Trebbiano

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These release notes cover what's new in our Trebbiano release from the perspective of a Practifi super user or administrator: someone who needs a detailed understanding of everything that's changed, how new features work, how to enable them, and any additional considerations that should be taken into account.

We use emojis throughout these notes to highlight important points as you go:

  • ⚠️ means there's potential for unintended consequences if you're not careful, so be sure to follow the instructions provided.
  • 🛠️ means there are some enablement steps required before you can make use of this feature.
  • 🔧 means there are some additional enablement steps, but only if your firm has customized specific areas of the product, such as Lightning pages or page layouts.
  • 📚 means there's additional reading available to deepen your understanding of the area, such as other articles in this knowledge base, or content from Salesforce's Help & Trailhead portals.
  • 💭 means you and your firm will want to do some thinking on the topic before moving on.
  • 💡 means we've got some helpful hints for you to consider.

Read on to learn about the release, and remember that if you have any questions or would like to learn more, your Client Success Manager will be happy to help.

Practifi Overall

Record table enhancements: Personalized display options, filtering by dates and an improved filtering experience

Choose what columns appear in your tables with the Select Fields to Display modal

Click the ⚙️ icon on any record table (located above the table's columns on the right) to access a screen for selecting the fields that are visible in the table, as well as the order they appear in:

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Add and remove fields from the section on the right, then click Save to update the table with those same changes.

  • Fields selected in this way appear in the Edit action too, so you can go on to make mass updates to their values once added to the table.
  • If you change a table in this way, the changes only affect yourself, not any other Practifi users.
  • Changes made this way are persistent; they'll be retained across browser sessions and devices for each user.
  • If you ever want to return to the default set of visible fields, click the Reset button in the modal window.

Date range filters to explore your data across time

The introduction of date fields to the roster of supported filter types makes it easy to apply time-based criteria to your directory, pipeline, tasks and more. Date filters for key fields have been added to record tables across our apps & pages, putting greater filtering precision at your fingertips.

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Dates are always filtered by an active range, with a defined start & end date. The Range drop-down menu offers an assortment of date selection options:

  • Predefined fixed date ranges, such as This Quarter or Last Fiscal Year. These provide no option for user input, as the start & end date are solely calculated based on today's date.
  • Predefined dynamic date ranges, such as Last N Months or Next N Weeks. These allow the user to specify the N value, which determines the number of calendar periods in the active range.
  • Custom date ranges. These can be found under the Custom option, and require the user to specify both start and end dates themselves.

Where can I find date range filters?

Date fields have been added as a filtering option to various record tables across the product in this release.

🔧 Custom record tables will not receive date range filters automatically. To add these filters, you can copy their configuration from the standard record table components, which are accessible from the Components page.

The table below summarizes where the new filters are located:

Object

Field

Location

Task

Due Date

All tables.

Started Date

All tables except in the My Tasks tile row, where only the tiles for delegated tasks include this filter.

Completed Date

All tables that include completed tasks.

Contact

Birthdate

The Birthdays in the next 30 days tile.

Entity

Last Contact Date

All tables except ones related to client entities.

Created Date

All tables.

Became Prospect On

All tables except ones related to client entities.

Became Lost Prospect On

All tables that include lost prospects on the Pipeline page.

Became Client On

All tables except ones related to prospects or client entities.

Service

Started Date

All tables.

Next Review Date

All tables found in app pages.

Termination Date

All tables that include inactive services.

Deal

Created Date

All tables.

Close Date

All tables.

Process

Created Date

All tables.

Due Date

All tables.

Stage Entry Date

All tables.

Completion Date

All tables that include completed processes.

Financial Product

Created Date

All tables.

Investment Due Date

All tables that include private investments.

Questionnaire

Date

All tables.

Reference Document

Expiration Date

All tables.

Division

Created Date

All tables.

Relationship

Created Date

All tables.

End Date

All tables.

Asset/Liability

Created Date

All tables.

As At

All tables.

Holding

Created Date

All tables.

As At

All tables.

Policy

Start Date

All tables.

Renewal Date

All tables.

Policy Coverage

Start Date

All tables.

End Date

All tables.

Goal

Set Date

All tables.

Achieve By

All tables.

Deliverable

Last Completion Date

All tables.

Next Due Date

All tables.

