Advice and answers from the PreciseFP Team

Search results for:Salesforce Financial Services cloud

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… Mapping Table How to do custom mapping Integration FAQ The integration is for Financial Services… Enter in your Salesforce credentials Note: The allow access prompt is only asked once by 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

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

Financial Goals

A short template to check up on your client's financial goals… The motivation behind saving and investing lies in financial goals… Utilize our financial goals template to track the evolution of your client's objectives over time

Financial Fact Finder

A detailed template that provides all the information required for a complete financial profile… accounts for 40% of the cost of delivering financial advice?… Use our Financial Fact Finder as-is, or customize it to your firm's needs

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

Financial Fact Finder - Statement Upload

Statement Upload engagement, empowering clients to upload their financial statements securely… Financial Planning: The populated data fuels the creation of detailed financial plans for client review… relevant financial information

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

Advanced Integration Mapping For Salesforce

In most cases these objects are different except for Financial Services Could where they are the same… Financial accounts will probably belong to the client or co-client or even to the household, this would… that account in Salesforce