System Administrator

Practifi Success Portal

• The Practifi Success Portal
• Granting Subscriber Access
• Keeping Track of Your Firm's Requests
• How Can I Get My Issues Resolved Faster?

User Management

• Creating New Users
• Resetting Passwords
• Managing User Permissions
• Creating and Managing Queues
• Enabling Policy Coverage & Risk Profile
• Deactivating Users

Record Management

• Understanding and Using the Data Management App
• Using Filters
• Creating and Editing Fields
• Creating Relationship Types
• Creating and Managing Service Types
• Managing Servicing Teams

See all 9 articles

Activities & Events

• Understanding Notifications
• Understanding Processes
• Creating Processes
• Understanding and Using Process Deep Cloning
• Creating and Using Task Templates

Life Events

• Managing Divorced Client Records
• Managing Deceased Client Records

Reports & Dashboards

• Understanding Reports and Dashboards
• Creating Reports
• Creating Dashboards

Integration Setup

• Understanding the AppExchange
• Enabling the Addepar Integration
• Enabling the Black Diamond Integration
• Enabling the Constant Contact Integration
• Enabling the Egnyte Integration
• Enabling the Envestnet Integration

See all 10 articles

Practifi Promote

• Understanding Practifi Promote
• Understanding and Using the Marketing App
• Using Campaigns

Data Model

• Practifi - Salesforce Object List
• Platform Architecture
• Data Object and Relationship Overview

Additional Resources

• Adding and Removing Practifi Tiles
• Disabling Einstein Search
• Understanding and Using the Practifi Mobile App
• Updating an Organization's Logo
• Recommended Trailhead Modules
• Triaging Browser Access