FAQ.

Yes, it is certified by Salesforce. That is why the app is also available via the AppExchange.

The app can be configurated in English and Dutch.

Order the modules you prefer via the partner manager of this solution: Jacqueline Westerouen van Meeteren. If you want to order an extra module please contact her via jacqueline.westerouen.van.meeteren@company.info. She will take care that the requested module will be added to your Salesforce-environment.

These can be found on the Salesforce AppExchange.

Yes, as a Salesforce Administrator you have the rights to install and configure the app yourself. We provide a detailed installation guide that will walk you through this process step by step. It is also possible to have your Salesforce Partner support this or to request (paid) support via Valtech.

Yes, this is possible. Let us know if you have any special requirements when testing. You can request a free test period of 30-days via the Salesforce AppExchange. If you have fully tested the app in the Sandbox, you can install it on your production environment. If you need help with these installations, ask your Salesforce Partner for assistance. Don’t have a Salesforce Partner? Please contact Valtech, the builder of the app.

You can send wishes regarding the app to our Partner Manager CRM, Jacqueline Westerouen van Meeteren, via jacqueline.westerouen.van.meeteren@company.info.

No, that is not necessary. The app’s licenses come as an orgwide license, meaning each user automatically gets access to the app. Only after assigning the user to a permission set, the user can make use of the app and the data.

The permission sets represent the modules available in the app. Users may only be assigned to the modules for which a contract has been signed. Check the overview of permission sets.

Yes, this normally occurs when the app is not connected with the webservices of Company.info. You can check it by opening the app Company.info Setup and on the Company.info page check if you are still logged in. Make sure you login or are logged in with the standard user Company.info has provided, and not with the Admin user. Another reason might be that the webservice at Company.info is down. If so, you will be informed by Company.info. You can also check this via our alert page.

This can be done via one of the template Flows we have added to the package. You can clone one of the Flows and alter the assignments. Also, you can alter the Flow so it fully adapts to the processes of your organization. Download the Customization Manual from the AppExchange, which describes how to configure the Flow.

Over the course of time we have developed a best practice on how to show the fetched data to your users, and made the layout available as an Account Lightning Page template. You can check the template in Setup on the Account object (Account Record Page Companyinfo Template) and use it as a reference. Ps. The template is available from version 4.0.

The Update Service allows any business dossier data to be updated with changes from the Company.info Webservices and works as follows:

1. First, it checks all the business dossiers for updates and if an update is found, the Enrich field on the business dossier record is set to True.
2. Next, all the business dossiers with the Enrich = True will be added to a callout to get and save the updated data.

• Once the dossier is updated with the latest data from the Company.info Webservice the Enrich flag is set to false.
• If the business dossier is removed from Company.info, the IsRemoved field is set to True.
• The update service will not look for updates for business dossiers with IsRemoved = True.

If a customer is being removed from the Dutch CoC, the Update Service will set the field IsRemoved on the Business Dossier record to True. As of that moment no updates will be processed anymore for the Business Dossier records having that value. The app will not inform a user via a notification or so. This is something you have to configure yourself. Also you might need to add the IsRemoved field to the page layout. You can check via Company.info Online (if you have access to it) whether a company has been removed from the Chamber of Commerce.

When the update service fails, this is mainly caused by a data issue. For each record the update service is failing, an error log is being created having the Dossier Number that caused the issue.

Open the corresponding Business Dossier and check the following:

• Does the Chamber of Commerce Number (Registration Number) and/or the Establishment Number have the correct format (8 characters)? Sometimes a format error is caused by a data import. When importing data, sometimes the leading 0 of numbers is removed.
• Has the Business Dossier been removed from Company.info? You can check via Company.info Online (if you have access to it) whether a company has been removed from the Chamber of Commerce.

When a company is removed from the Chamber of Commerce, the file will also be removed from Company.info’s webservices. This Business Dossier can then no longer be retrieved by the app. It is possible that in the same period a change is also offered to the update service, and it then tries to retrieve the Business Dossier from Company.info. However, the update service cannot find a Business Dossier and receives an error message from Company.info, resulting in an error message in the error logs.

For more details, see the FAQ ‘How can I check if customers have been removed from the Chamber of Commerce?’

The Update Service allows any business dossier data to be updated with changes from the Company.info Webservices and works as follows:

• a. First it checks all the business dossiers for updates and if an update is found, the Enrich field on the business dossier record is set to true.
• b. Next, all the business dossiers with the Enrich = true will be added to a callout to get and save the updated data.
  • Once the dossier is updated with the latest data from the webservice the Enrich flag is set to false.
  • If the business dossier is removed from Company.info, the IsRemoved field is set to true.
  • The update service will not look for updates for business dossiers with IsRemoved = true.

