...
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
We need to provide permissions to the users who will be using the application so that the users have access to the object and fields of this application.
Go to Setup.
Find Permission sets in Quick Find Box as shown below:
...
3. Click on Cloud Maven Bank Connect.
...
Licences are provided so that the user can access our applications.
Go to Set up.
Find Installed Packages in Quick Box.
...
3. Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user.
...
4. Save it.
Post Installation Guide
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.
Click on the Gear Icon ⚙️ and go to setup.
In the quick find box search for custom settings.
Search for Plaid Request field Mapping custom settings.
Click Manage.
...
5. Update the Field Mapping with your Source Object Fields.
...
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.
...
4. Click on New Action.
...
5. Select and Populate the fields with below Values.
Action Type - Lightning Component.
Lightning Component - bankconnect: BankVerificationRequest_Aura
Height - 400px
Standard Label Type - None
Label - Bank Verification Request.
Name - Bank Verification Request.
...
Update Page Layout
From the Object Manager.
Click on Page Layouts.
Select the Page Layout.
...
4. Click on Mobile & Lightning. Actions.
...
This is done to ensure that the bank connect requests are received in the salseforce.
Click on the gear icon and go to setup.
In the quick find box search for sites.
...
3. Click New
...
4. Provide the required information(Label, Name, etc.)
...
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.
...
3. Click on the profile.
4. In Profile Select-Object Settings.
...
bankconnect.WSProductService
bankconnect.PlaidCallbackService
bankconnect.BankVerificationController
bankconnect.PlaidTransactionsCallBackService
Create a Bank Verification URL Field
...
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")
Email Template.
Please find the Email Template Code in below Section.
| Expand |
|---|
|
| Code Block |
|---|
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<!-- saved from url=(0046)file:///Users/leo/Desktop/Sample_Template.html -->
<html xmlns="http://www.w3.org/1999/xhtml" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" lang="EN"><head><meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
<!--[if gte mso 15]>
<xml>
<o:OfficeDocumentSettings>
<o:AllowPNG/>
<o:PixelsPerInch>96</o:PixelsPerInch>
</o:OfficeDocumentSettings>
</xml>
<style type="text/css"> body,table tr,table td,a, span,table.MsoNormalTable { font-family:'Open Sans', Helvetica, sans-serif !important; }</style>
<![endif]-->
<title> </title>
<meta name="x-apple-disable-message-reformatting">
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta name="viewport" content="width=device-width, initial-scale=1.0 ">
<link href="./Sample_Template_files/css" rel="stylesheet">
<meta name="format-detection" content="telephone=no">
<style type="text/css">
.ReadMsgBody { width: 100%; background-color: #ffffff; }
.ExternalClass { width: 100%; background-color: #ffffff; }
.ExternalClass, .ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td, .ExternalClass div { line-height: 100%; }
html { width: 100%; }
table { border-spacing: 0; border-collapse: collapse; mso-table-lspace: 0px; mso-table-rspace: 0px; margin:0 auto; }
table table table { table-layout: auto; }
img { display: block !important; over-flow: hidden !important; border: 0 !important;outline: none !important;}
body {-ms-text-size-adjust: none; margin: 0 auto !important; padding: 0 !important; -webkit-text-size-adjust: 100% !important; -ms-text-size-adjust: 100% !important;
-webkit-font-smoothing: antialiased !important;
}
#MessageViewBody, #MessageWebViewDiv{
width: 100% !important;
min-width:100vw;
margin:0 !important;
zoom:1 !important;
}
p {
margin: 0px !important;
padding: 0px !important;
}
td, a, span {
border-collapse: collapse;
mso-line-height-rule: exactly;
}
.ExternalClass * {
line-height: 100%;
}
@media only screen and (max-width:600px) {
.em_main_table {
width: 100% !important;
}
.em_wrapper {
width: 100% !important; max-width: 100% !important;
}
.em_hide {
display: none !important;
}
.em_align_center {
text-align: center !important;
}
.em_pad_top {
padding-top: 20px !important;
}
.em_side_space {
padding-left: 20px !important;
padding-right: 20px !important;
}
.em_bg_center {
background-position: center !important;
}
.em_full_width {
width: 100% !important;
height: auto !important;
max-width: 100% !important;
}
.em_pad_btm {
padding-bottom: 28px !important;
}
u + .em_body .em_full_wrap {
width: 100% !important;
width: 100vw !important;
}
}
</style>
</head>
<body class="em_body" style="min-width: 100%; background-color:#fbfbfb;margin:0 auto !important;padding:0;">
