important Note

If you are going to run the Premier Profile Report under a user that doesn’t have the System Admin Profile, you should assign to this user the “LASER Business Credit” permission set in order to provide access to all managed objects.

A spinner will appear and then the Premier Profile report.
You will find the report on the Personal Credit Report Related list
That’s it! You’ve now successfully installed LASER Business Credit and pulled a sample credit report.

If you have any additional question, please feel free to Contact Us.