Installation - Step 2

Information on getting started with LASER Credit Access.

STEP 2: Page Layout – Personal Credit Report

Now we will select the page layout based on the credit bureau you are using. Start by clicking on “Setup”. NOTE: The location of this may differ based on the nature of your account (so it may not be where it is shown in the screenshot below). Please contact Salesforce if you are not sure where your setup options are located.

Click on “Create” on the left hand side under “App Setup”.

Click on “Objects”.

Scroll down the page to find “Personal Credit Report”. The list is alphabetical so it should be located near the bottom of the page.

Scroll down the page to “Page Layouts”. It will be pretty close to the bottom of the page, so you’ll have to do a lot of scrolling. Once there, click on “Page Layout Assignment”.

Click on “Edit Assignment”.

Select the profile that you want to edit the assignment on.

Select the credit report that you would like the selected profile to be able to generate. Then click “Save”. Repeat with additional profiles if you desire (this can also be done at another time).

You’re now ready to move on to the next step. Click the button to proceed.