Login to your Salesforce Org where the package is Installed.
Updating the Field Mapping.
Click on the Gear Icon ⚙️ and go to seetup.
In the quick find box search for custom settings.
Seach for Plaid Request field Mapping custom settings.
Click Manage.
Update the Field Mapping with your Source Object Fields.
Here we have taken Contact as our source Object we can choose any Standard or Custom Object as our Source Object.
Lightning Action
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.
Click on New Action.
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 Verification Request.
Update Page Layout
From the Object Manager.
Click on Page Layouts.
Select the Page Layout.
Click on Mobile & Lightning. Actions.
Search for Bank Verification in Quick Find.
Click on the Related List Section of the Page Layout.
In Quick Find search for Bank Verification.
Click Save.
Adding Lightning Component on Community Layout.
From setup in quick find box search for communities.
Click on All Communities.
Click on the Builder Option.
In Custom Components search for Plaid Auth Components.
Click Publish.
Email Template.
Please find the Email Template Code in Code Section.
Copy the URL of the community or site(if you are verifying assets as well).
Paste the URL in th
From setup search for Email Templates.
Click on Classic Email Templates
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.