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

Salesforce Enterprise Edition Mapper

Help video to show how to edit/use the Salesforce Enterprise Mapper… [Inline Video] To see which version of Salesforce you are using, please visit this help article for guidance… Keywords: Salesforce, custom export, custom import, integration mapper, map integration fields

Salesforce Financial Services Cloud Mapper

Help video to show how to edit/use the Salesforce Financial Services Cloud Mapper… but this is not something we can provide guidance on setting up since it may vary depending on the Salesforce… To see which version of Salesforce you are using, please visit this help article for guidance Keywords

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

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 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