Login to your Salesforce org where the package is installed.
Check for Lookup between Plaid Payment and Source object. If there is no lookup, create a lookup relationship between them.
Create a Button named as Initiate Payment on Supplier Invoice(Source object).
Action Type:- Lightning Component
Height:- 450px
Lightning Component: PaymentTransferAura
Label: Initiate Payment
Add the Button to Source Object(Supplier Invoice) Page Layout
Add Related List Secure EmailMessages to the Source Object(Supplier Invoice) Page Layout.
Creating a Salesforce Site
Click on the gear icon and go to setup.
In the quick find box search for sites.
Click New
Provide the required information(Label, Name, etc.)
In Active Site Home Page Lookup field Add VerifyBankConnect Visual force page.
Click Save.
Apex Class and Object Permission Assignment to Site Guest User.
In Global search, Search for Site Guest User.
Click on the site name which we have created just now.
Click on the profile.
Now provide access to Apex classes
Go to Site Guest User profile again and click on Apex class Access.
Provide Access to below classes.
bankconnect.InvocablePaymentInitiationProcess
bankconnect.PaymentTransferController
bankconnect.WSPaymentServices
Add Plaid Credentials
Search for Custom Settings in Quick Find Box Under Setup
Go to Plaid Credentials
Click on Edit and Add Credentials as below:-
Email Template.
Please find the Email Template Code in below Section.
<!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;"> Payment Approval 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__Plaid_Payment__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__Plaid_Payment__c.bankconnect__Source_Account_Holder_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;">You have a payment to Approve!!</p><br/> Please Click the Below Link to verify the Payment and Approve.<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://evomunio--banksb4.sandbox.my.salesforce-sites.com/bankconnect/?bankconnect__paymentId={!bankconnect__Plaid_Payment__c.bankconnect__Encrypted_Payment_Record_Id__c}" target="_blank" style="text-decoration:none;color:#ffffff;display:block;line-height:45px;"> Verify Payment </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>Copy the URL of the site.
Paste the URL in line 248 till http://force.com
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 - Plaid Payment Email Template(You can populate this field with your desired name)
Subject - Approve Payment.
Paste the Email Template code in which we have made the changes.
Click Save.
Enter Template Name in Custom Setting
Search for Custom Settings in Quick Find Box Under Setup
Go to Plaid Common Setting
Add the name of the Email Template you created as value in payment_email_template setting.
Write a Flow to Update Lookup and Start Payment Processing
Click on New Flow.
Select Record Triggered Flow.
Click on Free form.
Select Plaid Payment object.
Set Entry Condition as below:-
Start Payment Processing Equals True
Drag Update Record Element from the Left-side list of Elements and set Filter Conditions as below:-
Parent Record Id is not Null and,
Parent Record Id satrts with aCF(First 3 digit of Record Id of Source Object)
Set the value of Lookup Field as below:-
Drag Action Element from the Left-side list of Elements and call the Apex Class bankconnect_InvocablePaymentInitiationProcess Class as shown below:-
Congratulations! You have successfully installed Payment Transfer Application.