We have another big release out for our Plaid Direct app. Please see the release notes below, and contact support@northteq.com if you would like to install the update!
Product Name: Plaid Direct
Release # 2.39
Release Date: 5/5/2021
Issue Fix Summary
| Reference # | Issue | Resolution Details |
| #2 | Add additional security to Account | Made private information easier to secure on Salesforce. |
| #3 | Plaid recommended authentication switching over to Link Token. | Changed integration authentication to use Link Tokens. |
| #4 | No Error Displayed on Webhook Errors | Added Error Logging for Plaid Webhook Responses. |
| #12 | Change in Plaid Authentication for Capital One acces | Updated app to Plaid recommended OAuth protocol |
| #14 | Recommendation to refactor increasing app security. | Refactored database queries to protect against SOQL injection. |
| #15 | Salesforce error when processing large amounts of Plaid transaction data. | Integration now processes transactions one account at a time to prevent limits from large amounts of transaction data. |
Feature List
| Reference # | Feature Name | Feature Description |
| #4 | Addition of Error Logs | Addition of Plaid Error Log object to track and give any details if errors occur on the integration. |
| #5 | Plaid Support Identifiers | Added fields that will help give information on errors to Plaid support. |
| #6 | Asset Refresh | Added button to refresh assets on the Plaid Financial Institution Object. This will make a new call to Plaid to refresh all account data. |
| #7 | Metadata Type for Time Range | Added a field in Plaid Settings that lets user change number of days of transactions pulled, up to 730 days. |
Upgrade Considerations
| Topic | Information |
| Community Guest User Permission. | Ensure guest users can create and add data to new objects and fields. Guest users will also need access to the Plaid metadata and apex classes. |
| Plaid Community Connect Page | Ensure Community’s connect page is working properly, if not may need to take the connect component off page and add it again. |
| Plaid Metadata Settings | If upgrading from a version that did not have the requested_days Plaid Settings field, will need to add an amount. Standard request is 90 days. |
