Practifi - Salesforce Object List

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Overview

This article outlines Salesforce objects, their API names, a description of their usage and whether or not they are used within Practifi. What we define as Objects within Practifi can also be thought of as data tables, like a sample Excel spreadsheet, where all the columns in the spreadsheet would be similar to all the relevant fields for each Object, and the rows within the spreadsheet are what we call records in the system. The main Object contains all the fields within it, which are then filled by each record.

Objects help to power all parts of Practifi. Still, most users run into Objects most frequently when attempting to create new Reports or when utilizing the Salesforce Data Loader for firm data uploads or updates. While working in Reports, the description breakdowns below will help provide context to which Objects Practifi uses, while also allowing teams to determine which items will make sense to include as their Primary or Secondary objects when building new reports for their users. However, the API name field will clarify the actual name used in the Data Loader to select from when completing data uploads, updates or deletions.

If you have any additional questions or concerns regarding Objects, please reach out to Practifi Support.

 

Object List

Name API Name Type Description
Action practifi__Action__c Custom The system actions are taken upon completing a Process Task.
Activity Activity Standard Use this object to manage certain aspects of Task & Event configuration: custom fields, buttons & the search results layout.
Addepar Portfolio practifi__Addepar_Portfolio__c Custom Stores a record of each linked & unlinked Addepar Portfolio for integration purposes.
Answer practifi__Answer__c Custom The set of potential answers users can provide to a Question in a Questionnaire.
Asset Asset Standard 🚫 This is a standard Salesforce object not used by Practifi.
Asset Relationship AssetRelationship Standard 🚫 This is a standard Salesforce object not used by Practifi.
Asset/Liability practifi__Asset_Liability__c Custom The financial instruments owned by your clients, such as an investment account or property. Investments can optionally include related Holdings.
Asset/Liability Role practifi__Asset_Liability_Role__c Custom A person's own relationship to an Asset or Liability within their household or organization, including their ownership percentage.
Associated Location AssociatedLocation Standard 🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form AuthorizationForm Standard 🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Consent AuthorizationFormConsent Standard 🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Data Use AuthorizationFormDataUse Standard 🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Text AuthorizationFormText Standard 🚫 This is a standard Salesforce object not used by Practifi.
Batch practifi__Batch__c Custom Either a processing job related to a mass action or a dataset representing a group of related records across objects imported into the system.
Black Diamond Portfolio practifi__Black_Diamond_Portfolio__c Custom Used by the Black Diamond integration to link assets between systems.
Campaign Campaign Standard A marketing initiative aimed at leads, prospects or clients, involving coordinated activity such as emails & events. Requires the Practifi Promote add-on.
Campaign Member CampaignMember Standard Track a person's inclusion, or membership, within a marketing campaign.
Case Case Standard 🚫 This is a standard Salesforce object not used by Practifi.
Category practifi__Category__c Custom Contains Service Types, which represent templates of the service offerings you provide to your clients.
Communication Subscription CommSubscription Standard 🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Channel Type CommSubscriptionChannelType Standard 🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Consent CommSubscriptionConsent Standard 🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Timing CommSubscriptionTiming Standard 🚫 This is a standard Salesforce object not used by Practifi.
Component practifi__Component__c Custom The building blocks of Practifi's apps, including their configuration details. Tiles, charts, record tables, action menus, Key Records sections and more.
Component Relation practifi__Component_Relation__c Custom Relate Practifi components to one or more "container components," such as a tile row or a table viewer menu, to use them in multiple contexts.
Contact Contact Standard All the people with who the firm has a relationship. Some Contacts represent members of a household or organization that the firm has its key relationship with, while others represent one-half of an individual, which is both a Contact and an Entity at the same time.
Contact Point Address ContactPointAddress Standard Individual addresses, each related to a Contact.
Contact Point Consent ContactPointConsent Standard 🚫 This is a standard Salesforce object not used by Practifi.
Contact Point Email ContactPointEmail Standard Individual email addresses, each related to a Contact.
Contact Point Phone ContactPointPhone Standard Individual phone numbers, each related to a Contact.
Contact Point Type Consent ContactPointTypeConsent Standard 🚫 This is a standard Salesforce object not used by Practifi.
Contact Request ContactRequest Standard 🚫 This is a standard Salesforce object not used by Practifi.
Content Version ContentVersion Standard 🚫 This is a standard Salesforce object not used by Practifi.
Contract Contract Standard 🚫 This is a standard Salesforce object not used by Practifi.
