Salesforce Credit Reporting Integration

Access consumer and business credit data directly within Salesforce.

What is Salesforce Credit Reporting Integration and who is it for?

Soft Pull Solutions enables businesses to access credit reporting services directly within Salesforce, allowing teams to make faster, more informed decisions without leaving their CRM. Our Salesforce integration connects credit reporting into your existing workflows, reducing manual steps, eliminating duplicate systems, and supporting compliance-focused credit access.

This Salesforce integration is ideal for organizations that rely on credit data as part of their decision-making process, including:

• Mortgage lenders and brokers
• Financial institutions and credit unions
• Fintech and alternative lenders
• Auto, equipment, and specialty finance companies
• Sales teams requiring credit insight during the sales process

Key Benefits

Designed to integrate seamlessly into your Salesforce workflow

Native Salesforce Workflow

Request and view credit reports directly within Salesforce records.
Keep sales, underwriting, and credit activity in one system.
Eliminate the need to switch between platforms.

Faster Credit Decisioning

Real-time access to credit data helps accelerate prequalification, underwriting, and approval workflows.
Enable faster responses during the sales process.

Compliance-Focused Design

All credit access is logged and auditable.
Support permissible purpose and usage requirements.
Maintain clear records for internal and external compliance reviews.

Automation Ready

Use credit data to trigger Salesforce workflows, tasks, and alerts.
Automate follow-ups, approvals, and routing logic.
Reduce manual effort while improving process consistency.

Centralized Customer & Credit Data

Keep customer information and credit insights together in one unified Salesforce record.

How it works

Salesforce Connector Setup

Credit reporting functionality is enabled through an approved Salesforce connector designed to work within your existing CRM environment.

Credit Data Configuration

Your Soft Pull Solutions account is configured to support the appropriate credit products and permissible use cases.

Data Mapping & Workflows

Credit data is mapped to Salesforce objects and fields to align with your internal processes and reporting needs.

Secure Credit Access

Users access credit data securely within Salesforce while maintaining required audit and compliance controls.

Ready to Bring Credit Reporting Into Salesforce?

Our team can help determine the best Salesforce integration approach based on your workflow and compliance requirements.

Additional Reports & Features

When you sign up with Soft Pull Solutions, you’ll have access to a variety of other detailed reports and services designed to meet your specific business needs. Click the button to view a full list of reports available to your account or to schedule a meeting.

Product Summaries Schedule A Meeting

Difference Between Soft & Hard Pulls

What Is Different?	Soft Pulls	Hard Pulls
Impact on consumer credit?	No	Yes
Social Security Number required?	No	Yes
Date of Birth required?	No	Yes
Does running an inquiry create trigger leads?	No	Yes
Do you need to print a Risk-Based Pricing Notification and give it to the consumer after you pull the report?	No	Yes
Is it a full credit report?	Yes	Yes
Is a FICO Score included with the report?	Yes	Yes
Is the report sufficient for tenant screening purposes?	Yes	Yes
Can I get consent over the phone?	Yes	Yes