Post Installation Steps - Custom Forms (Lazarus)

1. Go to Salesforce AppExchange

2. Search for Plaid Bank Connect - Authenticates Banks, ID & Income Verifications.

3. Click "Get It Now" and select the Salesforce environment (Production or Sandbox)

4. Follow the on-screen prompts to install the package

5. Assign user permissions during the installation process

1. Go to Salesforce AppExchange

2. Follow the on-screen prompts to install the package

3. Assign user permissions during the installation process

Step 1 - Remote Site Settings

Create the following remote site in the remote site settings and make it active:

• Go to Setup.

• Search Remote Site Settings.

• Click on “New Remote Site”.

• Fill in the below details -
  Remote Site Name - Lazarus
  Remote Site URL - https://api.lazarusforms.com
  Active checkbox - Selected

Step 2 - Feature Entitlements

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Settings.

• Go to “Feature Entitlements”.

• Select “Custom Forms” and Save.

Step 3 - Plaid Common Settings

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Settings.

• Go to Plaid Common Settings.

• Create the following entries:

Step 4 - Document Insight Common Settings

• Click on the gear icon and go to setup.

• In the quick find box search for Custom Metadata Types.

• Go to Document Insight Common Settings.

• Change the following entry as per client requirement:

Step 5 - Permission Sets

• Click on the gear icon and go to setup.

• In the quick find box search for Permission Sets.

• Go to Cloud Maven’s PDF Insight Permissions.

• Click on Manage Assignments. Select the Users who’ll be using the Document Insights Application.

Step 6 - Update Page Layout

Source Object -

• Click on the gear icon and go to Edit Page.

• Create a new Tab with Label as “Custom”.

• Put the value “Custom Document” in the Custom Label, and click on Done.

• Click on the newly created tab.

• From the list of components, Drag and Drop “parentCustomFormInsightRequest” component in this tab.

• Save the Page.

• Click on the gear icon and go to Setup

• Click on the Object Manager.

• Select the Source Object, and Go to the Page Layouts.

• Open a page layout, and click on Related Lists.

• Drag and Drop Document Insights in the Related Lists Section.

• Click on Save.

Step 7 - Create Document Insight Template

We need to create one Document Insight template per Custom Form. The template record should have the below fields populated -

• Primary Object - API Name of the Source Object.

• Active checkbox - Checked.

• Template Name -Unique Name for the Custom Form Template.

• isDefault checkbox - If this is to be used as default template for the Primary Object.

• Data Field Mapping - JSON Field Mapping having the fields from the PDF Document along with their Salesforce Mapping.

Sample Document Insight Template

Sample Data Field Mapping

{
"GenericFormConfiguration": [
{
"sPossibleKey": "Full Name:",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Text",
"sFieldAPIName": "bankconnect__Full_Name__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Date of Birth:",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Date",
"sFieldAPIName": "bankconnect__BirthDate__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "DET~ET~XET~1ET",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Time_Zone__c",
"sPicklistValue": "ET",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "OCT~DCT~CT~XCT",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Time_Zone__c",
"sPicklistValue": "CT",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "DMT~MT~OMT~1MT",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Time_Zone__c",
"sPicklistValue": "MT",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "DPT~PT~OPT~1PT~XPT~MPT",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Time_Zone__c",
"sPicklistValue": "PT",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "DAM~AM~XAM~1AM",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Period__c",
"sPicklistValue": "AM",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "7PM~PM~XPM~1PM",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Period__c",
"sPicklistValue": "PM",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Time:",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Text",
"sFieldAPIName": "bankconnect__Time__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Kit Identification #:",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Text",
"sFieldAPIName": "bankconnect__Primary_Kit_ID__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Date:",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Date",
"sFieldAPIName": "bankconnect__Stool_Collection_Date__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Current Smoker",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Smoking_Status__c",
"sPicklistValue": "Current Smoker",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "Previous Smoker",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Smoking_Status__c",
"sPicklistValue": "Previous Smoker",
"isParent": false,
"linkRecord": false
},
{
"sPossibleKey": "",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "",
"sFieldAPIName": "bankconnect__Contact__c",
"sPicklistValue": "",
"isParent": false,
"linkRecord": true
},
{
"sPossibleKey": "ONever Smoked Before~Never Smoked Before",
"sObjectName": "bankconnect__Attestation_Form__c",
"sDataType": "Picklist",
"sFieldAPIName": "bankconnect__Smoking_Status__c",
"sPicklistValue": "Never Smoked Before",
"isParent": false,
"linkRecord": false
}

]
}

Step 8 - Update Credentials