The integration is for Enterprise and Unlimited Editions. If you are using a different version of Salesforce, please select it under the "Version" dropdown.

To see which version of Salesforce you are using, please visit this help article for guidance

This integration makes use of the contact Title field. In Salesforce contacts, there is a field called "title". This is the field we use to identify CLIENT/COCLIENT/CHILD. These must be in all caps when in the contact title field. Do not change the contact title from contacts exported to Salesforce. Doing so may result in integration errors.  

To turn on this integration (only needs to be done once in PreciseFP; you do not need to set up the integration in Salesforce), click on your profile picture in the lower left, then click Integrations, and then the Salesforce box.

Click Enable this integration.

Select the Version from the dropdown, enter the site URL, and click Enable.

Enter your Salesforce credentials.

Allow access.
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Note: The Allow Access prompt is only asked once by Salesforce. Salesforce then remembers the choice. The integration should be enabled just by entering the username and password for future enabling.  

Go to a client/prospect's account. Click the Export button, then choose Salesforce.
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​Note: We do not integrate directly at the Contact Level. When exporting from PreciseFP, this integration will create an 'Account' in Salesforce with individuals being created as 'Contacts' under the account.

Next you will have the option to sync this client with an existing client if one exists in Salesforce (by entering the clients last name in the search box) or you can create a brand new record.  After you’ve made your choice click on the Export button.  

You will now see a record for this client/prospect in Salesforce, if they were a brand new record or an update if they already existed in Salesforce

Click Accounts in the left-side navigation, then All Accounts.  Click on the + icon in the upper right-hand corner.
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Click the Import tab, then choose Salesforce.

Choose the account type you're importing, either prospect or client.  Then enter your client's last name in the search box.
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​**This integration uses the Contact Title field to identify PreciseFP clients, co-clients, children, and other contacts. Do not change the contact title when exporting contacts to Salesforce. Doing so may result in integration errors.**
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Once you've located your client's account, select the box to the left of their name, then click Import.

​Once the import is finished, you will see how many records are imported.

​Note:  This integration is for Salesforce Enterprise and Unlimited Editions only.