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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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Lightning Action(This step is required only if we are using objects other than Contact and Lead)
This is to ensure that the user can access bank verification button from the source object's page itself.
In this step, we are going to create a Lightning Action.
From Object Manager go to any Object from where you want to trigger Bank Verification Process.
Click on Button Links and Actions.
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Guest Users need access to Apex classes to read and process the Webhooks received from BotdocPlaid.
In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
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bankconnect.WSProductService
bankconnect.PlaidCallbackService
Create a Bank Verification URL Field
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Create a Formula field for the URL that is sent out in an email(On Bank Verification Object).
In Formula Field add below formula and make changes to the formula accordingly.
Copy the URL of the site.
Paste the site URL till force.com.
Formula - HYPERLINK("https://cloudmaven-merchantone-apply.cs78.force.com/bankConnect/?bankconnect__plaidId=" + bankconnect__Encrypted_Record_Id__c , "Authentication URL")
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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.