Enabling the Envestnet Tamarac Integration - Marsanne

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Integration summary

Our integration with Tamarac allows you to keep your Practifi Client, People, and Asset records in sync with Tamarac’s Households, Clients, and Accounts, as well as providing deep links from Practifi directly into Tamarac records. The information flow between systems functions as below:

Practifi

 

Tamarac

Client

🠜 Real-time 🠞

Household

People

🠜 Real-time 🠞

Client

Asset

🠜 Manual

Account

Single Sign-On (SSO) Limitation

The Tamarac Salesforce app allows the user to Send and View a linked Household in the Tamarac Reporting portal from within Practifi, using Create in Tamarac and Open in Tamarac links.  However, this feature is only accessible to a user login which meets the following two criteria:

  1. Must have an Enterprise Administrator account in Tamarac; and
  2. Must be a Practifi user with the System Administrator Profile, and with the Customize Application permission assigned.

If meeting the above requirements leads to compliance issues, a client firm should deactivate this SSO feature by removing the Create in Tamarac and Open in Tamarac button.   To view a Practifi client in Tamarac users should open a separate browser tab and log on directly to their Tamarac account and search for the client.

1. Enabling the integration

NOTE: The process of enabling the Tamarac integration is somewhat technical. If you have any difficulties doing so, please contact your Customer Success Manager to help get you up and running.

Install the Tamarac package

1. Set up My Domain
  • From Practifi, click the Setup icon in the top-right corner select Setup.

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  • In the Quick Find/Search bar, search for and click on My Domain.
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  • Under Choose Your Domain Name, enter your desired domain name and click Check Availability.
  • When you have a domain name, click Register the Domain. Once registration is complete, you will receive an email that says your domain is ready for testing.
  • Copy the complete URL of your domain; you'll provide this to Tamarac in the next step.
2. Create a self-signed certificate

 

Tamarac advises that the creating and sending of this certificate to them is a one off exercise, and the expiry date is not important.  It does not need to be renewed upon expiry.

  • From Salesforce Setup, in the Quick Find/Search bar, search for and click on Certificate and Key Management.
  • Click the Create Self-Signed Certificate button in the Certificates section.
  • Give the certificate a Name, then click out of the text box; the Unique Name field should automatically populate. Then click Save to be taken back to the Certificates page where you'll see the one you just created.
  • Click the Certificate Name to be taken to a page where you can download a copy.
  • Change the file extension of the downloaded certificate from .crt to .txt.
3. Send information to Tamarac

You'll need to provide the following information to the Tamarac Service Team:

  • The domain URL you created in step 1
  • The certificate file you downloaded in step 2
  • The Salesforce.com Organization ID (found on the Company Information page in Salesforce Setup)
     
4. Install the application
  • In your web browser, enter the URL received from the Tamarac Account Management team.
  • Click Get it now.
  • Log in to the AppExchange using your Practifi login.
  • Select Install in Production.
  • Click Agree, then Confirm & Install.
  • Log in to Practifi. You must use an administrator login.
  • Under Install Tamarac Advisor View, select Install for All Users and click Install.
    Below is the link to install the Tamarac Advisor View version 1.81.
    "https://login.salesforce.com/packaging/installPackage.apexp?p0=04t41000002Ih3E"

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Tamarac Advisor View version 1.81 has an important fix for reliable integration on Salesforce systems.  Otherwise, an error similar to the below will be encountered.

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  • In the Approve Third-Party Access window, select Yes, grant access to these third-party websites, and click Continue. The app will install.
  • When the app has installed, on the Installation Complete! page, click Done.


2. Configure Salesforce settings

1. Remote Site
  • In the Quick Find/Search bar in Salesforce Setup, search for and click on Remote Site Settings.
  • Under All Remote Sites, under Action, click Edit.
  • Under Remote Site Edit, complete the following fields then click Save:
SETTING WHAT TO ENTER
Remote Site Name Leave as the default value.
Remote Site URL Enter: https://advisorapi.tamaracinc.com
Description Optional.

