How to install and setup Bank Connect App

Installation Steps

To install the apps, please click on the link below: 

1. Production - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3j000001IiLy

2. 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.

1. Go to Setup. 

2. Find Permission sets in Quick Find Box as shown below: 

Open

3. Click on Cloud Maven Bank Connect. 

Open

4. Click on Manage Assignment Button 

Open

5. Click on Add Assignments 

Open

6. Click on Assign and assign the permission set to the required users. 

Open

7. Save it. 

How to provide licenses 

Licences are provided so that the user can access our applications.

1. Go to Set up. 

2. Find Installed Packages in Quick Box.

Open

3. Click on Manage Licenses of the Application in which users are needed to given licenses and to remove license of an existing user. 

Open

4. Save it.

Post Installation Guide

1. 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.

1. Click on the Gear Icon ⚙️ and go to setup.

2. In the quick find box search for custom settings.

3. Search for Plaid Request field Mapping custom settings.

4. Click Manage.

Open

5. Update the Field Mapping with your Source Object Fields.

6. Here we have taken Contact as our source Object we can choose any Standard or Custom Object as our Source Object.

Open

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.

1. In this step, we are going to create a Lightning Action.

2. From Object Manager go to any Object from where you want to trigger Bank Verification Process.

3. Click on Button Links and Actions.

Open

4. Click on New Action.

Open

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.

Open

Update Page Layout

1. From the Object Manager.

2. Click on Page Layouts.

3. Select the Page Layout.

Open

4. Click on Mobile & Lightning. Actions.

5. Search for Bank Verification in Quick Find.

Open

6. Click on the Related List Section of the Page Layout.

7. In Quick Find search for Bank Verification.

Open

8. Click Save.

Creating a Salesforce Site

This is done to ensure that the bank connect requests are received in the salseforce.

1. Click on the gear icon and go to setup.

2. In the quick find box search for sites.

Open

3. Click New

Open

4. Provide the required information(Label, Name, etc.)

5. In Active Site Home Page Lookup field Add VerifyBankConnect Visual force page.

Open

6. Click Save.

Apex Class and Object Permission Assignment to Site Guest User.

Guest Users need access to Apex classes to read and process the Webhooks received from Plaid.

1. In Global search, Search for Site Guest User.

2. Click on the site name which we have created just now.

Open

3. Click on the profile.

4. In Profile Select-Object Settings.

Open

5. 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.

Open

6. Provide Access to below classes.

• bankconnect.WSProductService

• bankconnect.PlaidCallbackService

• bankconnect.BankVerificationController

• bankconnect.PlaidTransactionsCallBackService

Create a Bank Verification URL Field

1. Create a Formula field for the URL that is sent out in an email(On Bank Verification Object).

2. In Formula Field add below formula and make changes to the formula accordingly.

3. Copy the URL of the site.

4. Paste the site URL till force.com.

5. Formula - HYPERLINK("https://cloudmaven-merchantone-apply.cs78.force.com/bankConnect/?bankconnect__plaidId=" + bankconnect__Encrypted_Record_Id__c , "Authentication URL")

Email Template.

1. Please find the Email Template Code in below Section.

2. Copy the URL of the site.

3. Paste the URL in line 249 till force.com

4. From setup search for Email Templates.

5. Click on Classic Email Templates

Open

6. Create New.

7. Select Custom(without using Classic Letterhead) option.

8. Click Next.

9. Populate the Fields.

10. Folder - Choose any folder in which you want to store your template.

11. Available for use - True.

12. Email Template Name - BankConnectEmail Template(You can populate this field with your desired name)

13. Subject - Bank Verification Required.

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.