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 seetupsetup.
In the quick find box search for custom settings.
Seach Search for Plaid Request field Mapping custom settings.
Click Manage.
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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 - Banke Bank Verification Request.
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Update Page Layout
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Provide Access(Read, Create, and Edit) to the below Objects.
Transactions
Income
Historical Balances
Bank Verification
Bank Accounts
Assets
Bank Connect Logs
Holdings
Now provide access to Apex classes
Go to Site Guest User profile again and click on Apex class Access.
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Provide Access to below classes.
bankconnect.WSProductService
bankconnect.PlaidCallbackService
Guest User profile again and click on Apex class Access.
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Provide Access to below classes.
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.
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Create New.
Select Custom(without using Classic Letterhead) option.
Click Next.
Populate the Fields.
Folder - Choose any folder in which you want to store your template.
Available for use - True.
Email Template Name - BankConnectEmail Template(You can populate this field with your desired name)
Subject - Bank Verification Required.
Paste the Email Template code in which we have made the changes.
Click Save.
Congratulations! You have successfully installed Bank Connect Application.