Business Intelligence Plus for Salesforce

Released: May 2026

We're excited to share the latest updates we've made to Business Intelligence Plus for Salesforce.

Our new 5.0 package expands the platform's compliance and due diligence capabilities by integrating KYC and AML workflows directly into Salesforce, enabling organisations to manage onboarding, screening, monitoring, and compliance operations from within a single platform.

For full details, click on the button to view the Release Notes.

Released: April 2026

We have updated the Data Cleaning service so that credit limits for Danish companies are now always returned in whole Danish kroner (DKK).

This change has been made to ensure consistency with:

• How limits are handled for other countries.
• How data is delivered via our business report in Connect API.

If you have Data Cleaning enabled in Salesforce, and your accounts are updated using Data Cleaning, the credit limit value for Danish companies will change as of 30th of April.

• Previously: the limit was displayed in thousand DKK (KDKK)
• Now: the limit is displayed in whole Danish kroner (DKK)

For example, if a company has a credit limit of ten thousand kroner, here is how it would be returned from Data Cleaning:

(The Scenario: 10,000 DKK)

• Before (KDKK): You would see the number 10. The "thousand" was implied by the unit.
• Now (DKK): You will see the number 10,000. The "thousand" is now written out in full.

No action is required from your side, but we recommend being aware of this change, especially if you use the credit limit value in reports, automations, or integrations.

Released: 28th February 2026

Version 4.10 of the Creditsafe Business Intelligence Plus application for Salesforce is now available.  Please upgrade to the latest version to take advantage of the latest updates and enhancements listed below: 

Company Report & Data Updates

• Improved Paid Late / Paid on Time indicators – Enhanced logic and data handling to deliver more accurate and consistent payment performance signals across supported countries.
• Expanded enrichment country coverage – Data Cleaning enrichment fields now support additional countries, increasing global data availability and enrichment success rates.
• Establishment Date coverage expanded – The Establishment Date (Incorporation Date) field is now available in more countries, enabling better company age and longevity analysis across international portfolios.
• Company Status coverage expanded – Additional countries now support the Company Status enrichment field, providing more records with standardised status values such as Active, Closed, or Liquidated.
• City enrichment expanded – City field enrichment now supported for Austria (AT), Switzerland (CH), Greece (GR), and the United Kingdom (UK/GB).
• SIC code manual matching fix – Resolved an issue where manual SIC selections could return incorrect codes, ensuring accurate industry classification when users manually match or override SIC codes.

For full details, click on the button to view the Release Notes.

Released: November 2025

We havel upgraded the matching engine in Business Intelligence Plus to a more powerful version.

What can you expect? 

The matching engine in Business Intelligence Plus will provide you with:

• An enhanced data cleaning experience.
• An increased speed of matching.
• Complete control over your batch screening schedule, so you can set dates for screening on a daily, weekly and monthly basis.

Released: July 2025

We're pleased to announce the latest enhancements to our Salesforce Business Intelligence Plus App. These include:

• Fix to SIC Codes/Description enrichment for data cleaning
• Number of branches for French companies
• Allow Multiple Active Decision Models

Released: May 2025

Our new 4.7 package offers some exciting enhancements to your Salesforce CRM, including local language reports for numerous countries, data cleaning field additions and the ability to set the frequency of your monitoring emails

Business Intelligence Plus Specialist, Lloyd Williams, takes you through the key updates in the video below.

You can find the full list of updates in the release notes below.

Released: December 2024

We're pleased to announce that Salesforce v4.5 is now live, with exciting additional features and enhancements to Business Intelligence Plus. Below are some of the key features of the latest update, along with the full release notes. 

Automate Decision Processes

A new Invocable Apex action is now available for Salesforce Flow, enabling decision-making processes to be automated. An example can be automating a decision to run when an Account record meets certain criteria.

By integrating this action using Flow, decision logic can be executed, reducing manual intervention and streamlining workflows.

Refresh Records

This feature introduces the ability to automatically refresh Account and Lead Records for countries that are not currently available in the app’s Data Cleaning functionality. This supports data consistency and accuracy across the rest of your international business profiles.

Automatically Add/Remove Records from Monitoring Portfolios

Companies can now be automatically added or removed from Monitoring Portfolios, enhancing the management of portfolios without manual effort. This can be actioned one-by-one or in bulk.

Details on how to utilise the new Creditsafe actions can be found within our user guide.

Default flows are available to help you test and automate these actions efficiently. These can be found under the Demo Flows tab in the settings.

Released: March 2024

Our new package offers some exciting enhancements in your Salesforce CRM, including over 600 new company enrichment fields, the ability to link company reports to existing Salesforce records from a Creditsafe report, and for Check & Decide users, the ability to view and update templated decision models.

For a full list of the updates, click on the button below.

Released: March 2024

The number of possible enrichment fields has increased by more than 600 data sets. Additionally, we have extended the country coverage of existing data cleaning data points, including VAT, Profit Before Tax, Net Worth and Company Status.

Make errors a thing of the past, with even more accurate and commonly formatted business fields to enrich your Salesforce records with.