Dun & Bradstreet Credit Risk Integration for Salesforce

Bring Dun & Bradstreet business credit data into Salesforce so credit and collections teams can review customer risk next to AR balances, payment history, and credit limits.

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Quick Receivable Internal AR exposure

D-U-N-S matchingAccount linked to company record

Business credit indicatorsStored on the customer account

Scheduled refreshCredit data stays current

Supply Co.

D-U-N-S Number matched

Total AR $248,500
Past due $36,200
Credit limit $300,000

Limit used83%

D&B payment trend Declining

Dun & Bradstreet External business credit

Rising risk on overdue accountContext for collectors

Credit review in Salesforce

Internal and external data on one screen

Limit set by your credit team Last refresh date logged

✓ D-U-N-S Matched Accounts

✓ Credit Risk Next to AR Exposure

✓ Scheduled Credit Data Refresh

What Is the Quick Receivable Dun & Bradstreet Integration?

The Dun & Bradstreet integration adds third-party business credit information to customer accounts in Salesforce, where Quick Receivable already shows AR exposure and payment behavior.

Why Credit Data Should Sit Next to AR Data

Credit managers usually look at two things when deciding whether to extend or increase credit: what the customer owes you today and how the customer pays other suppliers. Internal AR data answers the first question. Dun & Bradstreet helps answer the second.

When D&B data lives in a separate portal, credit reviews involve copying scores into spreadsheets and emailing reports around. With the integration, the D-U-N-S Number and credit indicators are stored on the Salesforce account, next to total AR, overdue balance, credit limit, and aging.

Collectors benefit too. External risk signals give context when deciding which overdue accounts need attention first.

Without the Dun & Bradstreet Integration

Why Connect Dun & Bradstreet to Your AR Process

Credit reviews rely on manual lookups

Analysts search D&B, download reports, and retype key figures into Salesforce or spreadsheets for every review.

Credit data goes stale

A score pulled at onboarding may not reflect how a customer pays suppliers a year later.

Risk and exposure are reviewed separately

External credit data and internal AR exposure live in different tools, so decisions miss half the picture.

Collections priorities ignore outside risk

Without external signals, a large account with deteriorating credit can look the same as a reliable customer.

How the Dun & Bradstreet Integration Works

From setup to daily use, here is how Dun & Bradstreet data moves into your collections workflow in Salesforce.

Connect your D&B subscription

The implementation team connects your existing Dun & Bradstreet account to your Salesforce org.

Match customers to D-U-N-S Numbers

Salesforce accounts are matched to D&B company records so each customer has the right D-U-N-S Number.

Pull credit data onto the account

Selected D&B indicators are stored on the account next to AR balances and credit limits.

Review credit and set limits

Credit managers use internal and external data together for new applications and periodic reviews.

Refresh on a schedule

Credit data is refreshed so reviews and collections decisions use current information.

Capabilities

Dun & Bradstreet Integration Capabilities

What your AR, credit, and collections teams get when Dun & Bradstreet is connected to Quick Receivable.

D-U-N-S matching

Link each Salesforce account to the correct Dun & Bradstreet company record.

Business credit indicators

Store selected D&B credit and payment indicators directly on the customer account.

Credit limit context

See external credit data beside the credit limit, total AR, and past-due balance.

Credit review support

Use one screen for new credit applications and scheduled customer reviews.

Risk signals for collections

Give collectors outside risk context when working overdue accounts.

Firmographic enrichment

Keep company details such as legal name, address, and industry consistent across records.

Dun & Bradstreet Data Used in Quick Receivable

The data points below are typical. Final field mapping is agreed during implementation.

D-U-N-S Number Business credit scores Payment performance indicators Legal company name Company address Industry Company size Last refresh date

Credit data works alongside the AR account view described on the accounts receivable collections software page. The exact D&B data points available depend on your D&B subscription.

Benefits of the Dun & Bradstreet Integration

Remove manual D&B lookups from every credit review
Make credit decisions with external risk and internal exposure together
Keep customer credit data current with scheduled refreshes
Help collectors spot overdue accounts with rising risk
Keep company records clean and consistent in Salesforce
Give auditors a clear record of the data used in credit decisions

Related Integrations

Teams that connect this system often connect these as well.

Equifax integration: Pull Equifax commercial credit information into Salesforce for credit applications, limit reviews, and risk monitoring.
DocuSign integration: Send credit applications, payment plans, and settlement agreements for e-signature from Salesforce and keep signed copies on the account.
SAP integration: Sync customers, invoices, payments, and credit memos between SAP and Salesforce so AR work runs on current ERP data.
All Quick Receivable integrations: see every system Quick Receivable connects with in Salesforce.

FAQ

Dun & Bradstreet Integration FAQs

What does the Dun & Bradstreet integration add to Salesforce?

It links Salesforce accounts to Dun & Bradstreet company records and stores selected business credit and company data on the account, next to AR balances, credit limits, and payment history.

Do I need my own Dun & Bradstreet subscription?

Yes. The integration uses your existing Dun & Bradstreet subscription, and the data available depends on the products included in that subscription.

How are customers matched to D&B records?

Accounts are matched to D&B company records using company details such as name and address, and the D-U-N-S Number is stored on the account once a match is confirmed.

How often is D&B data refreshed?

Refresh timing is set during implementation. Many teams refresh on a schedule and also pull updated data before a credit review.

Can I use Dun & Bradstreet and Equifax together?

Yes. Some teams use both sources for different customer segments or as a second opinion during credit reviews.

Does the integration make credit decisions automatically?

No. The integration provides data. Credit limits and approvals remain decisions made by your credit team.

Get Started

Review Customer Credit Risk Inside Salesforce

Schedule a 30-minute call. We will show you D&B credit data next to AR exposure and collections activity in your Salesforce org.

Schedule a Free Demo

No commitment. Implementation included. Cancel anytime.