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Install Salesforce Connector in Classic Mode

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Contents:

Pre-installation requirments 

Installing the connector 

Prepare the Salesforce Org for Connection

Setup PrecisionLender Connection

Setup users in Salesforce to use Connector 

Customize Layouts

Pre-Installation Requirments:

  • To start the SF Connector installation, you will need the following permissions: 
    • PrecisionLender Administrator(specifically the “Manage Access” right under user administration)
    • Salesforce Administrator
  • Identify or create a Salesforce user that will be used for all Connector operations (Note: This user does not need to be an admin-level user to manage the connector operations.
  • Before beginning the installation process please make sure you are logged out of all instances of Salesforce and PrecisionLender.

During the Connector setup we will need to temporarily relax IP Restrictions for the PrecisionLender Connected App, however these can be reset after the setup is complete. We will walk you through this process during the installation call. PrecisionLender will provide IP addresses to whitelist in Salesforce. 

 

Installing the Connector:

  1. Contact your PrecisionLender representative for a link to download the managed package.
  2. Click the installation line.
    • Choose "Install for Admins Only" 
    • Click "Install
    • “Approve Third-Party Access" box will pop up
      • Confirm the only website listed is api.precisionlender.com and "SSL Encryption" is checked
      • Check the box for "Yes, grant access to these third-party webs sites
      • Click "Continue"
  3. Wait for confirmation that the package has been successfully installed.

 

Prepare the Salesforce Org for connection

  1. Pick or create the Salesforce user that will be used for all Connector operations:
  2. In Salesforce, navigate to Setup>Administer>Manage Users> Users
    • Select or create the user that will be used for all connector operations
    • Scroll down to Permission Sets > Edit Permission Sets
    • Assign the "PrecisionLender Connector API Access" Permission Set 
  3. Temporarily relax the IP Restrictions for the Salesforce Connector App:
    • Navigate to Setup>Administer>Manage Apps>Connected Apps
    • Click "Edit" next to the "PrecisionLender Connector"
    • In OAuth policies, change "IP Relaxation" to "Relax IP Restrictions"
    • Click "Save"
    • Log out of Salesforce

Note: After the whole setup is complete, you can reset your IP permissions. It is only necessary during the setup as we are configuring access from the PrecisionLender application to Salesforce for the first time.

Setup the PrecisionLender Connection

  1. Navigate to the appropriate Salesforce Connector setup link below:
  2. Log in as a PrecisionLender administrator.
  3. Go through the steps displayed on the screen, making sure to login as the Salesforce user that you assigned for all Connector operations when prompted by Salesforce.  
  4. Once all four steps have been complete, PrecisionLender should now be associating existing Relationships in Salesforce and PrecisionLender and uploading their Financial Statement data to Salesforce.

 Setup steps for Salesforce connector in Precisionl.png

Setup Additional Users in Salesforce to use the Connector 

  1. Log back into Salesforce as an administrator.
  2. Assign the "PrecisionLender Standard Access" permission set to any users that should have access to see PL data and price opportunities in PrecisionLender:
    • Navigate to Setup>Administer>Manage Users>Permission Sets
    • Select the "PrecisionLender Standard Access" Permission Set 
    • Click the "Manage Assignments" button on the top of the screen
    • Select all appropriate users and then click "Add Assignments"
  3. If any users have a different account name in Salesforce and PrecisionLender, you will need to add the custom "PrecisionLender Username" field to the User layout and end the user's account name in PrecisionLender in that field.
    • This is a requirement for Sandbox environments, since Sandboxes utilize different email addresses.

 

Customize your Account and Opportunity Layouts:

Customizing Account Layout:

  1. In Salesforce, navigate to Setup>Build>Customize>Accounts>Page Layouts
  2. Select the page layout you would like to edit
  3. Create a section named "PrecisionLender Parent Relationship" using 1- column layout
  4. Drop the "PrecisionLenderAccountParent" VisualForce page into this section and change it's height to 450 pixels tall
  5. Create another section named "PrecisionLender Relationship" using a 1-column layout
  6. Drop the "PrecisionLenderAccount" VisualForce page into this section and change it's height to 450 pixels tall
  7. Add the custom button "Open in PrecisionLender" to the custom buttons section at the top of the page
  8. Save and repeat for as many layouts as necessary 

Customizing Opportunity Layout:

  1. Navigate to Setup>Build>Customize>Opportunities>Page Layouts
  2. Select the page layout you would like to edit
  3. Create a section named "PrecisionLenderOpportunity" VisualForce Page into this section, change its height to be 450 pixels tall
  4. Add the PrecisionLender Scenario custom field to the summary section at the top of the page
  5. Add the "PrecisionLender Scenarios" related list to the page
    • Recommended Columns should be automatically added for new installations
      • Scenario
      • Scenario Name
      • Is Pipeline
      • Scenario Type 
      • Net Income
      • ROE
      • Target ROE
  6. Uncheck the "new" button
  7. Add the Custom Button "Price in Precisionlender" to the custom buttons section at the top of the page 
  8. Save and repeat for as many layouts as necessary 


Related Articles:

Install Salesforce Connector in Lightning Mode

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