 

Saved settings for filter values & column widths

Adjustments made to these aspects of a record table are automatically saved for each user individually; they'll appear once again when you return to the table in a separate browser session, or if you log into Practifi on another device.

This means you can pre-filter a record table and return to it later with the same values applied, or make fine-tuned adjustments to column widths after adding several new fields to the table, and retain both the new fields as well as the widths you carefully chose to neaten up your layout.

A refreshed look & feel for filters, with collapsible sections and popovers

As a part of introducing date range filters (see the example screens above), we've redesigned our table filters to better support flexible input methods:

  • Tables in app pages display filters as a series of collapsible & expandable accordion sections to better accommodate the variety of filtering options those record tables often demand.
  • Tables in tiles, charts & record pages display filters as clickable tiles with popovers to provide flexible support for the various filter types available within a reduced space.

To make it easier to understand which filters have been applied without opening them (particularly when returning to a table with saved filter values applied), a mceclip0.png icon appears next to the modified filter's name.

Better behavior and more availability for multi-select checkbox filters

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We've changed the way these filters behave to better match the way item selection works in other popular apps, such as Gmail:

  • Previously, the filter would present with blank checkboxes, and display records in the table that contained those values. Selecting one or more values would cause the table to filter by those values, and now ignore the values in blank checkboxes it was previously including.
  • In Trebbiano, multi-select checkboxes have all values populated by default, and the record table will always filter by which values are marked as selected.
  • An All values checkbox above the available filter values makes it easy to switch between selecting everything & nothing, minimizing clicks as you assemble your filters.

The new popover-based approach to filters on tile, chart & record page tables also means that all single-select filters have been replaced with multi-select checkboxes.

Stage History: Track and report on the time spent in key record life cycle stages across Deals, Processes, Services and Tasks

As records in the objects named above move through their respective life cycles, they progress through a series of Stage or Status values. The Stage History object automatically tracks time spent in each of these stages by capturing the Entry Date & Exit Date for each stage, as well as the Duration of time spent within the stage, to make it easy to report on how long certain stages are taking, or the life cycle as a whole.

  • Stage History is accessible from the System tab on the record pages of each of the supported objects.
  • 🔧 Customized Lightning record pages will not receive the above layout change automatically. To add them, refer to the standard Lightning record page as needed to understand the layout, then replicate it using Lightning App Builder.

Expanded data model for multiple objects

Additional fields

We've added several new fields to our existing object structure in this release, spanning various product areas. The changes are summarized in the table below:

Object

Field Name

Type

Field Section

Notes

Entity

Date of First Contact

Date

Not included on-screen (exists for reporting purposes).

Displays the date of either the earliest logged call, or the earliest event related to the Entity.

Date of Incorporation

Date

Organization Details

 

Entity Number 1

Text (80)

Not enabled by default; add to the Additional Information tab to show in Specifics component.

Help text: A unique identifier for this entity taken from an external source, but not being used as an ID by an integration. Consider adding explanatory text alongside the number.

Entity Number 2

Text (80)

Contact

Date of Marriage

Date

Life Events

 

External Id 1

Text(255) (External ID) (Unique Case Insensitive)

Integration Details

 

 

 

 

External Id 2

Text(255) (External ID) (Unique Case Insensitive)

 

External Id 3

Text(255) (External ID) (Unique Case Insensitive)

 

External Id 4

Text(255) (External ID) (Unique Case Insensitive)

 

Preferred Contact Methods

Picklist (Multi-Select)

Contact Details & Preferences

Help text: If possible, use these channels when communicating with this person.

Values: SMS, Post, Mobile & Email.

Asset/Liability

External Id 5

Text(255) (External ID) (Unique Case Insensitive)

Integration Details

 

Interest Type

Picklist

Liability Details

Values: Fixed, Variable

Loan Period (months)

Number (4,2)

 

Repayment Type

Picklist

Values: Interest and Principal, Interest Only

Policy Coverage

Description

Long Text Area (32000)

Summary

 

Service

External Id 1

Text(255) (External ID) (Unique Case Insensitive)

Integration Details

 

 

 

 

 

External Id 2

Text(255) (External ID) (Unique Case Insensitive)

 

 

External Id 3

Text(255) (External ID) (Unique Case Insensitive)

 

 

External Id 4

Text(255) (External ID) (Unique Case Insensitive)

 

Task

Started Date

Date

Progress

Timestamp this field when the Status of the Task is updated for the first time only, regardless of the old & new values involved.

