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Salesforce Financial Services cloud
Salesforce
Financial
Services
Cloud
Mapper
Help video to show how to edit/use the
Salesforce
Financial
Services
Cloud
Mapper… Keywords:
Salesforce
,
Financial
Services
Cloud
, FSC, custom export, custom import, integration mapper… but this is not something we can provide guidance on setting up since it may vary depending on the
Salesforce
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
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
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
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
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!
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
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
Enterprise Mapping Table
A detailed list of fields that map to/from
Salesforce
Enterprise Edition
Written by
Courtney
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