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 Name and Email to create Bank Verification Record.
Via External Portal
Within Salesforce Community or Sites
Redirect the customer to authenticate their Bank account via the Plaid toolkit.
Use the Customer Name and Email to create Bank Verification Record via External Portal
Use the Customer Name and Email to create Bank Verification Record within Salesforce Portal
Redirect the customer to authenticate their Bank Account via the Plaid toolkit.
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