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Advice and answers from the PreciseFP Team

Search results for: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… Enter in your Salesforce credentials ​ To export to Salesforce Go to a client/prospects account… update if they already existed in 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 something you will have to discover in your Salesforce 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… Enter in your Salesforce credentials Note: The allow access prompt is only asked once by Salesforce… To export to Salesforce
XLR8 Integration Overview
A bi-directional integration with Salesforce XLR8 CRM, Concenter Services… Enter in your Salesforce credentials Note: The allow access prompt is only asked once by Salesforce… To export to Salesforce
Practifi Integration Overview
Enter in your Salesforce credentials Note: The allow access prompt is only asked once by Salesforce… To export to Salesforce… To import data from Salesforce into PreciseFP
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