Last updated on 30-10-2023
Insert tabs into the app
When you’re logged into your Salesforce organization:
Click on the settings icon.
Then select “Setup”.
Once you’re in the setup, locate “App Manager”.
You can search for it using the “Quick Find” feature at the top left of the screen or find it under “Apps”.
Click the “App Manager”.
After accessing the App Manager, find the app where “Risika Risk & Credit” needs to be used.
In this example, we’re installing”Service”.
When you’ve found the app, click on “Edit”.
After clicking “Edit”, do the following:
Locate “Risk & Credit – Admin and Search” tabs.
Then, click “Add” to include them in the right-side list.
Finish by clicking “Save”.
Insert tabs on the account
Now, go to the app you modified.
To do this, click on the “App Launcher”.
Then select your app.
Once you’re inside your app:
Click on “Account”. Thereafter, go to any account.
Click the settings icon.
Then choose “Edit page”.
After clicking “Edit Page”, you’ll be taken to the following page. Here’s what you need to do:
Activate the Main Window, which is indicated by a blue border around the box.
Then, click “Add Tab”.
The new tab is now created.
You can change its name by clicking on the tab visible on the right side under tabs.
A new window will appear where you can name the new tab. You need to set the top one to “Custom” in order to edit the name.
After naming the tab, add a Visualforce module to the new tab.
To do this, go to the new tab.
Find the Visualforce module in the left-side menu (you can use the search field at the top of the left-side menu).
Then drag and drop the module into the “Risk & Credit” tab.
After adding the Visualforce module to the tab, make sure you’ve selected “Risk & Credit info” on the right side.
There are two “Risk & Credit info” options; choose the one at the top of the list.
The number of pixels should be the height suited for your organization. Once you’ve finished configuring, click “Save” to save and complete this step.
The next step is to create a “Risk & Credit” tab in the sidebar.
To do this, focus the smaller window to the right of the window you just configured.
Once it’s focused, click “Add Tab”.
Now that the tab is created.
Change its name by clicking on the tab in the right-sided menu.
The tab will appear in a pop-up window where you can edit the name. You need to set the top one to “Custom” in order to edit the name.
After changing the name.
Focus the tab.
Then find the Visualforce module, which you’ll later drag and drop into the tab.
After adding the Visualforce module to the tab.
Locate “Risk & Credit info”. Note that this time you should choose the bottom one of the two “Risk & Credit info” options.
Finish the configuration by clicking “Save”.
Insert fields on the account
Now that both panels are configured, you can start adding fields to the integration.
To do this, stand on “Details”.
Then click on “Fields”.
If you see the information in the top right corner:
Follow the instructions to upgrade.
If you don’t want to upgrade to dynamic forms, you can continue with the usual process instead.
Once the upgrade process is taken care of.
1, 2 & 3: Add fields by dragging and dropping the desired fields into the “Details” tab. Finish and complete by clicking “Save”.
After saving the fields, it may be necessary to activate the layout.
Grant access to the app
The first time you open a Risk & Credit tab, you will be greeted with this prompt.
