Enabling the Bento Engine Integration

Learning Team

Please note: This content is intended for Practifi System Administrators and is technical in nature. The steps described in this article may not be able to be completed without System Administrator permissions. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.

Overview

Bento Engine helps your financial advisors proactively reach clients with timely, relevant advice. The integration works by identifying key milestones and life events, what Bento calls “Moments That Matter,” and delivering compliance-approved advice opportunities directly into Practifi as Tasks. Your advisors can then act on these opportunities immediately.

This is a vendor-managed, read-only integration. Bento Engine handles the technical setup end-to-end. Your role as the Practifi administrator is to initiate the connection, approve the integration’s access, and verify that everything works as expected.

Prerequisites
Understanding the Integration Architecture
Getting Started
Life Events Configuration
Verifying the Integration
Data Privacy and Security
Troubleshooting
Known Limitations

Prerequisites

Before you begin, confirm you have the following:

Salesforce System Administrator access to your Practifi organization
A dedicated Practifi license assigned to the integration user (Bento will provide the username)
An active Bento Engine subscription

Understanding the Integration Architecture

Bento Engine uses a read-only data model. Here’s what that means:

Data Direction	What Gets Accessed	Purpose
Read FROM Practifi	Date of Birth, State of Primary Residence, Life Event field values	Identify client milestones and triggering events
Write TO Practifi	Tasks (with advice opportunity name, contact link, content links)	Deliver actionable advice opportunities to advisors

What Bento Engine does NOT access: Client names, account numbers, email addresses, Social Security numbers, or any other personally identifiable information beyond what is listed above.

Each Task created by Bento includes:

The name of the advice opportunity
A direct link to the relevant client record in Practifi
Links to compliance-approved content materials (PowerPoint, PDF, Talking Points, Email Templates, Advisor FAQs)

Getting Started

To set up the integration, follow these steps:

Contact Bento Engine: Email support@bentoengine.com and let them know you’d like to enable their integration in your Practifi organization. Provide them with your Practifi organization ID.
Schedule and complete a discovery call: Bento will reach out to you and your team to understand your advisors’ workflow and confirm data mapping.
Approve the Connected App: Once Bento completes their setup, you’ll see a Connected App authorization request in your Practifi organization. Click the authorization link, review the permissions (which are read-only for contact data and write-only for Tasks), then click Approve.
Verify the integration: Bento will conduct a joint smoke test with you to confirm that Tasks are being created correctly. See Verifying the Integration below for the checklist.
Move to production: Once testing is complete, Bento will deploy the integration to your production environment.

Life Events Configuration

What Gets Added to Your Org

After Bento completes setup, you’ll see new Life Event custom fields added to your Contact records. These fields capture milestones such as retirement eligibility, children’s graduations, home purchases, and other key moments that trigger opportunities for personalized advice.

How It Works

Bento continuously monitors these Life Event fields. When a field is updated (either manually by your team or through an integration), Bento detects the change and delivers the corresponding advice opportunity as a Task within 15 minutes. The Task is automatically routed to the primary advisor associated with that Contact record.

Your advisors don’t need to do anything special. They’ll see new Tasks appear in their Task list when a client milestone is triggered.

Verifying the Integration

Use this checklist during joint smoke testing to confirm the integration is working correctly:

Verify Life Event fields are visible: Check your Contact records to confirm the Life Event custom fields are present and accessible.
Verify task creation: Manually update a test Contact’s Life Event field and confirm that a corresponding Task appears in Practifi within 15 minutes.
Verify task content: Confirm that the Task includes the advice opportunity name, contact link, and content material links.
Verify task routing: Confirm that the Task is assigned to the correct primary advisor based on the Contact’s advisor assignment.
Verify content links: Click a few content links in a test Task and confirm they point to valid, compliance-approved materials.

Data Privacy and Security

Compliance and Certifications

Bento Engine is SOC2 Type II certified, ensuring industry-leading data protection and security controls.

Data Hosting

Bento Engine infrastructure is hosted on Microsoft Azure in the Iowa Data Center, meeting enterprise data residency requirements.

Minimal Data Access

The integration is designed with data minimization in mind. Bento reads only the three data points it needs to identify client milestones: Date of Birth, State of Primary Residence, and Life Event field values. No other contact data is accessed, and no data is shared with third parties.

Troubleshooting

If you encounter issues with the integration, refer to the table below. For problems not listed here, contact support@bentoengine.com for assistance.

Issue	Possible Cause	Resolution
No Tasks are appearing in Practifi	Life Event alerts may not be scheduled, or the delivery window has not yet occurred	Contact Bento Engine at support@bentoengine.com to verify the delivery schedule. Tasks are delivered within 15 minutes of a Life Event field update, so allow time for processing.
Life Event fields are not visible on Contact records	Field-level security is blocking access, or the fields have not been added to the Contact page layout	Ask your Salesforce System Administrator to verify that field-level security permits your users to view the Life Event fields, and that the fields have been added to the Contact page layout.
Tasks are being assigned to the wrong advisor	The Contact record does not have a primary advisor assigned, or the assignment is incorrect	Verify that the Contact record has a primary advisor assigned on the Contact record or its parent Account record. Update the advisor assignment if needed, and Bento will route future Tasks correctly.
A Life Event alert was triggered but the corresponding Task did not appear	The Life Event field was updated, but Bento may not have received or processed the update	Wait 15 minutes to allow for processing. If the Task still does not appear, contact Bento Engine at support@bentoengine.com to investigate.

Known Limitations

The integration is read-only from the Practifi side. Bento Engine cannot modify or delete contact data in Practifi; it can only read specific fields and create Tasks.
Bento processes life Event field updates within a 15-minute window. Updates made during high-volume periods may experience slight delays.
Tasks are routed based on the primary advisor assignment on the Contact record. If a Contact has no primary advisor, the Task may not be assigned to any user.