When viewing an integration Mapping Table, the integration's fields will be listed in the left-most column. PreciseFP's fields are directly to the right of these.

Required fields are needed in order for a group of mappings to integrate. If one of these is missing, that group of mappings will be skipped.

Note the 'Comments' column will provide helpful information on how groups of mappings communicate. If a Comment begins with 'Integrates', this group of mappings can be imported/exported. If it begins with 'Exports', this means PreciseFP can export the data to the integration partner only. Similarly, some items may only Import.

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.

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