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Provisio Integration Guide

Overview

This integration allows you to run strategy scenarios directly from your clients’ accounts in PractiFI. Key client information will be pre-populated from PractiFI to remove the need to rekey when running scenarios.

Enabling the Provisio integration

Ensure you have System Administrator access and a current Provisio subscription.  

1. Go to PractiFI Settings (top right menu)

2. Click the Config icon

3. Click the Integrations sub tab

4. Click the pencil to edit

5. Tick “Enable Provisio”

6. Save

Using Provisio

1. Find a Client (household) that you want to run a scenario for

2. Click Launch Provisio from the Launcher Menu

3. Select a contact to run the scenario for and press Launch Provisio

4. You will be prompted to enter our Provisio login details

5. Select a Strategy to run

6. If the contact has a partner, it will default to a Couple scenario (and also bring in Partner fields, if available)

7. However, if you want to run a solo scenario, simply Select the Single radio button

8. Run any scenario as per Provisio’s User Guide (note that the Insurance module does not currently support pre-populated fields from PractiFI)

Praemium V-Wrap Integration Guide

Overview

The integration with Praemium V-Wrap allows you to view and launch your clients’ V-Wrap portfolios from within the PractiFI Assets tab.

Enabling the Praemium Integration

*Ensure you have System Administrator access

1. Go to PractiFI Settings (top right menu)

2. Click the Config icon

3. Click the Integrations sub tab

4. Click the pencil to edit

5. Tick “Enable Praemium”

6. Enter the Praemium Access Code (provided by Praemium, specific to your business)

7. The Praemium SSO End Point will be prepopulated

8. Enter the Praemium Service ID (provided by Praemium, specific to your business)

9. Save

10. Go to the Categories tab

11. Filter for Portfolio Holding Category

12. Filter for Inactive

13. Click the pencil icon to edit the Praemium V-Wrap record

14. Check the Active box

15. Save

16. You now need to add remote site settings for Praemium:

17. Go to Salesforce Setup

18. In the left hand menu under Administer, expand the Security Controls sub menu

19. Select Remote Site Settings

20. Click the New Remote Site button

New Remote Site

21. Enter the relevant values as follows and Save

Setting up Praemium User ID

1. Add your Praemium User ID:

2. Go to your Team Member view

3. Edit Basics

4. Enter Praemium UserID

5. Save

6. Note: If you cannot see the Praemium User ID Field, do the following:

7. Go to Salesforce Setup

8. Scroll down to the Build menu in the left bar – expand the Customise menu

9. Scroll down and expand the Users menu

10. Click Fields

11. Scroll down to the User Custom Fields section

12. Click Set Field Security

13. Ensure that all are visible

14. Save

Using Praemium

*Add a Praemium V-Wrap Account:

1. Go to Client View for the desired client

2. Go to the Assets and Liabilities tab

3. Click ‘+’ to add an Asset

4. Select Praemium V-Wrap from the dropdown list

5. Enter the client’s Praemium Portfolio ID

6. Save

*View a Praemium V-Wrap Account:

1. Go to Client View for the desired client

2. Go to the Assets and Liabilities tab

3. Click the view icon next to the Praemium V-Wrap account listing

4. This will open Praemium V-Wrap in a new tab

 

DocuSign Integration Guide

Overview

PractiFI’s direct integration with DocuSign allows you to send documents for signature and track the status of envelopes and recipients. You must have an active DocuSign plan to use this integration.

Installing and enabling DocuSign for Salesforce (System Admin)

1. Go to the DocuSign App Exchange listing:

2. Follow the instructions to Install the DocuSign for Salesforce app

3. Go to PractiFI Settings (top right menu)

4. Go to Config Settings

5. Click the pencil icon to edit

6. Select the Integrations sub tab

7. Tick ‘Enable DocuSign’

8. Save

Enabling DocuSign Integration Users

1. Go to Salesforce setup

Salesforce Setup2. Click on the ‘+’ in the nav menu to show apps

3. Click on the DocuSign Admin app

4. If prompted, log in to DocuSign with your credentials

5. Click Users in the nav bar menu

6. Ensure appropriate users appear in the list (Also, ensure you have enough DocuSign licenses. Each additional user may be an additional charge)

Using DocuSign

Sending a document for signature:

