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Installation Steps
To install the apps, please click on the link below:
Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3j000001IiLy
Sandbox - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3j000001IiLy
Please go to Appexchange for the latest version or email at support@cloudmaveninc.com
How to provide permission
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Login to your Salesforce Org where the package is Installed.
Note: We will be creating a Public site to receive all the web hooks from the Plaid. Since it will be an external User, Please make sure that the external profiles does not have access to any Object or Field permissions.
Note : Check the Webhook URL in the Postman(Application) for every Environment Before Entering the Webhook URL in plaid Credentials.
Updating the Field Mapping.
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14. Paste the Email Template code in which we have made the changes.
15. Click Save.
Congratulations! You have successfully installed Bank Connect Application.
Note: We will be creating a Public site to receive all the web hooks from the Plaid. Since it will be an external User, Please make sure that the external profiles does not have access to any Object or Field permissions.
Note : Check the Webhook URL in the Postman(Application) for every Environment Before Entering the Webhook URL in plaid Credentials.