 

2. Connected App and Permission Settings
  • In the Quick Find/Search bar in Salesforce Setup, search for and click on Identity Provider.
  • Click Enable Identity Provider.
  • Select the self-signed certificate you created earlier, then click Save.
  • In the Quick Find/Search bar in Salesforce Setup, search for and click on Manage Connected Apps.
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  • Click the Edit link for the Tamarac connected app.
  • Under SAML Service Provider Settings, complete the following fields:
SETTING WHAT TO ENTER
Entity ID Enter: https://portal.tamaracinc.com
ACS URL Enter: https://integrationservices.tamaracinc.com/genericsso.aspx
Subject Type Select: User ID
Name ID Format Leave as the default value.
Issuer Enter your Salesforce domain URL you created previously.
IdP Certificate Select the self-signed certificate you created previously
  • Click Save and you'll return to the Connected Apps page.
  • Click on the Tamarac app's name to be taken to the Manage Connected Apps page. Look for SAML Login Information and copy the IdP-Initiated Login URL. You will need this to set up the custom metadata later.
  • Set which Salesforce profiles should have SSO access from Salesforce to Tamarac:
      • On the Manage Connected Apps page, look for Profiles.
      • Click Manage Profiles.
      • Select all Practifi user profiles, along with System Administrator, then click Save.
  • Ensure Custom Setting Permissions the Profile the Users are assigned to are enabled for Tamarac
      • Note the Profile Name(s) of the Users requiring access to Tamarac
      • In the Quick Find/Search bar in Salesforce Setup, search for and click on Users
      • Locate the Profiles section
      • From the list of Profiles, choose the required Profile name (example here is System Administrator)
      • From the Profile panel skip to the Enabled Custom Setting Definitions Access section by its sublink
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      • Click Edit on the Enabled Custom Setting Definitions Access section

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      • Ensure the Tamarac.TamAdvisor.Tamarac.<etc> Custom Setting Definitions are listed in the Enabled column, and click Savemceclip2.png

     

3. Configure Custom Metadata Type
  • In the Quick Find/Search bar in Salesforce Setup, search for and click on Custom Metadata Types.
  • Under All Custom Metadata Types, under Label, click Advisor View Setting.
  • Under Custom Metadata Type Detail, click Manage Advisor View Settings.
  • Under Advisor View Settings, click Edit.
  • Complete the following fields, then click Save.
SETTING WHAT TO ENTER
Enterprise ID This is your Tamarac Enterprise ID. Contact the Tamarac Service Team if you need assistance finding your Enterprise ID.
Local IdP Initiated Login URL Copy and paste the IdP-initiated Login URL from the Connected App.
Override Base URL

Copy the base URL from the Base URL field to the left and add /api.

4. Enable SSO Authentication

NOTE: As outlined above above the Tamarac Salesforce app supports users Sending and Viewing a linked Household in the Tamarac Reporting portal from within Practifi, using Create in Tamarac and Open in Tamarac links.  However, this feature is only accessible to a user login which meets the following two criteria:

  1. Must have an Enterprise Administrator account in Tamarac, and;
  2. Must be a Practifi user of System Administrator Profile with the Customize Application permission assigned.

If meeting the above requirements lead to compliance and security issues for the firm, a client firm should not activate this SSO feature, and not install the Tamarac links.   To view a Practifi client in Tamarac users should open a separate browser tab and log on directly to their Tamarac account and search for the client.

If you wish to proceed:

  • Notify the Tamarac Service Team that your Practifi instance is ready for single-sign on (SSO) integration.  The team will configure their systems to allow SSO to take place.
  • When they inform you that the Single Sign-On integration is complete, log into Practifi and navigate to Salesforce Setup.
  • Select the Tamarac app from the App Selector in the top-left corner (9 dots).
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  • Click the Configuration tab.
  • To authenticate the Tamarac Reporting credentials for Salesforce, enter your Tamarac Reporting credentials in the first section (these credentials must be for an Enterprise Administrator). They must have the following settings in Tamarac:

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  • After entering the Tamarac Reporting credential for the user, click Save.
  • To authenticate the Salesforce Credentials for Tamarac Reporting the credentials must be for a user with the System Administrator profile and assigned with the Customize Application permission, and must be the same user in Tamarac).