Fields
Field label Fieldname Type Notes Risk & Credit Key Siteshop__riskcredit_company_key__c string Risk & Credit Last Updated Siteshop__riskcredit_company_updated__c string Local company ID Siteshop__riskcredit_local_organization_id_id__c string Company Name Siteshop__riskcredit_company_name__c string Company type Siteshop__riskcredit_company_type_long__c string Company type Siteshop__riskcredit_company_type_short__c string Registered for VAT Siteshop__riskcredit_vat__c bool Name of bank Siteshop__riskcredit_bank_company_name__c string Bank ID Siteshop__riskcredit_bank_local_id__c string Bank country Siteshop__riskcredit_bank_local_country__c string Email Siteshop__riskcredit_email_email__c string Email hidden Siteshop__riskcredit_email_hidden__c bool Phone Siteshop__riskcredit_phone_phone_number__c string Phone hidden Siteshop__riskcredit_phone_hidden__c bool Listed Siteshop__riskcredit_listed__c bool/string City Siteshop__riskcredit_address_city__c string Company name Siteshop__riskcredit_address_coname__c string Street number Siteshop__riskcredit_address_number__c string Address Siteshop__riskcredit_address_street__c string Country Siteshop__riskcredit_address_country__c string Zipcode Siteshop__riskcredit_address_zipcode__c int Latitude Siteshop__riskcredit_address_coordinates_lat__c double Longitude Siteshop__riskcredit_address_coordinates_lng__c double Region Siteshop__riskcredit_local_region__c string Municipality Siteshop__riskcredit_municipality__c string Postdistrict Siteshop__riskcredit_postdistrict__c string Purpose Siteshop__riskcredit_purpose__c string Website Siteshop__riskcredit_webpage__c string BOHR Date of score Siteshop__riskcredit_BOHR_date__c date/string BOHR Score Siteshop__riskcredit_BOHR_score__c int BOHR Risk assesment Siteshop__riskcredit_BOHR_risk_assesment__c string BOHR Probability of distress Siteshop__riskcredit_BOHR_probability__c string BOHR Risk code Siteshop__riskcredit_BOHR_risk_assesment_code__c string NEWTON Date of score Siteshop__riskcredit_NEWTON_date__c date/string NEWTON Score Siteshop__riskcredit_NEWTON_score__c string NEWTON Risk assesment Siteshop__riskcredit_NEWTON_risk_assesment__c string NEWTON Probability of distress Siteshop__riskcredit_NEWTON_probability__c string NEWTON Risk code Siteshop__riskcredit_NEWTON_risk_assesment_code__c string Status code Siteshop__riskcredit_status_code__c string Audit selected Siteshop__riskcredit_audit_selected__c bool Financial year end Siteshop__riskcredit_financial_year_end__c string Financial year start Siteshop__riskcredit_financial_year_start__c string Powers to bind Siteshop__riskcredit_powers_to_bind__c string Holding company Siteshop__riskcredit_holding_company__c bool Last report date Siteshop__riskcredit_last_report_date__c date/string Company registers Siteshop__riskcredit_company_registers__c string Has financial reports Siteshop__riskcredit_financial_reports__c bool Status valid from Siteshop__riskcredit_status_valid_from__c date/string Industry code Siteshop__riskcredit_industry_code__c string Industry section Siteshop__riskcredit_industry_section__c string Industry description Siteshop__riskcredit_industry_description__c string ISIC code Siteshop__riskcredit_industry_isic_code__c string ISIC section Siteshop__riskcredit_industry_isic_section__c string ISIC description Siteshop__riskcredit_industry_isic_description__c string NACE code Siteshop__riskcredit_industry_nace_code__c string NACE section Siteshop__riskcredit_industry_nace_section__c string NACE description Siteshop__riskcredit_industry_nace_description__c string Registered share capital Siteshop__riskcredit_registered_capital_value__c int Currency Siteshop__riskcredit_registered_capital_currency__c string Employees Interval Siteshop__riskcredit_number_of_employees_interval__c string Employees Siteshop__riskcredit_number_of_employees_specific__c int Incorporation Siteshop__riskcredit_date_of_incorporation__c date/string Advertisement protection Siteshop__riskcredit_advertisement_protection__c bool Internal ID Siteshop__riskcredit_internal_id__c string Timestamp Siteshop__riskcredit_ts__c datetime/string Status Siteshop__riskcredit_status__c string Adheres to credit policy Siteshop__riskcredit_credit_policy_allowed__c bool Score Siteshop__riskcredit_score__c int Risk assesment Siteshop__riskcredit_risk_assessment__c string Risk code Siteshop__riskcredit_risk_assessment_code__c string Registered share capital in 1000 Siteshop__riskcredit_registered_capital_value_k__c int
