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Search help articles and find answers to get the most out of PreciseFP
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Salesforce
Salesforce
Version Location
Find out which version of
Salesforce
you are on… Please note that PreciseFP currently integrates with
Salesforce
Enterprise,
Salesforce
Financial Services… If you are on
Salesforce
Classic, you will click on your name in the upper right-hand corner and select
Salesforce
Enterprise Mapping Table
A detailed list of fields that map to/from
Salesforce
Enterprise Edition… When exporting from PreciseFP, this integration will create an 'Account' in
Salesforce
with individuals… Download Mapping Table To see which version of
Salesforce
you are using, please visit this help
Salesforce
Enterprise Integration Overview
A bi-directional integration with
Salesforce
CRM… To export to
Salesforce
… To import data from
Salesforce
into PreciseFP
Advanced Integration Mapping for
Salesforce
This field in
Salesforce
is used to identify the ownership of the record… This is determined by your
Salesforce
object structure… that account in
Salesforce
Salesforce
Financial Services Cloud Mapping Table
A detailed list of fields that map to/from
Salesforce
Financial Services Cloud… When exporting from PreciseFP, this integration will create an 'Account' in
Salesforce
with individuals… Download Mapping Table To see which version of
Salesforce
you are using, please visit this help article
Salesforce
Financial Services Cloud Integration Overview
A bi-directional integration with
Salesforce
Financial Services Cloud… To export to
Salesforce
… To import data from
Salesforce
into PreciseFP
XLR8 Integration Overview
A bi-directional integration with
Salesforce
XLR8 CRM, Concenter Services… To export to
Salesforce
… To import data from
Salesforce
into PreciseFP
Practifi Integration Overview
To export to
Salesforce
… To import data from
Salesforce
into PreciseFP…
Salesforce
then remembers the choice
XLR8 Mapping Table
A detailed list of fields that map to/from XLR8
Salesforce
Edition… When exporting from PreciseFP, this integration will create an 'Account' in
Salesforce
with individuals… Download Mapping Table To see which version of
Salesforce
you are using, please visit this help article
Practifi Mapping Table
When exporting from PreciseFP, this integration will create an 'Account' in
Salesforce
with individuals… Download Mapping Table To see which version of
Salesforce
you are using, please visit this help article