So basically after the Business Dossier has been updated by the Update Service the Enrich field should be set to False. But once in a while the following situation occurs which leads to the situation that the Enrich flag is not being set to False:. The Update Service receives an update from Company.info that for example the Address has been changed at the Dutch CoC. So the update service is setting the Enrich field to True and then it tries to retrieve all the data from the Business Dossier via Company.info. In the meantime the Business Dossier has been removed from the Dutch CoC, which leads to the removal of the Business Dossier from the Company.info Webservices. The Update Service tries to call the Business Dossier because of the change it has received, but ends up in an error as no Business Dossier is available at the Company.info Webservices, and thus the Enrich field is not set to False.

You can solve this by checking the status of the organization in Company.info Online, and if they are removed from the Dutch CoC you can manually set the Enrich flag to False and the IsRemoved field to True on the Business Dossier record. The Business Dossier record will not be included in the update service anymore.

No, this is not a bug. This only occurs for organizations that have been removed from the Dutch CoC. Company.info is then removing the organizations from the Webservices database, but not from the Company.info Online database.

You can log a case via salesforcesupport@company.info. Please provide us with the following when logging the support case:

• Access to the org experiencing the issues.
• Authorisation to manually change the configuration (if needed).
• The details from the error log (if there are any).
• The details on how to reproduce the issue.

Yes, an overview of the Template Flows that the app offers, including an explanation per Flow, is available. Also, an overview of Invocable Methods is available. These Invocable Methods can be used in your own Flows.

Contact us to receive the desired overview.

If you get this error after you have done an update it is probably due to the lack of a variable in your flow.  This can be solved as follows:

1. Open the Flow that has the error
2. In tab ‘Manager’ click on ‘New Resource’
3. In ‘Resource Type’ select ‘Variable’
4. Add the following data:
   • API Name: inputCountry
   (please us the exact format)
   • Data Type: Text
   • Default Value: NL
   • Available for input: True
5. Click ‘Save’
6. On the canvas open the step ‘Organisation Search Flow’
7. Enable the Input Value ‘Selected Country’
8. Add the variable ‘inputCountry’
9. Click ‘Done’
10. Save and activate your Flow

Click here for a more detailed explanation.
Contact us if you can’t figure it out. We’ll be happy to help you out.

If the Creditsafe Company Report screen is not showing after you have done an update, it can be solved as follows:

1. Open the Flow you have set on the Account lightning page (tab Business Data)
2. Open step screen element ‘Show Business Dossier’
3. Select the ‘Account Enrichment’ header
4. Add the variable {!recordId} to the field ‘Id of the record
5. Click Done
6. Save and activate the Flow

Click here for a more detailed explanation.
Contact us if you can’t figure it out. We’ll be happy to help you out.

You can solve this problem by updating the ‘Global Value Set’ (Picklist Value Sets) for the ‘Source Feature’ field.

Click here for a more detailed explanation.
Contact us if you can’t figure it out. We’ll be happy to help you out.

This can be easily solved. Click here for a more detailed explanation.
Contact us if you can’t figure it out. We’ll be happy to help you out.

When you start using Company.info for Salesforce, you will need an agreement with two organizations:

• Company.info: for the data with which you enrich and update the company data in Salesforce.
• Valtech: to license the app. You will receive this invoice from our partner, Valtech.

The costs of the app are determined by the following elements:

• How many Salesforce user licenses do you own?
• How many modules are deployed; only Dutch data, or also international data? The business, sales or also the compliance module?
• How many companies are enriched with the desired company data?

Depending on this, it becomes clear which costs apply.

Yes, it is possible to request a free 30-day trial via the AppExchange. You will receive credits for testing our data. During the test period, we will send a number of accompanying emails to help you on your way.

Request the new app via the application form. We will contact you within 1 working day to arrange the migration.

It is possible to continue using the old app, but it will no longer be supported after this year. The moment you experience a bug in an old(er) version of the app, Valtech will not follow up / fix this. Ultimately, you decide when you switch to the new app.

The admin within your organization can indicate this via his own SF environment in ‘Access Management’. Additional users or modules can be ordered there. You will receive an invoice for this from Valtech (partner and builder of the CRM app).

The modules are constantly being improved and provided with new features. Check all the features on our plugin page.

We always send the latest version to the customers and partners who are registered with us as users of the app. If you have any doubts, please do not hesitate to contact us at service@company.info.

Check the June 2024 release notes  >

Check the November 2022 release notes  >

Check the September 2022 release notes  >

Check the April 2022 release notes  >