For those Blend customers that have Lender SSO enabled with Blend, Integrators can leverage these capabilities to create a seamless experience for Lenders between their integrated tools and Blend.
For example, this Salesforce integration utilizes Blend's APIs to enable Lenders working in Salesforce to manage their opportunities, to automatically convert an opportunity to an application in Blend (the Portal).
When the opportunity refreshes, the portal ID has been added. This is the Blend UUID for that object. It is also a link to this exact record in Blend.
Clicking on the link will drive the lender user via SSO to Blend to that record.
You can also leverage Lender SSO in similar way in your integration.
You'll just need 3 things:
- Blend's SSO URL format
- The Customer's Blend Deployment URL
- (Optional) The URL of where you want to drop them in Blend and UUID of the specific object you want to send them to in Blend
Blend's SSO URL format is:
https://**[blend deployment url]**/auth/saml/callback
https://**[blend deployment url]**/auth/saml
Using this basic URL will always drop Lender's on the pipeline page in Blend (pictured in the overview above), the same page they would be dropped on if they logged in through Blend directly.
You will have to ask your customer to share their Blend URL with you. Note that there are different URLs for different environments that look very similar, and you will like need at least a beta URL for testing and their production URL for the final experience.
An example production URL would look like:
An example Beta URL would look like:
If you want to drop the Lender on a specific page within Blend, then you will instead need the URL format of that page, and the UUID of the object.
For example, the standard URL for a specific application's page is:
https://**[blend deployment url]**/loans/**[loan uuid]**/overview
You will then append the SSO redirect parameter
(?loginRedir=SSO) to that URL. For example:
https://**[blend deployment url]**/loans/**[loan uuid]**/overview?loginRedir=SSO
You will also need to populate this URL with the UUID of the specific object you want to send them to. Depending on your integration, you most likely will have initially received this ID as part of an event message, or an API call response from Blend, or less commonly, you may retrieve it from the Blend API directly.
An example of a complete URL to a specific application is:
This is the URL you will use to direct Lender's from the 3rd party service to Blend, instead of the standard Blend SSO URL. For instance, in the example above, this would be the URL the UUID link in Salesforce would be linked to.
Updated almost 4 years ago