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Advice and answers from the PreciseFP Team
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xlr8
XLR8
Integration Overview
A bi-directional integration with Salesforce
XLR8
CRM, Concenter Services… NOTE: When importing/exporting with an existing account in
XLR8
: when searching for
XLR8
contacts you'll… Mapping Table How to do custom mapping Integration FAQ The integration is for the
XLR8
Edition
XLR8
Mapping Table
A detailed list of fields that map to/from
XLR8
Salesforce Edition
Salesforce Version Location
with Salesforce Enterprise, Salesforce Financial Services Cloud, Practifi (SPA), Practifi (NAYA), and
XLR8
Form Template Library
Asset-Map) Financial Fact Finder (Redtail) Financial Fact Finder (eMoney) Financial Fact Finder (
XLR8
