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Salesforce
Salesforce
Enterprise Mapping Table
A detailed list of fields that map to/from
Salesforce
Enterprise Edition
Written by
Courtney
Updated over a week ago
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
Written by
Courtney
Updated over a week ago
Salesforce
Enterprise Edition Mapper
Help video to show how to edit/use the
Salesforce
Enterprise Mapper… [Inline Video] Keywords:
Salesforce
, custom export, custom import, integration mapper, map integration
Written by
Courtney
Updated over a week ago
Salesforce
Financial Services Cloud Mapper
Help video to show how to edit/use the
Salesforce
Financial Services Cloud Mapper… [Inline Video] Keywords:
Salesforce
, Financial Services Cloud, FSC, custom export, custom import, integration
Written by
Daniel R
Updated over a week ago
Salesforce
Financial Services Cloud Mapping Table
A detailed list of fields that map to/from
Salesforce
Financial Services Cloud
Written by
Daniel R
Updated over a week ago
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
Written by
Daniel R
Updated over a week ago
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
Written by
Daniel R
Updated over a week ago
XLR8 Mapping Table
A detailed list of fields that map to/from XLR8
Salesforce
Edition
Written by
Daniel R
Updated over a week ago
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
Written by
Daniel R
Updated over a week ago
XLR8 Mapper
[Inline Video] We are able to map any field from the
salesforce
object manager with the exception of… Keywords:
Salesforce
, XLR8, custom export, custom import, integration mapper, map integration fields
Written by
Courtney
Updated over a week ago