Enabling the Quik! Forms Integration

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The functionality described in this article is available as part of our Cinsault release and will not be available if your Practifi instance is not upgraded to this release. 


Overview

Paperwork is a necessary element of any advisory firm, but often it can be time-consuming when the data you’ve captured in your systems needs to be painstakingly reentered into multiple forms. We’ve partnered with Quik!, an industry-leading forms automation solution, to ease that burden.

Using our Active Forms functionality in Practifi, it’s now possible to capture everything you need for your paperwork as part of a workflow, update the Client record and send the information to Quik! ’s comprehensive form library.

This article outlines the steps for enabling the Quik! Forms integration in your Practifi organization.

**Note: This content is intended for system administrators and is technical in nature. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.*

Before You Begin

To enable the Quik! Forms integration within your Practifi organization, your firm will need to have access to both Practifi and the Quik! Forms Enterprise edition. You will also need to be a Practifi System Administrator to complete the following steps.

Enabling the Quik! Forms Integration

Create a Self-Signed Certificate

To begin the enablement process, a self-signed certificate will need to be created. This certificate will be used to establish the identity provider in the following step. To create a self-signed certificate: 

  1. Navigate to Salesforce Setup by selecting the settings cog in the upper right-hand corner and selecting Setup from the drop-down menu.

  2. Use the Quick Find search bar on the left-hand side to search for and select Certificate and Key Management.

    image-20220805-104254.png
  3. Once on the Certificate and Key Management page, select the Create Self-Signed Certificate button. Enter a new Label and a Unique Name. Select Save to finalize the creation of the self-signed certificate.

    image-20220805-105106.png
  4. Once the certificate is created, select the Download Certificate button to download it. There will be a cert file downloaded to your computer.image-20220805-105626.png

  5. Once the Certificate is created, you will need to make it the default certificate, which can be done by setting it as the default Identity Provider Certificate at Setup → Identity Provider → Edit (Button).

Enabling the Identity Provider

To enable the identity provider:

  1. In Setup, use the Quick Find search bar on the left-hand side to search for and select Identity Provider.

    image-20220805-100608.png
  2. On the Identity Provider page, select the Enable Identity Provider button.

    image-20220817-164511.png
  3. Choose the self-signed certificate made in the previous step.

  4. Select Save to finalize your changes.

Create a New Connected App

To continue the enablement process, you will need to create a new connected app. To create this:

  1. In Salesforce Setup, use the Quick Find search bar to search for and select App Manager.image-20220805-113654.png
  2. On the Lightning Experience App Manager page, select the New Connected App button.image-20220808-050701.png
  3. Enter the following information to create the new connected app:
    1. Connected App Name - Quik Integration App

    2. API Name - Quik_Integration_App

    3. Enable SAML - Checked 

    4. Entity Id - http://quikformsapp.com/referralaccount

    5. ACS URL -

      1. For PROD: https://auth.quikformsapp.com/quiksaml/samlsso/referralaccount

      2. For UAT: https://uatauth.quikformsapp.com/quiksaml/samlsso/referralaccount

    6. Subject Type - User ID

    7. Certificate - Select the one which we created in the earlier section

    8. Add the custom attributes - (Please consult the following Quik! resource: )

      1. ApplicationID - "36"

      2. CustomerID - Customer ID of the Quik! App account (for Practifi - “10014839”)

      3. CustomerUserID - $User.Id

      4. TimeoutRedirectURL - Base URL of your Salesforce org

      5. ClientIDList - $User.practifi__Quik_Contact_ID_List__c

      6. FormFieldsData - $User.practifi__Quik_Form_Fields_Data_JSON__c

image-20220808-051153.png

 

Custom Apps Permissions Set Allocation

Once the custom app is created, you will need to manage either the Profiles or the Permission Sets that should have access to this integration. To manage the access to the Quik Connected Apps, follow the below steps:

  1. In the Salesforce Setup Quick Find search box, search for and select App Manager

  2. On the list of connected apps, search for Quik_Integration_App.

  3. Open the app by clicking on the down arrow and selecting the view option from the drop-down menu.

  4. To grant access by Profiles - Once in the app, select the manage button and navigate to the profiles section on the Connected App page. Then choose the Profile(s) you would like to grant access.

  5. To grant access by Permission Sets - Navigate to the Permission Set Section of the Connected App page and give access to the desired Permission Sets.

Custom Setting Changes

Next, changes will need to be made to the Custom Settings. To do so, complete the following steps:

  1. In Salesforce Setup, use the Quick Find search bar to search for and select Custom Settingsimage-20220808-091108.png
  2. Select the Quik! Integration Setting on this list and select the Manage button on this page.image-20220818-084728.png
  3. Click the New button at the top of the page and complete the form as below:
    1. Enabled - Checked
    2. Quik! SSO URL - Paste the end of the IdP-Initiated Login URL, which will be as follows: “https://yourfirm.my.salesforce.com/idp/login?app=appid”, then you’d copy “/idp/login?app=appid”. These values can be obtained from the Connected App.

