This page explains the data model for the Bank Connect application, which integrates Plaid with Salesforce. The data model defines how information flows between Plaid and Salesforce, and how it is organized, stored, and linked together inside the Salesforce platform.
🧩 Object Relationship Overview
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Bank Connect is the central object, and all other objects are related to it via Master-Detail or Lookup relationships.
🧾 Object Schema
|
Object |
Child |
Parent |
|---|---|---|
|
Bank Verification |
|
Source Record (e.g., Contact, Account) |
|
Bank Account |
|
Bank Verification(Master Detail) |
|
Bank Transactions |
|
|
|
Historical Balance |
Lookup to the parent record (e.g., Loan, Opportunity, etc.). |
|
|
Plaid Income |
Bank Transactions |
|
|
Investment Transactions |
- |
Holdings(Look up) |
|
Holdings |
Investment Transactions |
Bank Account (Master Detail) |
|
Liabilities |
Annual Percentage |
Bank Account (Master Detail) |
|
Annual Percentages |
- |
Liability (Master-Detail) |
|
Identity Verification |
Identity Document |
Bank Verification(Look up) |
|
Identity Documents |
|
|
|
Plaid Statements |
|
|
|
Owner |
|
Bank Account (Look up) |
|
Owner Address |
|
Owner (Master Detail) |
|
Owner Contact Detail |
|
Owner (Master Detail) |
|
Bank Connect Logs |
|
Bank Verification(Look up) |
📊 Visual Overview