1. Go to Client View or Person View

2. Click ‘Send with DocuSign’ from the Launcher Menu

 4. If launching from Client View, you will be prompted to select a contact

5. DocuSign will open in a new tab

6. Complete the process as per DocuSign user guides (see the App Exchange listing for further DocuSign user guides)

Viewing the status of DocuSign envelopes and recipients:

1. Go to Client View or Person View

2. Click on the Interactions tab

3. Go to the DocuSign Status sub tab

4. You will see envelopes and recipients status (note that attachments will only appear for Completed items)

5. For further detail, click the pencil icon for each record

 

Campaign Monitor Integration Guide

Installing and Enabling the Campaign Monitor integration (System Admin)

1. Install the Campaign Monitor for Salesforce app from the Campaign Monitor AppExchange listing:

The Installation Guide can be found in the Details tab of the listing

You will be guided through the setup and connecting your Campaign Monitor account (Note: Skip the page layouts step)

To check that it’s connected:

1. Go to Salesforce Setup

2. Click on the ‘+’ in the nav menu to show apps

3. Click on the Campaign Monitor Settings app

4. Connect to your Campaign Monitor account and follow the setup (skip the Page Layout step)

 5. While you’re in the Settings section, click on the Sync Settings menu in the top nav and set your desired sync frequency.

Adding users

1. Go to Salesforce Setup

2. Manage Users

3. Select User(s)

4. Scroll down and look for the Additional Information section – Campaign Monitor User

*If this field does not appear:

1. Click the hidden arrow at right of screen to show the force.com menu

2. Click Edit Layout

3. Drag Campaign Monitor item down into the Additional Information section

4. Now, still within the User section, click Edit

5. Scroll down and find the Additional Information field

6. Enter the user’s Campaign Monitor User ID

7. Save

Now add user permissions for all relevant users:

1. Go to Salesforce Setup

2. In the left hand menu, find Users

3. Click on a user

4. Scroll down to the Permission Set Assignments section

5. Click Edit Assignments

Permission Set Assignments

6. Add relevant Campaign Monitor Access 

7. Go to PractiFI Settings (top right menu)

8. Click the Config icon

9. Click the Integrations sub tab

10. Click the pencil to edit

11. Tick “Enable Campaign Monitor”

12. Save

Using Campaign Monitor

Sending an email campaign:

1. Go to Salesforce Setup

2. Go to the settings menu (top right account/username)

3. Click on Campaign Monitor

4. Campaign Monitor will open

5. Create a campaign as per usual (see the App Exchange listing  for user documentation on Campaign Monitor)

Viewing campaigns for a client:

1. Navigate to a Client

2. Go to the Interactions tab

3. Click on the Campaign Monitor sub tab to see events

Box Integration Guide

Overview

There is now another option for your document storage needs. Box is now integrated into PractiFI, allowing you to synchronise and access your Box documents within Client View. You must have a Box subscription to use this integration.

Installing and Enabling the Box integration (System Admin)

1. Install the Box for Salesforce app from the AppExchange listing.

The Installation Guide can be found in the Details tab of the listing

2. Go to Salesforce Setup

3. In the left hand menu, find Users

4. Select your username (as the System Administrator)

5. Scroll down to the Permission Set Assignments section

6. Click Edit Assignments

7. Add the Box Admin and Box Standard permissions

8. Save

 9. Go back to Salesforce Setup

10. Click on the ‘+’ in the nav menu to show apps

11. Click on the Box Settings app

12. Connect the Box admin login (this is your main practice administration login)

13. Choose a name for your root folder

14. Scroll down and connect your individual box user account

Now that you have connected the Box for Salesforce app, you can enable the integration in PractiFI:

1. Go to PractiFI Settings (top right menu)

2. Click the Config icon

3. Click the Integrations sub tab

4. Click the pencil to edit

5. Tick “Enable Box”

6. Save

Using Box

1. Navigate to a Client’s Feed

2. Click on the Box sub tab and use Box as you usually would

If it’s the first time, the user will be prompted to log in with their Box credentials

 

How To: Setup Your PractiFI Web Enquiry Form

Does copy & paste drive you mad? Do you hate typing? Have you ever wished a client enquiry could go directly into PractiFI?

