Setting up Plaid Bank Integration

To set up Plaid Bank Integration you must complete the following tasks:

Set up the remote site settings
In Custom Settings, specify the maximum number of line items for the statement import process
Customize the Bank Account Connections page layout
Customize the Bank Account page layout
Create a dedicated Plaid Integration user

You must be signed in with System Administrator permissions to perform these tasks.

Note:
The following instructions refer to setting up your production environment. If you want to configure a sandbox environment, see Additional Considerations for Sandbox Environments.

Prerequisites

The following protected custom settings must be configured by Certinia Support.

Plaid Configuration Settings
Plaid Environment Settings
Plaid Integrations Settings

These settings control your access to Plaid and your environments.

Remote Site Settings

The remote site setting is included in the package to allow the Plaid URL. It must be set to:

For production environments: https://production.plaid.com. This is the default value in the released package.
For sandbox environments: https://sandbox.plaid.com.

Check that the remote site setting required for the Plaid Integration has been set up correctly during installation. To do this:

Click Setup | Remote Site Settings.
Locate the Plaid Environment remote site setting and check that the Remote Site URL is set to:

For production environments: https://production.plaid.com
For sandbox environments: https://sandbox.plaid.com

If the Plaid Environment remote site has not been created, you can create it manually. Ensure that you set the Remote Site URL to https://production.plaid.com for production environments. For more information, see "Configuring Remote Site Settings" in the Salesforce Help.

Custom Settings

The statement import process is controlled by a custom setting to ensure the volume of bank statement line items does not exceed the number that can be displayed on the bank statement reconciliation page. If the maximum value is exceeded then multiple statements are created and the statement reference will have a numerical suffix applied. These must be reconciled in sequence starting with the lowest number.

As Plaid supports more countries, you can enable these in your org using a custom setting. For more information about the countries supported by the Plaid bank integration, see Plaid's website.

To configure custom settings for the Plaid integration:

Go to Setup | Develop | Custom Settings.
Click Manage next to Accounting Settings, then click Edit.
Set the Maximum Bank Reconciliation Transactions value to the number of lines you want to include in a statement.
[Optional] In the Supported Plaid Country Codes setting, add a country's two character code prefixed with a comma. Country codes can be found by visiting Plaid's website. For example, to enable United States and Canada, enter US,CA.
Click Save.

Customizing the Bank Account Connections Page Layout

You must add the Currency field to the page layout for the Bank Account Connections custom object. Validation will ensure you enter a valid currency for any bank account you connect to through Plaid.

From Setup, click Object Manager.
ClickBank Account Connections.
Click Page Layouts and select Bank Account Connection Layout.
Drag the Currency field to the Connected Bank Account section of the page layout.
Click Save.

Customizing the Bank Account Page Layout

You must add the Import Statements button to the layout for the Bank Account custom object.

From Setup, click Object Manager.
Click Bank Account.
Click Page Layouts and select Bank Layout.
Click on Mobile & Lightning Actions.
Drag the Import Statements button from the Mobile & Lightning Actions section of the palette and drop it in the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Click Save.

Setting up Users

You must create a dedicated Plaid Integration user with a Accounting license and access to all companies. This user is required to connect to bank accounts through Plaid and must not be used for anything else. You must also assign additional permission sets to Accounting users who need to use the functionality made available by the Plaid Bank Integration.

To create a dedicated Plaid Integration user:

Create a user record for the Plaid Integration user. This must be a standard Salesforce user.
Assign the following permission sets to the new user:

Accounting - Bank Connections - Manage Connections
Accounting - Bank Connections - Create Logs
Accounting - Bank Statements - Read Access
FDN AsyncAPI - Process

Assign the following permission sets to any Accounting users who need access to bank accounts connected through Plaid, or need to import statements via the Plaid Bank Integration:

To set up standard Accounting users:

Accounting - Bank Connections - Link Bank Account
Accounting - Bank Statement - Import
Accounting - Bank Account - Read Access

Note:

The existing Accounting - Bank Statement - Import permission set has been updated to include Read access to the Bank Account Connections object. If you have cloned this permission set, you will need to update your cloned version to include this additional permission.