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Plaid Connect: Real-time Bank, Identity, and Income verification

By Cloud Maven, Inc

Verify bank accounts, income, and identity with Plaid in Salesforce

Starting at $250   USD/company/month

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
High Tech
Business Need
Analytics
Finance
Security
Requires
Sales Cloud
Service Cloud
Financial Services Cloud
Government Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Plaid Connect brings verified bank data into Salesforce using secure Plaid integration. Validate bank accounts, review transactions and balances, confirm identity and perform income verification while improving fraud detection and approval accuracy.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Financial Services Cloud
Government Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
The application is powered by Plaid. Customers will require access to the Plaid API account. Don't have an account, No problem, we will help you setup the plaid account.

App Details

Version
Bank Connect/Bank Connect v3.52 3.52.0
Listed On
12/03/2020
Latest Release
06/30/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 43
Custom Tabs: 22
Custom Apps: 3
Lightning Components
Global: 37
App Builder: 6
Community Builder: 0
Languages
English
Finnish
French
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/30/2023

Additional Details

Plaid Connect lets you verify banking, income, and identity information in Salesforce with secure Plaid integration. Instead of collecting bank statements or screenshots, you can see real-time balances, transactions, and account ownerships from thousands of Plaid supported banks. Plaid Connect enables income and identity verification through payroll connections, recurring deposit analysis, and digital ID checks. You can verify users in the U.S., U.K., Canada, Ireland, Netherlands, France, Spain, Germany, Italy, and Poland. The app delivers all data directly to your Salesforce account via secure, encrypted and tokenized connections to ensure that bank credentials are never stored. ✔️Live bank account verification ✔️View live balances & transaction history ✔️Income verification from payroll & recurring deposits ✔️Digital identification verification across regions ✔️Manual review and document collection reduction ✔️Faster onboarding and approval process ✔️Secure storage of sensitive data within Salesforce

Need help?

Cloud Maven, Inc

Delaware, United States

Support Phone+1 (740) 470-0000
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