Ask and ye shall receive! With a little bit of jiggery-pokery, and a whole lot of PractiFI magic, you can now capture enquiries from your website, straight into your PractiFI. Follow the steps below (don’t worry, they look a lot scarier than they really are) to start living the dream.

NOTE:
  • PractiFI Web Enquiry Form is a separate product. You’ll need a PractiFI Web licence to use it. Need to buy? Just get in touch.
  • There are portions of this setup that cannot be undone or altered. Other parts of this tutorial involve modifying data access permissions. These instructions are for system administrator users ONLY and need to be carried out with great care.
Step 1: Install  and Configure PractiFI Web Package

1. Get the PractiFI Web license and  install PractiFI Web package in your org with  a url provided to you.

2. Click on Salesforce Setup from the PractiFI Settings menu.

salesforcesetup1

3. Navigate to the Custom Settings configuration area by going to Develop, then Custom Settings.

CustomSettings

4. Click  Manage next to PractiFI Web Settings.

Manage PractiFI Web Settings

5. Click   New on PractiFI Web Settings page .

PractiFI Web Settings new btn

6. Click Save.

PractiFI Web Settings Save

7.  Click Installed Packages under Build.

InstalledPackages

 

8. Click Manage Licenses  next to PractiFI Web.

PractiFIWebLicence

 

 

 

 

 

9.  Remove  User from Licensed Users (license is to be assigned to users who visit enquiry form latter).

RemovePractiFI Web License

 

 

Step 2: Create a Force.com Site

If you do not already have a Force.com site configured, you will need to create one using these steps:

1. Click on Salesforce Setup from the PractiFI Settings menu.
PractiFI Salesforce Setup
2. Navigate to the Sites configuration area by going to Develop, then Sites.
salesforce sites
3. If you have not already registered a Force.com domain, you will need to do so. This will usually be your company name, for example: http://xyzadvice.force.com. NB: Once registered, this domain cannot be changed. If you already have a registered domain proceed to Step 4.
site domain
4. Once your domain registration is complete, click New.
site new
5. Fill in the following details:

Site Label: This can be anything you like. This is just a way for you to identify the site if you have more than one.
Site Name: This will automatically populate once you add a Site Label.
Site Description: A description of your site (optional).
Site Contact: This will automatically default to the name of the System Administrator creating the site (you).
Default Web Address:  This is a suffix for your domain URL. For example: http://xyzadvice.force.com/enquiries (optional)
Active: Leave this checked. If this is unchecked, your site will not be live.
Active Site Home Page:  WebEnquiryForm
Clickjack Proctection Level: select ‘Allow framing by any page (no protection)’
Leave all other fields as default

6. Click Save.

 

Step 3: Enable Skuid  and PractiFI access for your Site

You will need your site to have the appropriate level of access to Skuid functionality.

1. You should now be on the Site detail page. From here, click the Public Access Settings button.
Public access

2. From the Site Guest Profile page, click the View Users button.
public acess view users

3. You should only see a single user here, the Site Guest User.  Click on the user’s full name.
public acess  user4. On the user record, scroll down to the Managed Packages list and select Assign Licenses.
license assignment

5. From the Assign Licenses page, check the box for Skuid , PractiFI and PractiFI  Web (don’t check anything else), then click the Add button.

assignWebEnqLicenses

6. You should have been returned to the Site Guest User record. Scroll down to the Permission Set Assignments list and select the Edit Assignments button.
Permission assign

7. Select Skuid Page Viewer from the Available Permission Sets box and move to Enabled Permission Sets box. Then click Save.
Permission assign2

Step 4: Configure Guest User’s data access permissions

Because your site is configured to allow public (unauthenticated) access to your environment, it is critical that these steps are configured correctly to prevent unauthorised access to sensitive data.

1. Go back to your Site detail page (Develop > Sites > [Your site]) and click the Public Access Settings button.
Public access

2. On the Guest User Profile, click the Edit button.
Profile detail guest

3. Configure the following:

a. Custom App Settings: Uncheck every option except Platform.
b. Connected Apps: Uncheck everything.
app access guest
c. Tab Settings: Set all options to Tab Hidden.
tab settings guest

d. Administrative Permission and General User Permissions: Uncheck all boxes except Send Outbound Messages.

e. Standard Object Permission:  Uncheck everything except Read and Create on Accounts and Contacts ONLY.

admin permission guest

f. Custom Object Permissions: Set the following permissions. Leave everything else unchecked.

