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Search results for: Salesforce

Salesforce Enterprise Mapping Table

A detailed list of fields that map to/from Salesforce Enterprise Edition
Courtney avatar
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
Courtney avatar
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
Courtney avatar
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
Daniel R avatar
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
Daniel R avatar
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
Daniel R avatar
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
Daniel R avatar
Written by Daniel R
Updated over a week ago

XLR8 Mapping Table

A detailed list of fields that map to/from XLR8 Salesforce Edition
Daniel R avatar
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
Daniel R avatar
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
Courtney avatar
Written by Courtney
Updated over a week ago