Connect Salesforce to LendPathway to sync Opportunities and push parsed analytics back to your CRM.

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Create a Connected App in Salesforce

LendPathway needs a Connected App to authenticate. This is a one-time setup in Salesforce.

1. In Salesforce, click the gear icon → Setup

2. Search App Manager in Quick Find, click it
   
3. Click “New External Client App”
   
4. Fill in:
   • Connected App Name: LendPathway
   • Contact Email: your email
   
5. Check Enable OAuth Settings and configure:
   • Callback URL: https://api.lendpathway.com/api/salesforce/callback
   • OAuth Scopes: Enable OAuth and grant access to scopes. We recommend granting All scopes.
   • Check “Introspect all Tokens” to True.

6. Use the following Flow Enablement and Security settings:
   
7. Click Create. Wait 2-10 minutes for Salesforce to propagate.
8. Go back to App Manager → find your app → View → Manage Consumer Details. Copy the Consumer Key and Consumer Secret.

9. Authenticate
   
10. Copy the Consumer Key and Consumer Secret, you’ll need them for the following steps.
    

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Connect in LendPathway

1. Go to Connectors → Integrations in the sidebar, click the Salesforce card
2. Enter your Client ID (Consumer Key), Client Secret (Consumer Secret), and optionally a Login URL
3. Click Save & Continue
4. Click Authenticate with Salesforce. Log in in the popup and click Allow. The popup closes and you’ll see a green Connected confirmation.

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Once connected

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Browsing Opportunities

Once connected, click Salesforce in the sidebar to open the Opportunities page. The page shows a paginated list of your Salesforce Opportunities. Use the toolbar to:

• Filter by stage — multi-select from your org’s stage values
• Filter by owner — narrow to a specific rep
• Search — find Opportunities by name
• Sort — by recently modified or oldest created
• Refresh — clear cached data and reload from Salesforce

Click any Opportunity to open a detail panel on the right showing its attached files.

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Creating a Book from an Opportunity

From the detail panel of any Opportunity:

1. Click Create Book
2. Optionally check Auto-parse — this starts parsing immediately and pushes results back to Salesforce when done
3. LendPathway downloads all files attached to the Opportunity, creates a book, and uploads them

If Auto-parse is off, the book is created with the files but you’ll need to click Parse manually.

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Field Mappings

Field mappings control which LendPathway metrics get pushed to which Salesforce Opportunity fields.

1. On the Salesforce page, click Configure Attributes in the top-right toolbar
2. For each metric, select the target Salesforce field from the dropdown
3. LendPathway validates type compatibility — currency metrics can map to currency, double, or text fields; number metrics to number, double, or text fields; and so on
4. Click Save
   

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Pushing Results

After a book is parsed, there are two ways to push analytics to Salesforce: Manual — Open the book, click the Salesforce badge in the top-right info badges, and confirm. Only available for books linked to a Salesforce Opportunity. Automatic — If the book was created from an Opportunity with Auto-parse enabled, results push automatically when parsing completes. The parse complete field (if configured in Auto-Parse settings) is set to true.

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Auto-Parse

Auto-parse monitors your Salesforce pipeline and automatically creates and parses books for new Opportunities — no manual intervention needed.

1. On the Salesforce page, click Auto-Parse in the top-right toolbar
2. Toggle it on and configure:
   • Required stages — only Opportunities in these stages are picked up
   • Require attachments — skip Opportunities that have no files
   • Checkbox field (optional) — a Salesforce checkbox field that must be true for the Opportunity to be picked up
   • Parse complete field (optional) — a Salesforce field that LendPathway sets to true when parsing and sync are done

LendPathway polls Salesforce every 5 minutes. Matching Opportunities are created as books, parsed, and synced back automatically. Auto-parse creates books and consumes usage.