Important information
The integration is for Financial Services Cloud Edition. 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
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 (circle icon) and then click on Integrations and then the Salesforce box.
Click Enable this integration.
Select the Version from the dropdown, enter the site URL, and click Enable.
Note: If you are changing the selected version, you will see a warning.
Enter your Salesforce credentials.
Allow access.
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.
To export to Salesforce
Go to a client/prospects account. Click the Export button, then choose Salesforce.
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 client's 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
To import data from Salesforce into PreciseFP
Click Accounts in the left-side navigation, then All Accounts. Click on the + icon in the upper right-hand corner.
Click on the Import tab and 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.
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.