Data Feed Mapping

Data feed mapping allows teams to insert the defined set of values for some of the Quik base fields and can be done in two ways, either by being inserted using the DataLoader or using the Workbench.

Please follow the below steps for inserting the Data Feed Mapping through Workbench:

  1. Open the URL . Once on the Workbench, select either Production or Sandbox. If you are using a Production organization, you should choose Production, and if it is a Development or QA organization, then you should select Sandbox.

  2. Once the first step is completed, agree to the terms and conditions and log in with your Practifi credentials. Then there will be a pop-up window that asks to allow access.

    image-20220829-093932.png
  3. In the Workbench, select the Data header and click the Insert option from the drop-down menu.

    image-20220829-095826.png
  4. On the insert page, click on the Object Type drop-down and select the practifi__Data_Feed_Mapping__c object from the list.

    image-20220829-100059.png
  5. Once the object type is selected, click on the option of From File and browse and select the CSV file that will be shared with you by the Practifi Support team.

    Please note: If you do not yet have access to the CSV file needed for loading on this step, you will need to request access via a Practifi Support ticket.

  6. Then map the Salesforce fields with CSV Fields, which will be as follows:

    Practifi Field CSV Field
    practifi__Code__c (code__C)
    practifi__Data_Feed__c (Data_Feed__c)
    practifi__External_Key__c FieldValue (External_Key__c)
    practifi__External_Value__c FieldValueName (External_Value__c)
    practifi__Text_Value__c (Text_Value__c)
    practifi__Type__C QuikFieldName(Type__c)

7. Click on the Map fields and select Confirm Insert to insert the fields in Practifi. There will be a confirmation message stating that the data has been inserted successfully.
image-20220829-104302.png

Send an Activation Email to Quik! Team

Send an email to support@quikforms.com to proceed with the activation process. The following details should be included in the email:

  1. Your Quik! Customer ID

  2. The downloaded Self-Signed Certificate, which was created earlier or imported from the Keystore.

  3. Your EntityID, also known as Audience URI

  4. Issuer - Issuer from Connected app.

    Please note: you can review the image below to reference the Issuer Value.

    image-20220829-063901.png

Replacing a Self-Signed Certificate

The Salesforce self-signed certificate comes with a validity of one year. Before the expiry, the System Administrator must create a new Self Signed Certificate in Salesforce and share that with the Quik! Team to get it authorized from them. 

Creating a Self-Signed Certificate 

To create a new Self-Signed Certificate, complete the following steps:

  1. Navigate to Salesforce Setup and use the Quick Find search bar to search for and select Certificate and Key Management.

    image-20220818-063335.png
  2. Once on the Certificate and Key Management page, click the Create Self-Signed Certificate button. Enter a new label and a unique name.

  3. Click on the Save button to finalize the creation.

  4. Once the certificate is created, select the Download Certificate button to download it. There will be a cert file downloaded to your computer.

Send a re-activation Email to Quik! Team

For re-activating the Certificate from the Quik! Team, the Administrator needs to email the following details to support@quikforms.com.

  1. Your Quik! Customer ID

  2. The downloaded Self-Signed Certificate.

  3. Your EntityID, also known as Audience URI

  4. Issuer - Issuer from Connected app.

    Please note: you can review the image below to reference the Issuer Value.

    image-20220829-063901.png

Updating Connected App

Once Quik! updates the new certificate and gives the confirmations about the update to you via email, you’ll need to update the certificate on the connected app created as a part of the initial setup with the new self-signed certificate. Optionally, set this certificate as the default Identity Provider Certificate at Setup → Identity Provider → Edit.

How to Step-Up Quik on Multiple Orgs

If the admin wants to set up the Quik Integration within multiple Practifi instances (e.g., sandboxes and production), then the same certificate can be used by exporting the Certificate to Keystore from the Org where the self-signed certificate was created and then importing it to the new organization.

Before completing the following steps, you must complete the steps outlined in the Enabling the Quik! Forms Integration section. 

Exporting to Keystore

  1. Open the Certificate and Key Management page in Salesforce Setup and select the Export to Keystore button. When this button is selected, it will ask for a password. Set the password. Note this password, which will be used for importing from the Keystore in the other organization.
    image-20220805-111145__1_.png

  2. Once you select the export button, one .jks file will be downloaded to your computer.

Importing Existing the Keystore

To import the existing Keystore file, the System Administrator needs to follow the below steps.

  1. Log into the organization needing the import of this credential and navigate to Salesforce Setup.

  2. Use the Quick Search to search for and select Certificate and Key Management.
    image-20220818-063335.png

  3. Once on the Certificate and Key Management page, click the Import Keystore button.image-20220818-064309.png

  4. Click the Choose JKS File, find the relevant JKS file and then enter the previously set password.image-20220818-064702.png

  5. Once the Keystore is imported, navigate to the Identity Provider and select the imported certificate to make the certificate the default certificate. Set this certificate as the default Identity Provider Certificate at Setup → Identity Provider → Edit.

Send the Issuer Value to Quik Team

When the above settings are complete, the administrator must copy the issuer value mentioned in the connected App and send that across to the Quik Team for authorization via email to support@quikforms.com.

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