PreciseFP

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

… Mapping Table 
 How to do custom mapping 
 Integration FAQ 
The integration is for 

A detailed list of fields that map to/from 

… When exporting from PreciseFP, this integration will create an 'Account' in 

 with individuals… Download Mapping Table 
 To see which version of 

 you are using, please visit this help article

 you are on… Please note that PreciseFP currently integrates with 

 Classic, you will click on your name in the upper right-hand corner and select

A short template to check up on your client's 

 goals… The motivation behind saving and investing lies in 

 goals template to track the evolution of your client's objectives over time

A detailed template that provides all the information required for a complete 

 profile… accounts for 40% of the cost of delivering 

 Enterprise Edition… When exporting from PreciseFP, this integration will create an 'Account' in 

 with individuals… Download Mapping Table 
To see which version of 

Statement Upload engagement, empowering clients to upload their 

 Planning: The populated data fuels the creation of detailed 

In most cases these objects are different except for 

 accounts will probably belong to the client or co-client or even to the household, this would… that account in 

Search help articles and find answers to get the most out of PreciseFP

Search results for:Salesforce Financial Services cloud