Download the quick installation guide here: https://drive.google.com/file/d/10crQQcbl45rgurNBDPsLtzTly9XpKXoX/view?usp=sharing

Install from AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HwgUkUAJ













Click Manage Assignments and add the users that should be able to Order and Edit/Delete 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”




Create a new Named Credential for each Provider that you had subscribed. Please follow these instructions strictly, the input values need to match exactly with the names defined bellow (tip: copy and paste)

Updated on: 18/08/2023