Install Salesforce Connector in Lightning Mode

In this Article

 

Pre-Installation Requirements 

To start the SF Connector installation, you will need the following permissions: 

Identify or create a Salesforce User that will be used for all Connector operations (Note: This User does not need to have admin level permissions 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:
    • 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 
  2. 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.

 

Prepare PrecisionLender for Connecting to a Test Region

  1. Set up a Test Region
    • In order to connect PrecisionLender to a Salesforce sandbox, a test region needs to be set up first within PrecisionLender. This can be completed by the PrecisionLender CSM or a bank administrator. For more information, see Setting Up a Test Region.

  2. Setting up Security Profiles for Test Users 
    • Once the test region is created, we recommend that you create one or more security profiles for your test users. This allows you to control regional visibility and isolate test user access to only the test region. For more information, see Setting up Security Profiles and Permissions.

    • When configuring a security profile for test users, we recommend the following integration settings:

      • Disable Application Login: This should be set for test users as they will only be accessing PrecisionLender via the integration.

      • Enable Submit to Origination: This should be set for test users if you are implementing/testing the force.com LOS integration.

      • Visible Regions: It is recommended for only the test region to be visible to the test user.

  3. Setting up Test Users

    • We recommend keeping test users and production users separate. When you create a new test user, you can add ‘.test’ to the end of the username to make a clear distinction between the production and test users (i.e.production user: janedoe@precisionlender.com and test user: janedoe@precisionlender.com.test). Test users will never need an actual PrecisionLender password because they will only be accessing PrecisionLender via the integration. Because of this, if you prefer to create the user but not send them the automated email to reset that password, that may help avoid any user confusion with their credentials.

    • When setting up test users, we recommend the following settings:

      • The home region assigned to the user should be the test region created in step 1.

      • The security profile assigned to the user should be the profile created in step 2. If there is an existing security profile that matches the functionality user is testing, that can be assigned.

 

Setup the PrecisionLender Connection

  1. Navigate to the appropriate Salesforce Connector setup link. The link can be accessed by a System Administrator via the administration page within PrecisionLender. To access Salesforce Connector setup page:
    1. Log into the application
    2. Select Administration tab
    3. Select Integrations
    4. Select the Connector to be viewed (i.e. Salesforce Connector Test)
    5. Select the Open Setup Page button (setup page will pop up in another tab)
  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 PrecisionLender.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. Navigate to Setup>Object Manager>Accounts>Page Layouts
  2. Select the page layout you would like to edit.
  3. Select the "Open in PrecisionLender" Lightning Action and place it in the section marked "Salesforce Mobile and Lightning Experience Actions"
    • Place it first in line so it can be seen without expanding the actions
    • You may have to click the 'override the predefined actions' link to get this list to appear
  4. Create a section named "PrecisionLender Parent Relationship" using 1- column layout. 
  5. Drop the "SLDS_PrecisionLenderAccountParent" VisualForce page into this section and change it's height to 550 pixels tall.
  6. Create another section named "PrecisionLender Relationship" using a 1-column layout
  7. Drop the "SLDS_PrecisionLenderAccount" VisualForce page into this section and change it's height to 800 pixels tall.
  8. Save and repeat for as many layouts as necessary.

Customizing Opportunity Layout:

  1. Navigate to Setup>Object Manager>Opportunity>Page Layouts
  2. Select the page layout you would like to edit.
  3. Select the “Price in PrecisionLender” Lightning Action and place it in the section marked “Salesforce Mobile and Lightning Experience Actions.”
    • Place it first in line so it can be seen without expanding the actions
    • You may have to click the 'override the predefined actions' link to get this list to appear
  4. Create a section named "PrecisionLender Details" using a 1-column layout. 
  5. Drop the "SLDS_PrecisionLenderOpportunity" VisualForce page into this section, change its height to be 900 pixels tall.
  6. Add the “Scenario Count” custom field to the summary section at the top of the page.
  7. Add the "PrecisionLender Scenarios" related list to the page.
  • Recommended columns (this should be automatically added for new installations)
    • Scenario
    • Scenario Name
    • Is Pipeline
    • Scenario Type
    • Net Income
    • ROE
    • Target ROE
  • Uncheck the "new" button.
  • Save and repeat for as many layouts as necessary.

   PrecisionLender Custom object pages

  1. Navigate to Setup>Object Manager
  2. Click on the PrecisionLender custom object you wish to edit.
  3. Click on Page Layouts, then edit the page layout.
  4. Scroll to the PrecisionLender details section and remove the VisualForce page by clicking on the minus sign.
  5. Replace this with the SLDS_PrecisionLender{custom_object_name} VisualForce page, change its height to 900 pixels tall.
  6. Repeat these steps for all custom objects: PrecisionLender Scenario, Commercial Loan Account, Deposit Account, and Other Fee-Based Account.


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