<!--Full width table start-->
<table class="em_full_wrap" width="100%" border="0" cellspacing="0" cellpadding="0" align="center" style="background-color:#fbfbfb;">
<tbody><tr>
<td align="center" valign="top" style="padding:10px;"><table align="center" class="em_main_table" width="600" border="0" cellspacing="0" cellpadding="0" style="table-layout:fixed;">
<tbody><tr>
<td class="em_hide" style="line-height:1px;min-width:600px;" bgcolor="#ffffff"><img src="./Sample_Template_files/spacer.gif" height="1" width="600" style="max-height:1px; min-height:1px; display:block; width:600px; min-width:600px;" border="0"></td>
</tr>
<!-- ===== PRE-HEADER SECTION ===== -->
<tr>
<td><table bgcolor="#fbfbfb" width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td width="30" class="em_hide"> </td>
<td valign="top" class="em_side_space"><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td height="15" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_grey_txt" style="font-family:'Open Sans', Arial, sans-serif;font-size:14px;text-align:center;padding-left:0px;padding-right:0px;color:#808080;line-height:24px;font-weight:300;">
<a style="color:#808080;text-decoration:none;" href="file:///Users/leo/Desktop/*%7CARCHIVE%7C*"> View Email in Browser</a>
</td>
</tr>
<tr>
<td height="15" style="line-height:1px;font-size:1px;"> </td>
</tr>
</tbody></table></td>
<td width="30" class="em_hide"> </td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td bgcolor="#ffffff" style="background-color:#ffffff;border-radius:5px;box-shadow:1px 1px 10px 1px #dddddd;">
<table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td height="25" style="line-height:10px;"> </td>
</tr>
<tr>
<td><table width="300" border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td><a target="_blank" style="color:#80BB01;text-decoration:none;" href="https://cloudmaveninc.com/"><img alt="logo" src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapl&operationContext=DELIVERY&contentId=05T3j00000TnBQJ&page=0&d=/a/3j000000M0QJ/lkGM6VWNf5vBmiUErnnyShnQwyB8cgVrBZkeTmmTt0c&oid=00D3j000000i85o&dpt=null&viewId=" width="300" height="44" style="max-width:300px;"></a></td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td height="20" style="line-height:10px;"> </td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td background="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Jpg&versionId=0683j000008Eaph&operationContext=DELIVERY&contentId=05T3j00000TnBPu&page=0&d=/a/3j000000M0QY/0b4qYZuV3dl7kAUs4fCe2vQd0z.aLPhzEl81tOuxRZc&oid=00D3j000000i85o&dpt=null&viewId=" align="center" valign="top" style="background:url('https://i.imgur.com/MZL8kQO.jpg');background-color: #004F95;-webkit-background-size: cover; -moz-background-size: cover; -o-background-size: cover; background-size: cover;background-position: top center;" class="em_bg_center"><!--[if gte mso 9]>
<v:rect xmlns:v="urn:schemas-microsoft-com:vml" fill="true" stroke="false" style="width:600px;height:200px;">
<v:fill type="tile" src="https://i.imgur.com/MZL8kQO.jpg" color="#ffffff" />
<v:textbox inset="0,0,0,0">
<![endif]-->
<table width="90%" align="center" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td height="50" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_dark_grey_txt" style="font-family:'Open Sans', Arial, sans-serif;font-size:27px;text-align:center;text-transform:none;color:#ffffff;letter-spacing:0px;font-weight:300;">
Bank Verification Required
</td>
</tr>
<tr>
<td height="10" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_grey_txt" style="font-family:'Open Sans', Arial, sans-serif;font-size:14px;text-align:center;padding-left:0px;padding-right:0px;color:#ffffff;line-height:24px;font-weight:400;letter-spacing: 2px;">
{!bankconnect__Bank_Verification__c.CreatedDate}
</td>
</tr>
<tr>
<td height="50" style="line-height:1px;font-size:1px;"> </td>
</tr>
</tbody></table>
<!--[if gte mso 9]>
</v:textbox>
</v:rect>
<![endif]--></td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td width="40" class="em_hide"> </td>
<td valign="top" class="em_side_space"><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td height="40" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_grey_txt" style="font-family:'Open Sans', Arial, sans-serif;font-size:16px;text-align:left;padding-left:0px;padding-right:0px;color:#333333;line-height:24px;font-weight:300;">
Hello {!bankconnect__Bank_Verification__c.bankconnect__First_Name__c}, <br><br>
<p style="font-family:'Open Sans', Arial, sans-serif;font-size:18px;text-align:center;padding-left:0px;padding-right:0px;color:#0e6b0e;line-height:24px;font-weight:700;">Thank you for Submitting the Application!!</p><br/>
We require few more details related to your Bank Account.
