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Plaid Connector
Connect to an external Plaid account. Perform tasks like accessing financial data in accounts, transactions, identity, and more. Use Plaid as a data target (action).
Required Editions
| View supported editions. |
| This feature requires the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase, contact your Salesforce account executive. |
| MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Connections
To connect to a system, whether it’s a data source or a data target, you must create a connection with that system’s required credentials. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.
Standard Connection
This system uses ApiKey authentication.
ApiKey authentication connects to applications without explicitly defining a user. Add this key to all requests, and the cloud application identifies the origin of the request and completes the authorization.
This system requires this credential information for its connections.
| FIELD | DESCRIPTION |
|---|---|
| Connection Name | Enter a unique connection name that helps you remember the details of this connection. The credentials are hidden after you create the connection. You can reuse connections. Anyone with the Manage Integration Connections permission can see and use all connections in the org. |
| ApiKey | Enter the Plaid client to authenticate the requests. |
| URL | Enter the URL of your instance. |
| PLAID-SECRET | Enter the Plaid secret to authenticate the requests. |
Named Credential Connection
Select a pre-existing named credential from Setup to use for your external system connections.
Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.
To ensure a successful connection for use in a flow, use only one principal for each named credential.
- Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
- Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
When you create a connection with an existing named credential, note these behaviors:
- Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
- Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
- Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.
Actions
An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.
These Plaid actions are available in Flow Builder.
- Cancel Transfer
- Create Payment Initiation Payment
- Create Payment Initiation Recipient
- Create Transfer
- Create Transfer Refund
- Create User
- Get Account Balance
- Get Identity
- Get Investment Holdings
- Get Investment Transactions
- Get Liabilities
- Get Payment Initiation Payment
- Get Transactions
- Get Transfer
- Get User Items
- List Bank Transfer Events
- List Payment Initiation Payments
- List Transfers
- Match Identity
- Prepare Signal
- Report Signal Decision
- Report Signal Return
- Retrieve Auth Data
- Sync Bank Transfer Events
For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.
