Accounting Data Dictionary

EnvestnetConfigurationSettings__c

Label: Envestnet Configuration Settings

Stores the unique keys required to connect to a bank account using Envestnet.

This custom setting is protected and can only be modified by Certinia.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
EnvestnetClientID__c Client ID Spring 2024 The unique client identifier that allows Certinia to access Envestnet FastLink.

Text(255) true
EnvestnetClientSecret__c Client Secret Spring 2024 The unique client key that allows Certinia to access Envestnet FastLink.

Text(255) true


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