This document provides the details on the steps of how to configure Bank Connect via a custom portal either outside or within Salesforce. We will be covering the below steps in the entire document. Please follow them to get a seamless experience of integrating Bank Connect with your portal.
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Use the Customer Details to create Bank Verification Record via External Portal
The below document details the steps on how to create an API connection with Salesforce and create a Bank Verification record.
https://cloudmaven.atlassian.net/l/c/axR8S12W
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Use the Customer Details to create Bank Verification Record within Salesforce Portal
In case the portal is within Salesforce please create a Bank Verification record and set up the field values as mentions below:
Object Name: bankconnect__Bank_Verification__c
Fields:
Name | Value |
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| Your company name (string) |
| First Name of the Customer (string) |
| Last Name of the Customer (string) |
| Email of the customer(email) |
| Semicolon separated Plaid Products: Auth;Assets;Transactions;Balance;Investments;Liabilities |
| Request duration of Assets (integer-default is set to 30) only required if Assets is in the Plaid product list |
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| Start date (Date-default is set to 90 days before the current day) only required if Transactions is in the Plaid product list |
| End date (Date-default is set to current day) only required if Transactions is in the Plaid product list |
| Your Company Name. This value will come up on the Plaid toolkit |
| true; if you don’t want an email to be sent to the customer. |
| Record Id of the Object to which you want to link the Bank Verification request |
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Redirect the customer to authenticate their Bank Account via the Plaid toolkit.
Once the Bank Verification record is created please create the below url in iFrame
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