User Guide - Bank Connect

• Login to the Salesforce account using your credentials.

• Go to the desired Record.

• Make sure to Populate the required fields First Name, Last Name, Email and Phone Fields of the related Account for Bank Verification Request.

• Click on Bank Verification Request Button.

Open

• As you can see all the fields are auto populated.

• Choose the Plaid Products.

Open

• Click on Submit Button.

Congratulations ! You have successfully created a Bank Verification Request. 

• The User will get an email in the below format.

• Now the user needs to hit the VERIFY ACCOUNT button to verify the Bank Account.

• Now the User needs to click the continue button.

• Select the bank based on requirement.

• Enter the credentials and Click on Submit.

• Click on Continue button.

• The User will receive an acknowledgment as shown below.

• Go to the related section tab and click on Bank verification record.

• You can view all the details in the page.