This functionality allows you to programmatically refresh one or more Plaid products associated with Bank Verification records. It can be invoked either through Salesforce Flows or Apex code, providing flexibility to automate and customize refresh operations as needed.
How to Use the Refresh Method
You can use the following Apex method to refresh Plaid products:
bankconnect.InvocableRefreshPlaidProducts.refreshPlaidProducts(listIds);
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listIds: This parameter accepts a list of Bank Verification record IDs that you want to refresh. The method will process each record and update the related Plaid product data accordingly.
Configuration via Custom Setting
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Login to Salesforce
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Navigate to Setup-> Custom Settings
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Click Manage on Plaid Common Settings.
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Either Create or Edit the entry with name: AutomaticRefresh_ProductList
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In case of multiple products, separate them by comma (',') for example: auth,assets
AutomaticRefresh_ProductList
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This custom setting defines which Plaid products should be refreshed for each selected Bank Verification record.
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It acts as a configurable list of products, ensuring that only the specified products are refreshed during the operation.
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By updating this setting, you can control and tailor the refresh process without changing the code.
Key Benefits
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Automated Refresh: Seamlessly update Plaid product data on-demand or on a schedule using Salesforce Flows or Apex.
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Customizable Scope: Target specific Bank Verification records and only refresh relevant products based on your business requirements.
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Easy Configuration: Modify the products to refresh simply by updating the
AutomaticRefresh_ProductListcustom setting, eliminating the need for code changes.