Bank Connect :Getting Started
Before getting started...
AppShark's Bank Connect lets you connect your Checking, Savings, Credit and Debit card accounts to Salesforce using Plaid API (www.plaid.com). Once connected, you will be able to see daily balances and transaction data from these accounts in Salesforce.
Bank Connect supports Salesforce Enterprise, unlimited editions.
Bank Connect requires the Plaid Exchange credentials
Step 1. Consultation
Request a Consultation by completing the form with accurate responses. Our consultants will only respond to complete submissions with contact and company details.
Step 2. Install
Install the Bank Connect package for Salesforce.
Step 3. Configuration
Follow the setup & configuration instructions document below:
Step 4. Do some exercises
Follow the instructions/documents in the Product Features section and try various use cases.