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. Click on the Gear Icon ⚙️ and go to setup.
In the quick find box search for custom settings.
Search for Plaid Request field Mapping custom settings.
Click Manage.
Lightning Action(This step is required only if we are using objects other than Contact and Lead) 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.
Update Page Layout From the Object Manager.
Click on Page Layouts.
Select the Page Layout.
Creating a Salesforce Site Provide the required information(Label, Name, etc.)
In Active Site Home Page Lookup field Add VerifyBankConnect Visual force page.
Apex Class and Object Permission Assignment to Site Guest User. 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.
Create a Bank Verification URL Field : Email Template. Email Template
<!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;">
Bank Verification 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__Bank_Verification__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__Bank_Verification__c.bankconnect__First_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;">Thank you for Submitting the Application!!</p><br/>
We require few more details related to your Bank Account.
Please Click the Below Link to verify your Account so that we can securely pull the required information.<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://bankconnect-developer-edition.na113.force.com/?bankconnect__plaidId={!bankconnect__Bank_Verification__c.bankconnect__Encrypted_Record_Id__c}" target="_blank" style="text-decoration:none;color:#ffffff;display:block;line-height:45px;">
Verify Account
</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 249 till force.com
From setup search for Email Templates.
Click on Classic Email Templates
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.
