Steps to Setup BankConnect via Custom Portal
- Sheni Singhal
This document provides the details on the steps of how to configure Bank Connect via a custom portal either outside or within Salesforce. We will be covering the below steps in the entire document. Please follow them to get a seamless experience of integrating Bank Connect with your portal.
Table of Contents
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Use the Customer Details to create Bank Verification Record via External Portal
The below document details the steps on how to create an API connection with Salesforce and create a Bank Verification record.
https://cloudmaven.atlassian.net/l/c/axR8S12W
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Use the Customer Details to create Bank Verification Record within Salesforce Portal
In case the portal is within Salesforce please create a Bank Verification record and set up the field values as mentions below:
Object Name: bankconnect__Bank_Verification__c
Fields:
Name | Value |
|---|---|
| Your company name (string) |
| First Name of the Customer (string) |
| Last Name of the Customer (string) |
| Email of the customer(email) |
| Semicolon separated Plaid Products: Auth;Assets;Transactions;Balance;Investments;Liabilities |
| Request duration of Assets (integer-default is set to 30) only required if Assets is in the Plaid product list |
| Â |
| Start date (Date-default is set to 90 days before the current day) only required if Transactions is in the Plaid product list |
| End date (Date-default is set to current day) only required if Transactions is in the Plaid product list |
| Your Company Name. This value will come up on the Plaid toolkit |
| true; if you don’t want an email to be sent to the customer. |
| Record Id of the Object to which you want to link the Bank Verification request |
Redirect the customer to authenticate their Bank Account via the Plaid toolkit.
Once the Bank Verification record is created please create the below url in iFrame
https://<<your Salesforce site domain>>?bankconnect__plaidId={!bankconnect__Bank_Verification__c.bankconnect__Encrypted_Record_Id__c}
This will launch our component to allow users see the Plaid toolkit and authenticate their Bank Account.
In case of any questions or concerns please feel free to reach out to us at support@cloudmaveninc.com
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