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:

• • Configuration Documentation.

Step 4. Do some exercises

Follow the instructions/documents in the Product Features section and try various use cases.

Need product support or looking for something else?

Please submit a support request on the Contact Us page, a product specialist will get in touch with you.