- Captchas: Read and Create
Interactions: Read and Create
Relationships: Read and Create
Tasks (PractiFI): Read and Create

- Categories: Read
Pages: Read
Relationship Types: Read
Process: Read
Process Steps: Read
Steps: Read

CustomObjPermissions

 

4. Click Save.

5. From the Profile detail page (the same Profile page, only not in Edit mode), scroll down to the Field Level Security section.

Field Sec guest

6. Set the Account Field Level Security:

a. For Account, right click View and select Open Link in New Tab.
b. In the newly opened tab, click Edit.
c. Check the Visible checkbox for the following fields. Leave everything else unchecked.

- From Web
– Entity Type
– Orgn Type
– Source
– Stage

d. Click Save.
e. Close the tab.

7. Set the Contact Field Level Security:

a. For Contact, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Visible checkbox for the following fields. Leave everything else unchecked.

- Entity Name/Account Name
– Email
– Phone

d. Click Save.
e. Close the tab.

8. Set the Interaction Field Level Security:

a. For Interaction, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Visible checkbox for the following fields. Leave everything else unchecked.

- Client
– Details
– Method
– Person
– When

d. Click Save
e. Close the tab

9. Set the Relationship Field Level Security:

a. For Relationship, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Visible checkbox for the following fields. Leave everything else unchecked.

- From Person
– To Organisation
– Relationship Type
– Primary Contact

d. Click Save.
e. Close the tab.

10. Set the Task Field Level Security:

a. For Task, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Visible checkbox for the following fields. Leave everything else unchecked.

- Description
– Due Date
– Estimated Effort (Days)
– Estimated Effort (Hours)
– Estimated Effort (Minutes)
– Organisation
– Process Step
– Priority
– Stage

d. Click Save.
e. Close the tab.

11. Set the Category Field Level Security:

a. For Category, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Read Only checkbox for the following fields. Leave everything else unchecked.

- Active
– Depends On
– Group
– Group Code
– Icon Name
– Related To

d. Click Save.
e. Close the tab.

12. Set the Process Field Level Security:

a. For Process, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Read Only checkbox for ALL fields. Leave everything else unchecked.
d. Click Save.
e. Close the tab.

13. Set the Process Step Field Level Security:

a. For Process, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Read Only checkbox for ALL fields. Leave everything else unchecked.
d. Click Save.
e. Close the tab.

14. Set the Relationship Type Field Level Security:

a. For Process, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Read Only checkbox for ALL fields. Leave everything else unchecked.
d. Click Save.
e. Close the tab.

15. Set the Step Field Level Security

a. For Step, right click View]and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Read Only checkbox for ALL fields. Leave everything else unchecked.
d. Click Save.
e. Close the tab.

16. Set the Captcha Field Level Security:

a. For Captcha, right click View and select Open Link in New Tab.
b. In the newly opened window, click Edit.
c. Check the Visible checkbox for ALL fields. Leave everything else unchecked.
d. Click Save.
e. Close the tab.

 

Step 5. Manage PractiFI Settings Custom Settings

This step is to make sure default url for  web enquiry  stylesheet is populated .

Go to Setup > Develop > Custom Settings> PractiFI Settings > Manage>  Edit> Save.

Step 6. Include the Enquiry Form on your website.

This involves modifying HTML code and your website. You might want to use an experienced web designer to complete this step.

1. Copy the following HTML code and paste it in the desired place on your website.
Change the src value to correspond to your own Force.com Site URL.
Change height and width as required.

<iframe src=”your force.com site url” seamless=”seamless” width=”800px” height=”600px” frameborder=”0″ scrolling=”no”></iframe>

Congratulations! You’re all done.

If you’ve completed all the steps correctly, you should see something resembling this on your website.
web-enquiry-form-example

A submission of this form should result in a Client and a related Client Person record being created in PractiFI. It should also create an Interaction record and, optionally, a Task record.

Now all that’s left to do is congratulate yourself on a job well done, and maybe celebrate with a glass of something tasty.

PractiFI Integration Partners

PractiFI partner with some of the worlds leading point solutions to deliver a complete application eco-system, built with Wealth Management practices in mind.

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