Credflow
A lightning component for users within organizations to check whether applicants for financial accounts have credit scores over 650 or a criminal background. User can build flows directly on Flow Designer by adding screens, dragging in our lightning component in "Add a Field", select the Output Attribute which should be "proceed" if user-picked conditions are met or pick from the many logical conditions. After this is done, the user can go back to the home, enter a potential account holder information and then input relevant information in the fields to allow the API's to call the necessary data. *My Domain has to be enabled within the organization. FAQS: 1.) The Lightning Component should perform an external callout, API, grade scores of some applications, credit scores etc. 2.) On the Back-End there are two components: one for the credit score check and one for the criminal background check. *The Experian Sandbox API will always return 700 as the credit score. *The user can pick attributes, add it to their user flow and then pick options.
Top keywords
- credit4×2.30%
- user4×2.30%
- check3×1.72%
- component3×1.72%
- lightning3×1.72%
- lightning component3×1.72%
- pick3×1.72%
- scores3×1.72%
- add2×1.15%
- api2×1.15%
- background2×1.15%
- conditions2×1.15%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
