PreciseFP

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A detailed list of fields that map to/from 

A bi-directional integration with Salesforce 

 CRM, Concenter Services… NOTE: When importing/exporting with an existing account in 

 contacts you'll… Mapping Table 
 How to do custom mapping 
 Integration FAQ 
The integration is for the 

with Salesforce Enterprise, Salesforce Financial Services Cloud, Practifi (SPA), Practifi (NAYA), and 

Asset-Map) 
 Financial Fact Finder (Redtail) 
 Financial Fact Finder (eMoney) 
 Financial Fact Finder (