To use the Salesforce integration with Quik!, you can store your client data as Person Accounts or Contacts in Salesforce. Quik! has mapped our fields to as many Salesforce Person Account and Contact fields as possible. That said, you may see fields on a form that you would expect to be prefilled from Salesforce, which remains blank even after assigning a person to them on the Add Clients page. There are various reasons why these fields cannot be prefilled from Salesforce, but typically, the Salesforce system does not supply enough information to Quik! about these fields so that they can be correctly prefilled on a form.
Tip: We recommend exploring our Field Mapping Tool to maximize your field mapping from Salesforce.
Below are two lists of fields that can be prefilled from Salesforce (assuming you have client data entered for them in Salesforce) can be found below. *This list is subject to change with future releases of the Quik! App.
| Salesforce Person Account Fields | Salesforce Contact Fields |
| First Name | First Name |
| Last Name | Last Name |
| Birthdate |
Middle Name |
|
Title |
Date of Birth |
|
Billing Street |
Business Phone |
|
Billing City |
Business Fax |
|
Billing State/Province |
Mobile Phone |
|
Billing Zip |
Home Phone |
|
Billing Country |
|
| Shipping Street | Mailing Street |
| Shipping City | Mailing City |
| Shipping State/Province | Mailing State |
| Shipping Zip | Mailing Zip/Postal Code |
| Shipping Country | Mailing Country |
| Other Street | |
| Mobile Phone | Other City |
| Home Phone | Other State |
| Phone | Other Zip/Postal Code |
| Fax | Other Country |
| Website |