Initiate credit check, retrieve client information, send request, and update Salesforce record
Initiate credit check, retrieve client information, send request, and update Salesforce record
Initiate the credit check process when a specific status updates in Salesforce. Retrieve client information, send a request for credit status, and update the original record with results for faster decision-making.
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Overview
Initiate the credit check process when a specific status updates in Salesforce. Retrieve client information, send a request for credit status, and update the original record with results for faster decision-making.