Please Click the Below Link to verify your Account so that we can securely pull the required information.<br> <br>
</td>
</tr>
<tr>
<td height="30" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td><table width="160" border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td valign="middle" bgcolor="#003791" height="45" style="padding-left: 10px;padding-right: 10px;font-family:'Open Sans', Arial, sans-serif;font-size:14px;text-align:center;border-radius:5px;color:#ffffff;letter-spacing:1px;text-transform:uppercase;font-weight:300;">
<a href="https://bankconnect-developer-edition.na113.force.com/?bankconnect__plaidId={!bankconnect__Bank_Verification__c.bankconnect__Encrypted_Record_Id__c}" target="_blank" style="text-decoration:none;color:#ffffff;display:block;line-height:45px;">
Verify Account
</a>
</td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td height="30" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_grey_txt" style="font-style:italic;font-family:'Open Sans', Arial, sans-serif;font-size:16px;text-align:left;padding-left:0px;padding-right:0px;color:#333333;line-height:24px;font-weight:300;">
</td>
</tr>
<tr>
<td height="50" style="line-height:1px;font-size:1px;"> </td>
</tr>
</tbody></table></td>
<td width="40" class="em_hide"> </td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td bgcolor="#003791" style="background-color:#003791;border-radius:0px 0px 5px 5px; "><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td height="30" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td width="30" class="em_hide"> </td>
<td><table width="100%" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td><table width="290" border="0" cellspacing="0" cellpadding="0" align="left" class="em_wrapper">
<tbody><tr>
<td><table width="290" border="0" cellspacing="0" cellpadding="0" align="center" class="em_wrapper">
<tbody><tr>
<td class="em_align_center" style="font-family:'Open Sans', Arial, sans-serif;font-size:14px;text-align:left;padding-left:0px;padding-right:0px;color:#ffffff;line-height:24px;font-weight:300;">
<span style="font-weight:700;">CONTACT US</span>
</td>
</tr>
<tr>
<td height="5" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" align="left" class="em_wrapper">
<tbody><tr>
</tr><tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td width="12" style="padding-right:2px; ">
<img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapi&operationContext=DELIVERY&contentId=05T3j00000TnBPz&page=0&d=/a/3j000000M0QT/YBWS_xMsiOYPQjFfZ9inGowzC4To4ckFjSOcEs40QDc&oid=00D3j000000i85o&dpt=null&viewId=" alt="ico" width="11" height="9" style="display:block;border:none; max-width:11px;" border="0">
</td>
<td style="padding-left:3px;font-family:'Open Sans', Arial, sans-serif;font-size:12px;text-align:left;color:#ffffff;line-height:20px;font-weight:300;">
<a target="_blank" style="color:#ffffff;text-decoration:none;" href="tel:++1(646) 604-9857">+16466049857</a>
</td>
</tr>
</tbody></table>
</td>
</tr>
</tbody></table>
</td>
</tr>
<tr>
<td style="padding-top:1px;">
<table border="0" cellspacing="0" cellpadding="0" align="left" class="em_wrapper">
<tbody><tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td width="12" style="padding-right:2px; ">
<img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapn&operationContext=DELIVERY&contentId=05T3j00000TnBQO&page=0&d=/a/3j000000M0QE/0kzi_Plttg4VtM_LyppTuFZHeJeeY2IukNONwwM.ZaI&oid=00D3j000000i85o&dpt=null&viewId=" alt="ico" width="11" height="9" style="display:block;border:none; max-width:11px;" border="0">
</td>
<td style="padding-left:3px;font-family:'Open Sans', Arial, sans-serif;font-size:12px;text-align:left;color:#ffffff;line-height:20px;font-weight:300;">
<a target="_blank" style="color:#ffffff;text-decoration:none;" href="mailto:solutions@cloudmaveninc.com"> solutions@cloudmaveninc.com</a>
</td>
</tr>
</tbody></table>
</td>
</tr>
</tbody></table>
</td>
</tr>
<tr>
