Skip to main content
All CollectionsData Importing And ExportingIntegration Mapping Tables
Salesforce Financial Services Cloud Mapping Table
Salesforce Financial Services Cloud Mapping Table

A detailed list of fields that map to/from Salesforce Financial Services Cloud

Updated over a year ago

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

Did this answer your question?