Updating the Practifi Feature Settings Layout

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

Overview

As part of the Graciano release in February 2025, we updated the layout of the Practifi Feature Settings page in Salesforce Setup to include fields for custom metadata and help text for annual revenue fields. If your Practifi organization was created before February 2025, a Practifi Administrator will need to apply these changes manually. This article outlines the steps for updating the Practifi Feature Settings page layout.

Please note: Practifi organizations created after February 2025 will automatically receive the new page layout.

Edit the Page Layout

To update the layout of the Practifi Feature Settings page:

  1. Go to Salesforce Setup by selecting the gear icon and then selecting Setup from the drop-down menu.

    Screenshot 2025-01-28 at 1.55.31 PM.png

  2. In the Quick Find search, search for and select Custom Metadata Types.

    Screenshot 2025-01-28 at 1.25.04 PM.png

  3. On the Custom Metadata Types page, click the hyperlinked label for Practifi Feature Settings.

    Screenshot 2025-01-28 at 1.26.59 PM.png

  4. On the Practifi Feature Settings page, scroll down to the Page Layouts section and click the Edit link next to the Practifi Feature Settings Layout.

    Screenshot 2025-01-28 at 1.31.47 PM.png

  5. Drag the new fields from the Practifi Feature Settings Layout palette into the Information section of the Practifi Feature Settings Sample area below. The fields should appear in this order:

    Label Protected Component
    Custom Metadata Record Name Namespace Prefix
    Store contact details as Contact Points Annual Revenue Calculation Basis
    When a contact details field is updated Annual Revenue Multiplier
    Store Contact Points Enablement Details Revenue Calculation Batch Size
    Inherit Related Division To  
    When a Record is Assigned to a Queue  

    Screenshot 2025-01-28 at 2.01.21 PM.png

  6. At the top of the screen, click Save.

    Screenshot 2025-01-28 at 1.43.34 PM.png

Confirm Changes

To make sure your updates were applied:

  1. In the left side panel, click on Custom Metadata Types again.

    Screenshot 2025-01-28 at 1.46.18 PM.png

  2. Click the Manage Records link next to Practifi Feature Settings.

    Screenshot 2025-01-28 at 1.47.56 PM.png

  3. On the Practifi Feature Settings page, click the Default hyperlink.

    Screenshot 2025-01-28 at 1.49.59 PM.png

  4. On the following screen, you should see the fields you just added to the page layout.

    Screenshot 2025-01-28 at 2.03.04 PM.png

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