<td style="padding-top:1px;">
<table border="0" cellspacing="0" cellpadding="0" align="left" class="em_wrapper">
<tbody><tr>
<td>
<table border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td valign="top" width="12" style="padding-top:3px; ">
<img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapd&operationContext=DELIVERY&contentId=05T3j00000TnBPp&page=0&d=/a/3j000000M0QM/8LVO1OUYSliIEQFTDqBDGHFFNbCDV9W7NyiuELcb_xg&oid=00D3j000000i85o&dpt=null&viewId=" alt="ico" width="12" height="14" style="display:block;border:none; max-width:12px;" border="0">
</td>
<td valign="top" style="padding-left:3px;font-family:'Open Sans', Arial, sans-serif;font-size:12px;text-align:left;color:#ffffff;line-height:20px;font-weight:300;">
747 Third Avenue, 2nd Floor New York, NY 10017
</td>
</tr>
</tbody></table>
</td>
</tr>
</tbody></table>
</td>
</tr>
</tbody></table></td>
</tr>
</tbody></table>
<table width="250" border="0" cellspacing="0" cellpadding="0" align="right" class="em_wrapper">
<tbody><tr>
<td class="em_pad_top"><table width="250" border="0" cellspacing="0" cellpadding="0" align="center">
<tbody><tr>
<td height="5" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td><table width="160" class="em_wrapper" align="right" border="0" cellspacing="0" cellpadding="0">
<tbody><tr>
<td>
<table align="center" width="160" border="0" cellpadding="0" cellspacing="0">
<tbody><tr>
<td width="40" height="40"><a href="https://www.linkedin.com/company/cloud-maven-inc/" class="modimg" style="color:#7B9C4D;"><img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapc&operationContext=DELIVERY&contentId=05T3j00000TnBPk&page=0&d=/a/3j000000M0QZ/otK1QNePsjyoYIdBjBQu3SyuAu.PU9XgOcqXbfvVSq0&oid=00D3j000000i85o&dpt=null&viewId=" width="40" height="40" style="max-width:40px;display:block; border: none;" border="0" alt="fb"></a></td>
<td width="20"></td>
<td width="40" height="40"><a href="https://twitter.com/CloudMavenInc" class="modimg" style="color:#7B9C4D;"><img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapj&operationContext=DELIVERY&contentId=05T3j00000TnBQ4&page=0&d=/a/3j000000M0QO/_kbdsH0ZJ5YcNYoXqxcMGFaIfNvaleTAQqYYxNgxkaY&oid=00D3j000000i85o&dpt=null&viewId=" width="40" height="40" style="max-width:40px;display:block; border: none;" border="0" alt="tw"></a></td>
<td width="20"></td>
<td width="40" height="40"><a href="https://www.youtube.com/channel/UCoVpK_sfgozJln5JHPV4f7Q" class="modimg" style="color:#7B9C4D;"><img src="https://bankconnectpackaging-dev-ed--c.documentforce.com/sfc/dist/version/renditionDownload?rendition=ORIGINAL_Png&versionId=0683j000008Eapk&operationContext=DELIVERY&contentId=05T3j00000TnBQE&page=0&d=/a/3j000000M0QK/oZ_xrzzObd70lRT.P1CsPAefK3mIqmqMHaKgHpv0JVA&oid=00D3j000000i85o&dpt=null&viewId=" width="40" height="40" style="max-width:40px;display:block; border: none;" border="0" alt="g+"></a></td>
</tr>
</tbody></table>
</td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td height="22" style="line-height:1px;font-size:1px;"> </td>
</tr>
<tr>
<td class="em_align_center" style="font-family:'Open Sans', Arial, sans-serif;font-size:12px;text-align:right;padding-left:0px;padding-right:0px;color:#ffffff;line-height:24px;font-weight:300;">
Copyright © 2020. Cloud Maven, Inc.
</td>
</tr>
</tbody></table></td>
</tr>
</tbody></table></td>
</tr>
<tr>
<td height="30" style="line-height:1px;font-size:1px;"> </td>
</tr>
</tbody></table></td>
<td width="30" class="em_hide"> </td>
</tr>
</tbody></table></td>
</tr>
</tbody></table></td>
</tr>
</tbody></table>
</td>
</tr>
<tr>
<td height="20" style="line-height:1px;font-size:1px;"> </td>
</tr>
</tbody></table></td>
</tr>
</tbody></table>
<!--Full width table End-->
<div style="display:none; white-space:nowrap; font:20px courier; color:#ffffff; background-color:#ffffff;">- - - - - - - - - - - - - - - - - - - - - - -</div>
</body></html> |
|
...
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.