Enabling Deliverables

Overview

Deliverables help track entitlements that your firm provides to clients across your book of business. This article outlines the steps necessary to enable the Deliverable functionality within your firm's Pracctifi instance. For information on using and understanding the Deliverable functionality within your organization, please consult our Understanding Deliverables and Creating and Using Deliverables articles.

Please note: This feature is not automatically enabled within your Practifi organization. These enablement steps are technical in nature. If you have any questions during the enablement process, please reach out to Practifi Support. 

• Enablement Steps
• Deliverable Tiles
• Customization Considerations

Enablement Steps

There are several steps involved in enabling the Deliverable functionality in your Practifi instance. These steps are completed in Salesforce Setup. To access Salesforce Setup, select the gear icon in the upper right-hand corner of the page (represented by ) and select Setup.

1. Once within Salesforce Setup, use the Quick Find search bar to search for and select Activity Settings.
2. Within Activity Settings, confirm that the Allow Users to Relate Multiple Contacts to Tasks and Events setting is enabled. If it is not enabled, select the checkbox beside this setting and then select Submit to enable this option. 

   • This is a platform feature used to allow singular Tasks and Events to fulfill Deliverables across multiple clients.

3. Use the Quick Find search bar to search for and select Custom Settings.

4. In Custom Settings, select Manage next to Practifi Trigger Settings. 

5. Select Edit.

6. Select the checkboxes beside the Deliverable and Deliverable Rollups settings and then select Save.

7. Use the Quick Find search bar to search for and select Permission Set Groups.
8. Within the Permission Set Groups page, add the Practifi - Additional Features - Deliverables permission set to the Standard User, Super User & Administrator permission set groups.
9. Use the Quick Find search bar to search for and select Lightning App Builder.
10. In the Lightning App Builder, open the Practifi - Event Deliverables Record Page and Practifi - Task Deliverables Record Page items.
11. For each page, select the Activation button, then set it as the Org Default. This is required due to the sidebar assistant introducing a new page region to these Lightning record pages.
    • Please note: If your firm has customized your existing Task and/or Event record pages, you'll need to replicate those changes in the Deliverables page versions as a part of the enablement process. This includes the actions visible in the Highlights Panel, but not the fields on the page, as those are controlled by the page layout.
12. Use the Quick Find search bar to search for and select Apex Classes.

13. On the Apex Classes page, select the Schedule Apex button.

14. Schedule the DeliverableOverDueAction and DeliverableReminderTaskAction Apex classes to run every day outside of business hours, one after the other, e.g. at 6:00 a.m. & 7:00 a.m. respectively.

    • Please note: Timings will vary between instances depending on what automation you already have scheduled. Try and avoid any overlaps in your scheduling if possible.

Deliverable Tiles

Once the Deliverable functionality is enabled within your organization, the Deliverable tiles can be added to the Home Page within the Advisor, Client Service and Compliance apps. These tiles help your firm's Advisor and Client Service app users track when upcoming Deliverables are due. For Compliance users, these tiles call attention to missed Deliverable fulfillment within your organization.

All three Practifi tiles may be enabled, or you may select only the tiles that make the most sense for your firm's needs. For additional information about how to enable tiles within your organization, please consult our Adding and Removing Practifi Tiles article. The tiles available are as follows:

Advisor App

• Advisor - Key Dates - Deliverables due in the next 7 days
• Advisor - Key Dates - Deliverables due in the next 14 days
• Advisor - Key Dates - Deliverables due in the next 30 days

Client Service App

• Client Service - Key Dates - Deliverables due in the next 7 days
• Client Service - Key Dates - Deliverables due in the next 14 days
• Client Service - Key Dates - Deliverables due in the next 30 days

Compliance

• Compliance - Missing Info - Clients with missed deliverables in the last 30 days
• Compliance - Missing Info - Clients with missed deliverables in the last 60 days
• Compliance - Missing Info - Clients with missed deliverables in the last 90 days

Customization Considerations

Changes have been made to some Lightning pages as a part of this feature. If your firm has customized any of these pages, you will need to replicate those changes manually. You can refer to our default pages as a point of comparison as they are available to you from the Lightning App Builder section of Salesforce Setup.

Below is a summary of the changes made to the pages that may be missing from your customized page version. 

• • Practifi - Category Record Page
    • Added the Deliverable Types related list at the bottom of the page.
      • This is conditionally rendered to only appear to users with the Practifi - Deliverables custom permission assigned (it appears in the Practifi - Additional Features - Deliverables permission set).
  • Practifi - Client Record Page
    • Added a second Tabs component in the Services & Pipeline page section which replicates the existing one, but includes a Deliverables tab. 
      • This is conditionally rendered to only appear to users with the Practifi - Deliverables custom permission assigned.
        • The Deliverables tab includes a Practifi - Datatable (Record Page) component with the Related - Deliverables configuration file specified in its settings.
    • Added conditional rendering to the original tabset in the same page section, so that it only appears to users who do not have the Practifi - Deliverables custom permission assigned.
      • If your firm is enabling Deliverables as a whole-of-firm undertaking, then instead of replicating the conditional rendering described here, you should simply add the Deliverables tab to the existing Tabs component.
  • Practifi - Service Record Page
    
    • Added a second Tabs component to the record page which replicates the existing one, but includes a Deliverables tab.
      • This is conditionally rendered to only appear to users with the Practifi - Deliverables custom permission assigned.
        • The Deliverables tab includes a Practifi - Datatable (Record Page) component with the Related - Deliverables configuration file specified in its settings.
    • Added conditional rendering to the original tabset in the same page section, so that it only appears to users who do not have the Practifi - Deliverables custom permission assigned.
      • If your firm is enabling Deliverables as a whole-of-firm undertaking, then instead of replicating the conditional rendering described here, you should simply add the Deliverables tab to the existing Tabs component.