Pre-Onboarding Questionnaire | Cloud Maven

This document serves as a checklist to gather all required information before configuring Cloud Maven's Bank Connect application. Collecting these details ensures the application is properly aligned with the client's Salesforce processes, Plaid account settings, automation needs, and compliance requirements.

Who should fill this out: Sections 1–3 are best answered together with your Salesforce admin and finance/Plaid contact. Sections 4–10 are typically completed by your Salesforce admin, since they involve page layouts, automation, and email configuration. If you're not sure who owns a section, just leave it blank and flag it — we'll walk through it on the kickoff call.

1. Onboarding & Contacts

Question	Response
Primary implementation contact (name, email, role)
Expected go-live date
Target environment for initial setup

2. Pre-Installation Prerequisites

Question	Response
Is Salesforce Sites enabled? Used to generate and share bank-verification links with customers. If not enabled, confirm your preferred Site domain and we'll assist with setup.
Is Email Deliverability set to "All Emails"? Required if you plan to send verification emails.
Have you installed the latest Bank Verification package from AppExchange? If not, contact us at Customer Success for the installation link.
Which Org-Wide Email Address should be used for outgoing bank-verification emails? (Optional — messages can instead be sent from the logged-in user.)

3. Plaid Account Setup

Complete this section only if you are not an existing Plaid customer — Cloud Maven will use it to create your Plaid account.

Question	Response
Client company name
Company address
Website link
Primary use case
Which Plaid products need to be enabled?

Note: API keys, client secrets, and other required credentials must be provided by the client if you are an existing Plaid customer. These are necessary to enable authentication and communicate with banking institutions.

4. Source Object Details

Question	Response
Which Salesforce standard or custom objects will Bank Verification be used on?
Which record type(s) should have the Bank Connect feature? In Salesforce, this is called the "Source Object" — e.g., Case, Opportunity, Patient Record, Contact.
Which page layouts should include the "Bank Verification Request" action? This helps us ensure proper component placement for end users.
Which apps need the Verification Request button or Related List list visible? Example: "Service Console."

5. Products Enablement

Please indicate which Plaid products you'd like enabled, along with default data retrieval preferences.

Product	Configuration Details / Response
Auth	Questions related to Processor Token Feature. if the feature needs to be enabled. Enable Processor Token Feature
Balance	N/A
Liabilities	N/A
Assets	Preferred duration for transaction/history retrieval? Enable Asset PDF?
Transactions	Default transaction look-back period?
Investments	Default look-back period for investment transaction history?
Statements	Default statement retrieval period after verification?
Identity Verification	Client will connect with our team to configure the Identity Verification Template and generate a template ID for each environment (Sandbox/Production). Setup guide: Identity Template Setup Guide
Income Verification	Enable Bank Income or Payroll Income? If Payroll: allow document upload, or connect only through payroll providers?

6. Salesforce Site & Domain Details

Question	Response
Do you already have a Salesforce Site enabled for public access? If yes, provide Site details. If no, confirm your preferred Site name and domain — we'll help create one.

7. Access & Licensing

Question	Response
Who will be using the Bank Verification Request? Please list users or user roles who require access, so appropriate permissions and visibility can be granted.
Do you require any role-based restrictions or access controls? (e.g., limit certain functionality based on user profile or role)

8. Email Preferences

Question	Response
Email Subject and Content: This email template will be used to send an email to the recipient when a Bank Verification Request is created

9. Automation Preferences

Question	Response
Do you want to automatically generate a verification link upon certain triggers? (e.g., when an Account is created)
Should there be any automated record updates? (e.g., update Opportunity status after verification is complete)
Do you want to enable Sequencing? (When one or more products can be requested using a single request?)
Would you like to allow customers to authenticate with multiple banks within the same request?

10. Sequencing

Question	Response
Do you want to enable Sequencing?
If yes to above , please provide the details on sequencing? You can use the below documentation to get more idea on Sequencing and provide us with the relevant information How to Setup Product Sequencing

Question

Response

Do you want to enable Sequencing?

If yes to above , please provide the details on sequencing?

You can use the below documentation to get more idea on Sequencing and provide us with the relevant information

How to Setup Product Sequencing

10. Multiple Bank Authentication

Question	Response
Do you want to allow customers to connect to multiple Bank Accounts in the same request?

11. Notifications

Question	Response
Would you like to notify internal users when a request is complete? (e.g., via email or Salesforce notification)

12. Additional Requirements

Question	Response
Do you use any external systems or portals that should integrate with Bank Connect?

Thank you for completing this questionnaire. Please return it to your Cloud Maven implementation contact — we'll follow up to confirm details and schedule your kickoff call.