Data Feed Mapping practifi__Data_Feed_Mapping__c Custom Maps Practifi objects and fields with their equivalents in other systems.
Data Use Legal Basis DataUseLegalBasis Standard 🚫 This is a standard Salesforce object not used by Practifi.
Data Use Purpose DataUsePurpose Standard 🚫 This is a standard Salesforce object not used by Practifi.
Deal practifi__Deal__c Custom An opportunity to win business, either new business from prospects or add-ons from existing clients.
Deployment Job practifi__Deployment_Job__c Custom  
Division practifi__Division__c Custom The structural entities within your firm that you intend to use for rollup & reporting purposes. Divisions may be based on geography, service offering, or other forms of segmentation.
Division Member practifi__Division_Member__c Custom Stores the link between a User and a Division they're assigned to. Each user can have only one Primary Division assigned but multiple secondary ones.
Duplicate Record Item DuplicateRecordItem Standard An individual record within a Duplicate Record Set.
Duplicate Record Set DuplicateRecordSet Standard A collection of records that's triggered a Matching Rule. Users can create Record Sets and add Items to merge non-duplicate records if required.
Email Message EmailMessage Standard An email, sent either to or from someone at your firm, that's been linked to a Contact. May be sourced from the Salesforce Outlook add-in or other third-party alternatives.
eMoney Client practifi__Emoney_Client__c Custom Used by the eMoney integration to link clients between systems.
eMoney User practifi__Emoney_User__c Custom Used by the eMoney integration to link users between systems.
Engagement Channel Type EngagementChannelType Standard 🚫 This is a standard Salesforce object not used by Practifi.
Entity Account Standard The households, organizations and individuals that your firm has its key relationships with.
Entity Team AccountTeamMember Standard The team members servicing a particular client or prospect.
Envestnet Client practifi__Envestnet_Client__c Custom Used by the Envestnet integration to link clients between systems.
Envestnet Proposal practifi__Envestnet_Proposal__c Custom Proposals generated in Envestnet and made available on the Client record page.
Event Event Standard Scheduled meetings involving one or more Users or Contacts. May be created manually, sent from the Salesforce Outlook add-in, or synchronized using Lightning Sync or other third-party alternatives.
Fee practifi__Fee__c Custom The structure of fees a client agrees to in return for ongoing service delivery. A Fee record's structure is shared between all the Deals and Services of the same Service Type linked to the same Entity.
Financial Product practifi__Financial_Product__c Custom Investment vehicles are offered to your clients by the firm. Examples include retirement plans or a private investment such as a real estate project. This is an additional feature your firm may choose to enable.
Goal practifi__Goal__c Custom A financial target belonging to a client, with a known purpose and target date. This is an additional feature your firm may choose to enable.
Holding practifi__Holding__c Custom Financial securities linked with Assets, typically sourced from a portfolio management tool.
Image Image Standard 🚫 This is a standard Salesforce object not used by Practifi.
Income/Expense practifi__Income_Expense__c Custom The regular deposits & withdrawals clients make that inform their cash flow. This is an additional feature your firm may choose to enable.
Income/Expense Role practifi__Income_Expense_Role__c Custom Links a Contact with an Income/Expense record, including their ownership percentage.
Individual Individual Standard 🚫 This is a standard Salesforce object not used by Practifi.
Individual PersonAccount Standard A person who the firm has a key relationship with directly, either instead of or in addition to their relationship with that person's household or organization. It exists as both an Entity and a Contact simultaneously; page layouts, compact layouts and record types are managed here, while another object configuration happens in those objects instead.
Instalment practifi__Instalment__c Custom It will be deprecated soon and replaced with an object that has the correct spelling.
Integration Log practifi__Integration_Log__c Custom The API-level communication between Practifi and connected systems, including error messages when an integration's event or scheduled job fails. Refer to the records created in this object when troubleshooting integration issues.
Lead Lead Standard 🚫 This is a standard Salesforce object not used by Practifi.
List email ListEmail Standard Mass email communications are sent with Salesforce's list email feature, each delivered to multiple Contacts.
Location Location Standard 🚫 This is a standard Salesforce object not used by Practifi.
Location Trust Measure LocationTrustMeasure Standard 🚫 This is a standard Salesforce object not used by Practifi.
Lookup Child practifi__LookupChild__c Custom  
Lookup Parent practifi__LookupParent__c Custom  
Lookup Rollup Calculate Job practifi__LookupRollupCalculateJob__c Custom  
Lookup Rollup Summary practifi__LookupRollupSummary__c Custom Data processing jobs summarize a record's related records and store the calculated output in a field.
Lookup Rollup Summary Log practifi__LookupRollupSummaryLog__c Custom  
Lookup Rollup Summary Schedule Item practifi__LookupRollupSummaryScheduleItems Custom  
Macro Macro Standard 🚫 This is a standard Salesforce object not used by Practifi. The Macro feature is not available to Practifi users.
Opportunity Opportunity Standard 🚫 This is a standard Salesforce object not used by Practifi.
