AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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

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

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

Compatibility

Required Salesforce Products
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 Salesforce Products
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
Supported Languages
English
Finnish
French
German

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.