In the first article, we talked about how apps are fundamentally a collection of pages. In this article, we're going to delve more deeply into the sorts of pages found in Practifi apps and how you can use them to get to where you want to go in the system. Pages are accessed from the navigation menu located next to the app's name in global navigation; select the drop-down arrow to see the set of available pages.
The home page is available in the menu, but this one will focus on the other available pages or app pages, as was covered in the last article. App pages contain either Practifi record tables or Salesforce features, and we'll explore both in more detail below. These will be quite easy to find: Practifi record tables have a blue side panel that you can't miss!
- Have a seat at the table
- Take advantage of Salesforce features
- Reports & Dashboards
Have a seat at the table
Record table pages are where you want to be if you're looking for records that meet a broad set of criteria, such as "My Active Clients" or "My Open Deals." This is compared to the home page, where the record tables displayed typically reflect more precise criteria. Keep in mind that the pages available to you and the record tables appearing in those pages depend on the app you're using; for example, an advisor has access to Services and Processes. A marketing team member can access Campaigns. But there are some pages, such as Directory, Clients and Tasks, that appear in every app.
Here is the Directory page in the Advisor app, and "My Directory" is selected in the table viewer. The teal drop-down menu in the side panel determines what filters are available below it and what records appear to the right in the record table. Once you've done the filtering you need to do, you can hide them using the orange collapse button on the side panel's edge to focus on the visible records. Much like on home page tables, row and mass actions are supported here as well.
The Directory is likely to be a part of your regular page rotation: it brings together all the households, organizations and individuals in your network in a single place, displaying contact details alongside the free-form Topics assigned to them such as "VIP" or "Malbec fan," and how your firm formally defines your relationship, such as client or prospect. We'll explore how you manage these formal and informal ways of classifying households, organizations and individuals in a later article.
Take advantage of Salesforce features
The Calendar, Chatter, Reports & Dashboards pages come included with every Practifi app and represent a suite of powerful capabilities included with Salesforce's Lightning platform, which Practifi is built on top of.
Scroll from month to month, seeing your schedule months, or even years, in advance. Too much to take in? Collapse the side panel and focus on the week or day ahead.
Select which calendars you wish to appear in the main calendar pane from this section below the month viewer. At first, you'll only see "My Calendar," though other team members will appear here as they share their calendars with you and vice-versa.
Refresh the calendar pane to see any newly-created or updated events.
Change the display settings to a standard day, week or month calendar view, an availability view that shows all calendars side-by-side for the day, or all events as a table.
Create a new event by clicking this button. The new record page displayed contains the full set of available fields for an event (unlike the compact layout used by global actions and the activity timeline found on record pages) and doesn't pre-populate them with data (unlike the activity timeline).
For further information about the calendar, please consult this Salesforce help article.
Reports & Dashboards
Practifi doesn't come with any reports or dashboards included out of the box; however, the included Report and Dashboard Builder makes creating personalized charts & tables a breeze. You'll need certain system permissions to create reports and dashboards, so ask your system administrator if you can't access the builders. To explore all these features have to offer, we recommend completing this training module produced by Salesforce to understand its capabilities.
Keep up to date with the latest goings-on in your firm through the Chatter page, which takes all the posts made on record feeds or within the company generally and presents them to you as a set of curated views: What I Follow, To Me, Bookmarked and Company Highlights. You can make your own posts, like, comment and mention other team members, and even create collaboration groups where you share posts, files and more. For more information on how Chatter works within Salesforce and Practifi, please consult this overview.