Started Datetime

Date/Time

Not included on-screen (exists for reporting purposes).

Financial Product

Investment Due Date

Date

Targets & Performance

Help text: The date by which the fundraising goal needs to be reached.

 

Changes to field layouts

As part of making these expansions, we've revisited a number of field layouts to make them more descriptive, clear & consistent.

🔧 Customized page layouts and Lightning record pages will not receive the layout changes automatically. To add them, refer to the standard page layout or Lightning record page as needed to understand the layout, then replicate it using Salesforce's drag-and-drop builder tools.

The changes are summarized in the table below:

Object/Record Type

Layout Type

Changes

Client Entity, Organization (all record types)

Page layout Added the Organization Details field section, including Date of Incorporation, Tax ID Number and Organization Type.

Contact, Individual (all record types)

Page layout

Removed the Personal Information section and replaced it with two new ones:

  • Life Events: Birthdate, Birth Name, Birth Place, Date of Death, Date of Marriage and Marital Status.
  • Identity Details: Citizenship Status, Country of Citizenship, Country of Origin, Country of Residence, SSN and Tax ID Number.

Gender has moved to the summary section at the top of the field layout.

Added the Integration Details field section, which includes all external ID fields.

Policy Coverage

Lightning record page Added the Premiums field section, including Premium Amount and Premium Frequency.

Service

Lightning record page Added the Integration Details field section, which includes all external ID fields.
Task Page layout Renamed Completion Details to Progress so that it could contain Start Date. Time Logged was added to this section as a read-only field.

 

Key Entities (Households, organizations & individuals)

Use Other Definitions for expanded, customizable segmentation options

This multi-select picklist field provides you with an assortment of new 📚definitions that can be applied to your key relationships. These appear alongside client, prospect and influencer whenever definitions are displayed, and are easily added to and removed from with the Manage Other Definitions action.

Better still, the options available in this picklist can be customized by your firm to cater to your unique segmentation needs, putting them on equal footing with Practifi's standard definitions when navigating & searching the system.

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  • Manage Other Definitions appears in the orange page actions menu on all household, organization and individual record pages. It also appears as a mass action & row action in all record tables where the Definitions column appears by default: those found in the Directory, Clients, Pipeline (prospects only) and Influence pages.
  • ⚠️ Other Definitions is currently not available as a filtering option in record tables. Support for this field will be arriving in our next release, Barolo, alongside support for multi-select picklists more broadly.
  • 🛠️ To customize the set of available options in Other Definitions, modify the set of available picklist values by adding your own, and deactivating any that you don't wish to display.
    • ⚠️ Currently there are no product features relying on specific values being available in this field, but this may occur in a future release and inactivating those values would cause issues when attempting to upgrade your Practifi instance. If you inactivate any default values, be sure to stay up to date with Practifi releases, as we'll highlight these impacts in the release notes ahead of time.
  • 🔧 Custom record tables will not receive the Other Definitions filter or Manage Other Definitions action automatically. To add them, you can copy their configuration from a standard record table component included in one of the above pages, which are accessible from the Components page.

Allocate Key Entities to an advisor's secondary division

Previously, all households, organizations and individuals were allocated to a Related Division based on the nominated Primary Division of their record owner, and this relationship was strictly enforced, i.e. any attempt to override the value would be overridden itself.

In this release, we've reduced the extent of this enforcement to only apply when the record is either first created, or when the record owner changes. This means the Related Division value can be subsequently updated to reflect a different Division, and that value will be retained. This enables users to work across multiple divisions and keep their key relationships allocated accurately for reporting purposes.

  • ⚠️ No additional enforcement is applied to ensure that the Related Division assigned is in fact a secondary division of the record owner. You'll need to apply your own checks to this process to ensure ongoing data quality.
  • 🛠️ Access to edit the Related Division field is disabled by default for all users (except system administrators). To enable access to this field, assign the Practifi - Edit Related Division (Entity) permission to the relevant users or permission set groups.

Other features and enhancements

Home screen tiles for Deliverables

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Take advantage of new ways to manage and monitor 📚deliverables from your app's home page, with an array of new tiles available in the component library:

  • Deliverables due in the next 7, 14 or 30 days: See the upcoming deliverables for your own clients. Available to the Advisor and Client Service apps in the Key Dates tile row.
  • Clients with missed deliverables in the last 30/60/90 days: See which clients in your division have had one or more missed deliverables. Available to the Compliance app in the My Alerts & Exceptions tile row, and the Management apps in the Key Dates tile row.

