Post Installation Steps - MoneyThumb

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. Reach out to support@cloudmaveninc.com for the latest managed package link.

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 - MoneyThumb
  Remote Site URL - https://online.moneythumb.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 “PDF Insights” 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 - Sites

• Click on the gear icon and go to setup.

• In the quick find box search for sites.

• Click New

• Provide the required information(Label, Name, etc.)

• In Active Site Home Page Lookup field Add VerifyBankConnect Visual force page.

• Click Save.

 

Apex Class and Object Permission Assignment to Site Guest User.

• In Global search, Search for Site Guest User.

• Click on the site name which we have created just now.

• Click on the profile.

• In Profile Select-Object Settings.

• Provide Access(Read, Create, and Edit) to the below Objects.

  • Bank Transactions

  • Historical Balances

  • Fraud Signals

  • Companies

  • Statement Summary

  • Monthly Negative Days

  • Document Insight Items

• Now provide access to Apex classes

• Go to Site Guest User profile again and click on Apex class Access.

• Provide Access to below class:

  bankconnect.Webhook_PDFInsightData.

---

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 “Document Insights” in the Custom Label, and click on Done.

• Click on the newly created tab.

• From the list of components, Drag and Drop “viewPDFAnalytics” 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 - Document Types

• Click on the gear icon and go to setup.

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

• Go to Document Type Wrapper and Click on Manage Records.

Activate only the following entries and put “MoneyThumb” in the Source of those entries:

• Bank Statements

• Credit Card Statements

• Plaid JSON

---

Step 8 - Update Credentials