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Search results for: Salesforce Financial Services cloud

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 Integration Overview

A bi-directional integration with Salesforce Financial Services Cloud… The integration is for Financial Services Cloud Edition… Enter in your Salesforce credentials Note: The allow access prompt is only asked once by Salesforce
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

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

Financial Goals

A short template to check up on your client's financial goals… Financial goals is the reason that people save and invest in the first place… Use our financial goals template to see how your client's goals evolve over time
Don Whalen avatar
Written by Don Whalen
Updated over a week ago

Financial Fact Finder

A detailed template that provides all the information required for a complete financial profile… accounts for 40% of the cost of delivering financial advice?… After all, it's their financial future that your helping them plan for!
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Written by Don Whalen
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 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

How to identify Blueleaf financial accounts by account number

How to configure the Blueleaf integration to identify client/prospect financial accounts by account number instead of account name… PreciseFP does not store financial account numbers by default… order to store account numbers, you need to create an "Account Number" field in your Dataset for each financial
Daniel R avatar
Written by Daniel R
Updated over a week ago