Opportunity Contact Role OpportunityContactRole Standard 🚫 This is a standard Salesforce object not used by Practifi.
Opportunity Product OpportunityLineItem Standard 🚫 This is a standard Salesforce object not used by Practifi.
Party Consent PartyConsent Standard 🚫 This is a standard Salesforce object not used by Practifi.
Pershing Account practifi__Pershing_Account__c Custom Used by the Pershing integration to link financial accounts between systems.
Plan practifi__Plan__c Custom A financial plan is generated for a client in a third-party system, such as eMoney. Used for tracking purposes rather than planning itself.
Policy practifi__Policy__c Custom An insurance policy owned by a client comprised of multiple coverage areas captured as related Policy Coverage records.
Policy Coverage practifi__Policy_Coverage__c Custom A specific type of insurance coverage a client has. It may be part of a Policy or directly linked to a client and managed independently.
Policy Coverage Role practifi__Policy_Coverage_Role__c Custom Links a Contact with a Policy Coverage record, including the nature of their relationship with it.
Policy Role practifi__Policy_Role__c Custom Links a Contact with a Policy record, including the nature of their relationship with it.
Price Book Pricebook2 Standard 🚫 This is a standard Salesforce object not used by Practifi.
Price Book Entry PricebookEntry Standard 🚫 This is a standard Salesforce object not used by Practifi.
Process practifi__Process__c Custom A business process that's been executed in relation to a record in the system, such as an Entity or Asset. Process logic is taken from the related Process Type.
Process Exception ProcessException Standard 🚫 This is a standard Salesforce object not used by Practifi.
Process Stage practifi__Process_Stage__c Custom The stages a Process moves through as it progresses, defined as part of the Process Type. Stage Categories enable consistent grouping of stages between processes.
Process Task practifi__Process_Task__c Custom The templated Tasks created during a Process - defined as part of the Process Type - and the singular ones available when using the "New Task (from template)" action.
Process Type practifi__Process_Type__c Custom The combination of tasks, stages, outcomes, actions & business logic that provides the template for a business process.
Product Product2 Standard 🚫 This is a standard Salesforce object not used by Practifi.
Question practifi__Question__c Custom An individual question asked as part of a Questionnaire.
Questionnaire practifi__Questionnaire__c Custom A set of questions asked of a Contact at a specific point in time and their answers.
Quick Text QuickText Standard 🚫 This is a standard Salesforce object not used by Practifi. The Quick Text feature is not available to Practifi users.
Recommendation Recommendation Standard 🚫 This is a standard Salesforce object not used by Practifi.
Reference Document practifi__Reference_Document__c Custom A specific document related to a client that requires formal monitoring, such as an identity document with an expiry date.
Relationship practifi__Relationship__c Custom A relationship between Contacts and Entities, in any combination. Includes a From and a To party and the Role of the From party.
Relationship Type practifi__Relationship_Type__c Custom The set of available roles when creating and editing Relationships.
Risk Band practifi__Risk_Band__c Custom The different ways of categorizing the risk appetite of a client. Each Risk Profile Questionnaire assigns a Band based on its Risk Score.
Schwab Account practifi__Schwab_Account__c Custom Used by the Schwab integration to link financial accounts between systems.
Schwab Alert practifi__Schwab_Alert__c Custom Alerts issued by Schwab Advisor Center, such as status updates for a digital account opening.
Scorecard Scorecard Standard 🚫 This is a standard Salesforce object not used by Practifi.
Scorecard Association ScorecardAssociation Standard 🚫 This is a standard Salesforce object not used by Practifi.
Scorecard Metric ScorecardMetric Standard 🚫 This is a standard Salesforce object not used by Practifi.
Service practifi__Service__c Custom An agreement between the firm and a client to provide a set of ongoing entitlements in return for a fee.
Shape Representation ShapeRepresentation Standard 🚫 This is a standard Salesforce object not used by Practifi.
Social Persona SocialPersona Standard 🚫 This is a standard Salesforce object not used by Practifi. The Social Customer Service feature is not available on this version of Salesforce.
Social Post SocialPost Standard 🚫 This is a standard Salesforce object not used by Practifi. The Social Customer Service feature is not available on this version of Salesforce.
Stage History practifi__Stage_History__c Custom The time a Deal, Process, Service, or Task spends with a given Stage or Status value, and therefore the extent of its completion at that time.
Task Task Standard A to-do item for a team member, either created manually or automatically with a Process or other piece of platform automation.
Task Outcome practifi__Task_Outcome__c Custom The options presented to users when completing certain Tasks within a Process. Used to determine which Actions to execute upon Task completion.
Team Member practifi__Team_Member__c Custom Replicates the information found in the Entity Team Member object. Used for Practifi Portals to overcome access limitations.
User User Standard A user within your Practifi instance.
User Provisioning Request UserProvisioningRequest Standard 🚫 This is a standard Salesforce object not used by Practifi.
Xplan Client practifi__Xplan_Client__c Custom Used by the Xplan integration to link clients between systems.
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