SECTIONSBank Account Connection Fields
Here is a description of the fields that make up a bank account connection. Some of these fields might not be visible or editable at all times, or in all package combinations.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Bank Account | Lookup to the bank account in Accounting. | |
| Bank Account Connection Name | R | The name of the bank account connection. This is system-generated and takes the format "BAC-000000023". |
| Bank Account ID | R | The bank account ID provided by the bank or other financial institution. |
| Bank Account Number | R | The bank account number provided by the bank or other financial institution. |
| Bank Account Sub Type | R | The bank account sub type provided by the bank or other financial institution. |
| Bank Account Type | R | The bank account type provided by the bank or other financial institution. |
| Connected Bank Account | R | The bank account name provided by the bank or other financial institution. |
| Currency | The code of the accounting currency used by this bank account. | |
| External Source | R |
Name of the process that links the bank account to Accounting. The available options are:
|
| Institution ID | R | The unique ID provided by the bank or other financial institution. |
| Institution Name | R | The name of the external bank or other financial institution. |
| Is Obsolete | R | For system use. Indicates that this bank account connection is no longer used. |
| Opening Balance | Opening balance for the first bank statement to be created when transactions are imported for this bank account. | |
| Statement Start Date | Start date of the first bank statement to be created when transactions are imported for this bank account. |
Buttons, Links, and Actions
The following buttons, links, and actions might be available on the Bank Account Connections and Bank Connections detail pages.
If you cannot see them on the detail pages, contact your Salesforce administrator.
Keys: A - Bank Account Connection; B - Bank Connections
| Button | Description | |
|---|---|---|
| Connect Bank with Envestnet | B | Creates a bank connection using Envestnet. |
| Connect Bank with Plaid | B | Creates a bank connection using Plaid. |
| Deprecated: Remove Bank Connection | A | This button is obsolete. To remove a bank connection from a Lightning page, you must add the Remove Bank Connection button to the page. |
| Import Statements | B | Starts the process to import bank statements. |
| Import Statements Scheduler | B | Starts the process to import bank statements scheduling start time and frequency. |
| Refresh | Refreshes the information for the selected institutions with the latest available information. | |
| Remove Bank Connection | A | Removes a bank connection. |
| Request | Requests information about the latest updates for the selected institutions. | |
| Refresh Institution Information - Envestnet | B | Requests to refresh the institution information for the selected institutions. |
| Request Latest Institution Information - Envestnet | B | Requests the latest institution information for the selected institutions. |
| Rotate Plaid Access Tokens | B | Requests to refresh security access tokens for the Plaid bank integration. |
| Update | B | This button is updated to redirect to the Bank Connections Actions. |
| Update Bank Connections - Envestnet | B | Requests to update the institution and refresh credentials for chosen accounts. |
| Update Bank Connections - Plaid | B |