💭 Choose the date range that suits your needs best, or add multiple tiles to the home page to represent varying degrees of urgency.

🛠️ Add these tiles to the named tile rows by creating a Component Relation record linking it to the row. Refer to the existing Component Relation records on the tile row for guidance.

New filtering options for Deals and Tasks

There's even more ways to slice & segment these records available in this release:

  • Deals can be filtered by their Type: either Client or Prospect, the same segmentation applied to home screen charts. Use this filter from any record table on the Pipeline app page.
  • Tasks can be filtered by their TypeSubtype and Outcome, providing far greater flexibility in filtering options.
    • The Type filter appears in all record tables on the Tasks app page, as well as Open Tasks tables on record pages.
    • The Subtype Outcome filters appear in all tables that include completed tasks, e.g. My Division's Tasks.
  • 💡 Task Subtype is a read-only system field used by Salesforce to identify the Task records which are used for different purposes: logged calls, emails, & list emails. Each of these is stored in Salesforce as a completed task record; access to this filtering option (as well as our new saved filter values) allows you to keep them hidden most of the time, but expose them when it's useful.
  • 🔧 Custom record tables will not receive these filters automatically. To add them, you can copy their configuration from a standard record table component included in one of the above pages, which are accessible from the Components page.

Simplified user profiles and more flexible app assignment options

Previously, app assignment in Practifi was tied to the user profile assigned to each user in the system. This provided each user with a default app, but access to additional apps needed to be handled by additional permission sets created locally. In this release, we've introduced a set of profiles and permission sets to make app assignment to make every combination a possibility out of the box:

  • Generic user profiles that come with no apps assigned: Practifi User - Salesforce and Practifi User - Salesforce Platform. These profiles each support one of the different user license types available, but are otherwise identical foundations upon which to add more permissions with 📚sets and set groups.
  • A range of permission sets, one for each of our 📚primary apps as either a default or an available app. Default apps are the ones users see upon initial login; after that, they will return to the app they had open when they ended their previous session.
  • Existing user profiles are unaffected by this change.

Use the Additional Information section to easily surface custom fields on Contacts, Deals, Financial Products, Policies, Policy Coverage Areas and Services

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Previously, adding custom fields to one of the named objects above would require administrators to not only create the field itself, but also either modify page layouts or Lightning record pages to make those fields visible to users. These changes stop those items from receiving automatic upgrades, creating additional overheads for administrators when enabling new Practifi features.

In Trebbiano, an empty field section has been introduced to each of these objects named Additional Information, which corresponds to a field set of the same name. Use these field sets when 📚creating custom fields to have them appear in Practifi without affecting future upgrades.

🔧 Customized page layouts and Lightning record pages will not receive the layout changes automatically. To add them, refer to the standard page layout or Lightning record page as needed to understand the layout, then replicate it using Salesforce's drag-and-drop builder tools.

Where can I find these field sections?

  • Contact: In the Specifics tab.

  • Deal: In the Basics tab, below the Deal Value field section.

  • Financial Product: In the Specifics tab.

  • Policy: In the Basics tab, below the Premiums field section.

  • Policy Coverage: In the Basics tab, below the Coverage Details field section.

  • Service: In the Basics tab, below the Key Dates field section.

Unlock new levels of data import scale with deferred automation processing

Fill in the Defer Automation checkbox when uploading Asset/Liability, Contact, Entity (Account), Deal, Holding, Process, Relationship or Service records, and you'll defer some of their related automation until after business hours when a scheduled job processes those items. Uploading records in this way allows for greater volumes of records to be imported at once without compromising on data quality.

  • ⚠️ If a record is awaiting deferred automation, it shouldn't be worked on by users in the meantime; doing so may have unintended effects.
  • 🛠️ The DeferredAutomationService job needs to be scheduled for the processing to occur. Refer to this Salesforce Trailhead module to learn more.

Resolved issues

  • Change Owner & Add to Household/Organization actions: Deliverables are now reassigned alongside the other records included in these actions.
  • Remove from Household/Organization action: This action has been reintroduced to the record page for Individuals and is available for all Individuals regardless of their other Definitions.

 

 

 

 

 

 

 

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