Problem: New Accounts need a Credit Check during the onboarding process. Currently this is manual process and done outside of Salesforce
Solution: Designed and implemented a Credit Check process using custom objects, custom metadata, Apex REST call-out and Flow to fully automate the process. Custom Object was used to store the Credit Check information and results from callout. Custom metadata stored the criteria which determined whether the customer passed the check. Apex was used to call-out to Experian and get the Credit check result. Flow was used to lookup custom metadata, update credit check status and create any Tasks if needed.
Outcome: Credit check process was fully automated cutting down on admin time for the Credit Control team and ensuring a smooth onboarding process.