Which works better for small vs large Salesforce AppExchange admins?

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® typically suits early-stage and growth-mode teams based on its published review base (55 reviews). BenefitsGuide: CXC Compliance typically suits early-stage and growth-mode teams based on its published review base (1 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

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Credit Checker vs BenefitsGuide: CXC — Salesforce

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® vs BenefitsGuide

Side-by-side comparison · 24 data points

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

5.0·55reviews

Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.

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1. Listing metadata

Field-level data

	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	BenefitsGuide
Tagline	“Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.”255 chars	“Designed for insurance professionals. Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices by integrating your instance of Salesforce with CXC Solutions, the leading provider of Benefits Compliance solutions.”246 chars
Description	1154 / 2000 chars58% used	827 / 2000 chars41% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Cloud Maven, Inc	BenefitsGuide
Listed

At a glance

8 metrics · auto-computed

Feature comparison between Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® and BenefitsGuide: CXC Compliance
Metric	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	BenefitsGuide: CXC Compliance
Rating	5.0 ★	5.0 ★
Total reviews	★ 55	1
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	1 tier
Listed features	★ 9	3
Languages	1 supported	1 supported
Listed since	Apr 2018	Apr 2021

Last updated	—	—

3. Features

As listed by each developer

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

✔️Credit Checker Automates Soft and Hard Credit Checks Inside Salesforce • Pull credit report and score instantly • Run soft or hard credit check • Save results and PDF report to Salesforce records • Remove external portals
✔️Credit Checker Generates a Tri Merge Credit Report in Real Time Generate single or tri merge report from 3 major bureaus: Experian™, Equifax® and TransUnion®. Access credit scores and detailed bureau data without portals, PDFs or downloads.
✔️Credit Checker Delivers Instant Credit Score and Risk Assessment for Applicants Store score data on Salesforce records after pulling them. Get VantageScore® and FICO® scores with custom thresholds to automatically visualize risk level of applicants.
✔️Credit Checker Runs a Soft Credit Check for Faster Prequalification Screen applicants with soft credit pull without affecting scores. Check if they qualify for a loan or other financial product. This gives your team direction on who to pursue.
✔️Credit Checker Runs a Full Hard Credit Check for Consumers When Required When needed, run a hard credit check using Salesforce record. Besides credit history, you now have access to more detail from the credit bureau for further evaluation and approval
✔️Credit Checker Automates Credit Decisioning Using Salesforce Flows and Triggers Automate decisioning using Salesforce Flows & Triggers. Determine when to conduct checks based on deal stage and have credit ratings updated to save your team effort.
✔️Credit Checker Gives Over 120 Premium Risk Attributes for Advanced Decisioning Give your team over 120 attributes that go beyond what is found in standard report for decisioning. Use credit score data and elements for underwriting accuracy.
✔️Credit Checker Supports Credit Reports Across the US, Canada, UK, Australia The app supports report across US, Canada, UK and Australia, letting your team get scores and tri merge reports for applicants from one Salesforce environment.
✔️Credit Checker Delivers Comprehensive Credit and Identity Insights You receive lien and judgment data, Equifax Work Number, OneView reports and Experian Precise ID, giving more insight on creditworthiness, verifying employment and identity.

BenefitsGuide

Tired of collecting compliance information from multiple sources and filling out intake forms for multiple vendors? We have the “Easy” button to eliminate the effort of redundant data entry and the errors associated with it.
Use the data already in your instance of Salesforce to automatically pre-populate the intake form. Then take your time to review, edit or update any missing information. When you are ready, simply click a button to create the compliance document.
All the compliance documents generated through BenefitsGuide: CXC Compliance are created using templates and methodology reviewed by leading employee benefits attorneys.

Keyword	Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®	BenefitsGuide
Inquiry Form	#35	#54

6. App details

Long-form description · keyword frequency

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

Credit Checker brings credit report, credit score, and full bureau data directly into Salesforce, removing delays caused by manual processing. Your teams can immediately obtain credit score, assess risk and create a Salesforce credit rating for each applicant using secure connections to 3 major credit bureaus: Experian™, Equifax®, and TransUnion®. You can run soft and hard credit check within the Salesforce workflow. Soft credit pull enables pre-qualification without affecting the credit score, while hard credit pull provides more detail when necessary. A tri merge credit report combines bureau results into one easy to read report, making it simpler to compare credit scores. ✔️Run real-time credit checks directly from Salesforce ✔️Perform soft credit check and hard credit check ✔️Access data from all 3 major credit bureaus securely ✔️Generate tri merge credit report for holistic risk review ✔️Save all credit reports and PDF reports securely in Salesforce records ✔️Access liens and judgments for deeper public-record risk insights ✔️Use Equifax Work Number, OneView, and Experian Precise ID for identity and employment verification

Top keywords

credit18×10.65%
salesforce5×2.96%
report4×2.37%
check3×1.78%
credit check3×1.78%
credit report3×1.78%
credit score3×1.78%
hard3×1.78%
hard credit3×1.78%
risk3×1.78%
score3×1.78%
soft3×1.78%

BenefitsGuide

Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client. During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model. Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing. CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.

Top keywords

data4×3.10%
compliance3×2.33%
cxc3×2.33%
form3×2.33%
1252×1.55%
125 cafeteria2×1.55%
125 cafeteria plan2×1.55%
benefits2×1.55%
cafeteria2×1.55%
cafeteria plan2×

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax® vs BenefitsGuide

Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®

1. Listing metadata

BenefitsGuide

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6. App details

Frequently asked

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