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In the Salesforce OAuth Settings section of Tamarac, click Change Salesforce Login and enter your Salesforce credentials.  Click Allow.

 

 

5. Map Asset Fields

By default, the Tamarac package is configured to suit the Salesforce data model.   Verify the following values under the Manage Mappings subtab.

  • Click the Manage Mappings tab on the Tamarac app, and click Edit on the rows listed.
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For the Client - Contact row, validate:

  • Tamarac Entity: Client
  • Salesforce Object: Contact
  • For the Client Fields:
    •  CRM Id: Contact ID
    •  Email: Email
    •  First Name: First Name
    •  Household CRM Id: Entity Name
    •  Last Name: Last Name
    •  Tamarac Id: Tamarac Advisor View ID
    • Updated by Tamarac Integration: Updated by Tamarac Integration

For the Event - Task row, validate:

  • Tamarac Entity: Event
  • Salesforce Object: Task
  • For the tickboxes:
    •  Is Active: Ticked
    •  Client Email Address Changes: Ticked
    •  Client Household Membership Changed: Ticked

For the Household - Entity row, validate:

  • Tamarac Entity: Household
  • Salesforce Object: Entity
  • For the Household Fields:
    •  CRM Id: Entity ID
    •  City: Billing City
    •  Managed Value: Managed Value
    •  Management Fee: Mgmt Fee
    •  Name: Entity Name
    •  State: Billing State/Province
    •  State of Primary Residence: State of Primary Residence
    •  Street: Billing Street
    •  Tamarac Id: Tamarac Advisor View Id
    •  Total Value: Total Value
    •  Unmanaged Value: Unmanaged Value
    •  Updated by Tamarac Integration: Updated by Tamarac Integration
    •  Zip: Billing Zip/Postal Code

In order to see Tamarac Assets (Financial Accounts) in Practifi, we need to adjust the field mapping to match that used in Practifi.
  • Click Del next to Financial Account and confirm the deletion in the pop-up window.
  • Click the New Mapping button in the top-right corner to go to the Configure Object Mapping page.  

Complete the New Mapping.

  • On the dropdown header select the following objects:
    • Tamarac Entity: Financial Account
    • Salesforce Object: Asset/Liability
  • For the Financial Account Fields:
    •  Account Name: Description
    •  Account Number: Account Number
    •  Account Type: Notes
    •  CRM Id: Record ID
    •  Managed Value: Current Value
    •  Household CRM Id: Client
    •  Tamarac Id: External Id 4
    •  Total Value: Value
    •  Updated by Tamarac Integration: Updated by Tamarac Integration
  • Click Save. 
  • IMPORTANT: Click the Send Mappings button to transfer the mappings across to the Tamarac server.
6. Add Links to Practifi Client Record

The Tamarac integration is visible as two links under the Actions arrow on the Practifi Client record.

Edit the Client Record page using the Setup icon in the top-right

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Click on the section displaying the name of the Client, under the icons

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On the right-hand column, on the Page > Highlights Panel section, click on Add Action, and position in the Actions field

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Search for Create in Tamarac, and select.  Click Done when selected.

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Repeat for Open in Tamarac, and click Done.

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Click Save to save the additions

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Return to the Client Record page using the Back arrow in the top-left.

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The new links for Tamarac appear under the dropdown arrow

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7. Troubleshooting

Connection to Tamarac Fails

If no response to clicking on the Tamarac buttons is found there may be an issue with the Salesforce login the Tamarac portal should use to open the Tamarac records.  Check the following:

  1. Open an incognito tab on the browser (the Salesforce credentials which have been used earlier and are not working are retained in the browser)
  2. Open the Tamarac portal using https://portal.tamaracinc.com/salesforcesettingdetails.aspx and log in to the Tamarac portal using Tamarac credentials (not the Salesforce one)
  3. Click on the Change Salesforce Login button on the top right
  4. A Salesforce login panel will appear, on which to enter the credentials of the Salesforce user which should be enrolled against the Tamarac account.
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