Chapter 6: New Customer Set Up & Billing
IN THIS LESSON
Customer Onboarding in Salesforce
We must onboard new customers in Salesforce
Salesforce Training in Workday (accessed through Equifax VDI > Workday > Learning > Topics > Salesforce EFX 4BIZ CRM Training)
AFS-Application For Service
*Note: It’s important to chose the correct Permissible Purpose on this form (section 9), or it will be delayed.
TruPic Virtual Onsite Application
Equifax uses Truepic to do the required virtual verification of a physical business as part of the credentialing process.
The Truepic support team can be reached by using support@truepic.com if any applicants would like to work through issues via email. If they'd prefer to talk with someone, Truepic can be reached by calling 619-512-9759.
Truepic tips and FAQs can be found at https://www.truepic.com/support
Sample email