Pricing an Opportunity Using the Salesforce Connector


The Salesforce Connector allows relationship managers to create Salesforce Opportunities, price them in PrecisionLender and see the details of that priced Opportunity reflected in the Salesforce Opportunity, all without any additional login forms in the middle. When pricing an Opportunity through Salesforce, there are some differences from pricing an Opportunity in PrecisionLender directly. This article will provide a high level overview of pricing an Opportunity using the connector. 


In this Article


How do I price an Opportunity through Salesforce?

Your Salesforce Administrators have the ability to customize configurations within your organization's Salesforce setup. As a result, your Opportunity screen in Salesforce and the location of various buttons may differ from the images below. Additionally, your Salesforce permissions will determine what Opportunity fields you may or may not be able to edit in Salesforce.

To begin, create a new Opportunity in Salesforce.

Shows new opportunity pop-up window in Salesforce


Once ready to price, select the Price in PrecisionLender button.



The only information that will be sent from the Opportunity in Salesforce to the Opportunity in PrecisionLender is the Opportunity name, the logged in user (who will be assigned to the Opportunity), relationship, stage, and close date.

The PrecisionLender Opportunity Screen will appear in either a new tab or new window. Select a loan product to begin pricing your Opportunity.



Upon saving, the Opportunity data will be sent back to the opportunity in Salesforce, and will appear in the custom PrecisionLender component within the Salesforce opportunity.



Within the PrecisionLender Component, you can view the Scenario Summary, Financial Statement, and PrecisionLender Accounts. You can also view information for each scenario within your PrecisionLender Opportunity.

Scenario Summary Financial Statement PrecisionLender Accounts
General Opportunity information including: ROE, Target ROE, Net Income, Loan Commitment, Loan Average Balance, and more. Users can click the “PrecisionLender Scenario Name” link to navigate to the PrecisionLender Scenario object record page. The “IsPipeline” checkbox also appears on this tab to denote the pipeline scenario within the PrecisionLender opportunity.


If you need to return to the Opportunity at a later time to make pricing changes, open the opportunity in Salesforce and then select the Price in PrecisionLender button.


Sync Deal Team in PrecisionLender

The Deal Team feature allows multiple users to collaborate on the same Opportunity. The Salesforce Connector provides a button that can be added to the Opportunity page layout in Salesforce to allow users to sync the current Salesforce Opportunity Team to the PrecisionLender Deal Team. The bank must utilize the PrecisionLender Deal Teams functionality, in addition to the Salesforce Opportunity Teams functionality in order to take advantage of this feature. For more information on Deal Teams, please see our Deal Teams article.



This button may not be available to you depending on your bank's setup and is only visible after initially pricing an Opportunity. When you select the 'Price in PrecisionLender' button for a new Opportunity, the Salesforce Opportunity Team information is automatically populated within the PrecisionLender Deal Team field.


Which opportunity fields must be updated in Salesforce?

As a reminder, your Salesforce permissions will determine what Opportunity fields you may or may not be able to edit in Salesforce.

At the top of the Opportunity screen, there are a few fields that cannot be edited within the PrecisionLender Opportunity screen and must be edited in the opportunity in Salesforce. If you use the Salesforce Connector and also have the permission to login to PrecisionLender directly to view Opportunities, this can also help you determine whether an Opportunity was priced using the connector. These fields are:

  • Opportunity Name
  • Opportunity Owner
  • Relationship/Account
  • Stage
  • Projected Close Date 

If the Deal Teams integration is not being utilized and the opportunity owner is changed in Salesforce, it will not be updated in PrecisionLender.