PipeLaunch Credit Check Installation Guide
Download the quick installation guide here: https://drive.google.com/file/d/10crQQcbl45rgurNBDPsLtzTly9XpKXoX/view?usp=sharing
Click on the button below to Install the latest version from the AppExchange
and click on "Get It Now". Please note this also applies to users looking to upgrade to the latest version.
Click on Install for Admins Only button
"Install for All Users" makes the package available organization-wide, ideal for site licenses. It appears in the App Launcher for all users, subject to their permissions. This option is typically preferred for immediate deployment and when the package functionality is intended for the entire organization.
You need Permissions to Download AppExchange Packages. If you receive an error saying "This Package can't be installed. The requested package doesn't exist yet or has been deleted..." please follow this guide
Approve Third-Party Access. PipeLaunch API access is mandatory to use the app.
Permission Sets Assignment
Go to Setup and search for the Permission Sets section.
Search for the PipeLaunch Credit Check permission sets.
Assign the PipeLaunch Credit Check: Order reports permission to all users that should be able to order new reports and edit them.
Assign the PipeLaunch Credit Check: View reports permission to all users that should be able to view the reports.
All the other users that should only have access to view (read) the Credit Reports, should have assigned the permission set called “PipeLaunch Credit Report: View Reports”
License Assignment
Go to Setup and search for the Installed Packages section (Apps > Packaging > Installed Packages).
Search for the PipeLaunch Credit Check package and click Manage Licenses.
In the Licensed Users section, click on the button Add Users and select all the users that will need access to this app (read and/or order Credit Reports) and to the included custom objects
Named Credentials
Create a new Legacy Named Credential for each provider you subscribe to. Please follow these instructions strictly, the input values need to match exactly with the names defined below (tip: copy and paste)
| Field | Creditsafe | HitHorizons |
|---|---|---|
| Label | PipeLaunchCreditCheck_CreditSafe | PipeLaunchCreditCheck_HitHorizons |
| Name *️⃣ | PipeLaunchCreditCheck_CreditSafe | PipeLaunchCreditCheck_HitHorizons |
| URL *️⃣ | https://api-creditcheck.pipelaunch.com | https://api-creditcheck.pipelaunch.com |
| Certificate | ||
| Identity Type *️⃣ | Named Principal | Named Principal |
| Authentication Protocol* | Password Authentication | Password Authentication |
| Username | Your username email | Any value |
| Password | Your password | Your token |
| Generate Authorization Header | ||
| Allow Merge Fields in HTTP Header | ||
| Allow Merge Fields in HTTP Body *️⃣ | Checked/True | Checked/True |
| Outbound Network Connection |
*️⃣ Case-sensitive: copy of the exact value
for sandbox access, append .sandbox at the end of the email address eg. mail@example.com.sandbox
Add the component to the Page Layout
Go to an Account or Lead record.
Click Edit Page
Create a new Tab with the name Credit Check
Search for the Credit Check Custom managed component
Drag and drop the component to the newly created tab and click Save
If you need any additional information our support don't hesitate to contact us on support@pipelaunch.com
Updated on: 18/11/2024