Plaid Direct
Plaid Direct for Salesforce
Overview
The Plaid direct app allows you to incorporate Plaid and Plaid data directly into Salesforce. Use the power of Plaid's data to reduce risk in your credit underwriting process.
See How Plaid Direct Works
Validate routing and ACH; Validate bank info in Real-time
Bank Transactional Details directly into Salesforce + a formatted "Asset Report" for analysis
Verify Confirm Income and Spending; Integrate payments
Plaid Direct for Salesforce enables users to utilize the power of Plaid in a turn-key solution for salesforce
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- English