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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Provide Access to below classes.
bankconnect.WSProductService
bankconnect.PlaidCallbackService
bankconnect.BankVerificationController
bankconnect.PlaidTransactionsCallBackService
Create a Bank Verification URL Field :
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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.