Overview
This article outlines Salesforce objects, their API names, descriptions of their usage, and whether they are used within Practifi. What we define as objects within Practifi can also be thought of as data tables, like a sample Excel spreadsheet, where the columns correspond to the relevant fields for each object, and the rows are what we call records in the system. The main object contains all the fields, which are then filled by each record.
Objects help to power all parts of Practifi. Still, most users encounter objects most often when creating new Reports or using the Salesforce Data Loader to upload or update firm data. When building reports, the description breakdowns below provide context for which objects Practifi uses, helping teams determine which items make sense to include as their Primary or Secondary objects for their users. When completing data uploads, updates, or deletions in the Data Loader, the API Name column provides the exact name needed to select the correct object.
If you have any additional questions or concerns about objects, please get in touch with Practifi Support.
Standard Objects
| Name | API Name | Description |
|---|---|---|
| Activity | Activity | Use this object to manage certain aspects of Task and Event configuration: custom fields, buttons, and the search results layout. |
| Campaign | Campaign | A marketing initiative aimed at leads, prospects, or clients, involving coordinated activity such as emails and events. Requires the Practifi Promote add-on. |
| Campaign Member | CampaignMember | Track a person's inclusion or membership in a marketing campaign. |
| Contact | Contact | All the people with whom the firm has a relationship. Some Contacts represent members of a household or organization with which the firm has a key relationship. In contrast, others represent one half of an individual, who is both a Contact and an Entity at the same time. |
| Contact Point Address | ContactPointAddress | Individual addresses, each related to a Contact. |
| Contact Point Email | ContactPointEmail | Individual email addresses, each related to a Contact. |
| Duplicate Record Item | DuplicateRecordItem | An individual record within a Duplicate Record Set. |
| Duplicate Record Set | DuplicateRecordSet | A collection of records that has triggered a Matching Rule. Users can create Record Sets and add Items to merge non-duplicate records if required. |
| Email Message | EmailMessage | An email sent to or from someone at your firm that has been linked to a Contact. May be sourced from the Salesforce Outlook add-in or other third-party alternatives. |
| Entity | Account | The households, organizations, and individuals with which your firm has key relationships. |
| Entity Team | AccountTeamMember | The team members servicing a particular client or prospect. |
| Event | Event | Scheduled meetings involving one or more Users or Contacts. May be created manually, sent from the Salesforce Outlook add-in, or synchronized using Lightning Sync or other third-party alternatives. |
| Individual | PersonAccount | A person with whom the firm has a key relationship directly, either instead of or in addition to their relationship with that person's household or organization. Exists as both an Entity and a Contact at the same time; page layouts, compact layouts, and record types are managed here, while other object configuration happens in those objects instead. |
| Task | Task | A to-do item for a team member, either created manually or automatically with a Process or other piece of platform automation. |
| User | User | A user within your Practifi instance. |
Practifi Custom Objects
| Name | API Name | Description |
|---|---|---|
| Access Request | practifi__Access_Request__c | View the history of access requests made to Key Entities by users with the Security Check feature enabled. |
| Action | practifi__Action__c | Defines an action to be evaluated and executed as part of a workflow process. |
| Action Field Value | practifi__Action_Field_Value__c | Prefill values in workflow actions that create and update records. |
| Active Form Display Criteria | practifi__Active_Form_Display_Criteria__c | Define the display criteria for fields and field sections in a workflow’s Active Form. |
| Active Form Field | practifi__Active_Form_Field__c | Create dynamic, action-driven forms for your Process Tasks and Task Templates by adding Form Fields. |
| Active Form Assignment | practifi__Active_Form_Field_Assignment__c | Assign a Task’s Form Fields to one or more of its Actions and put captured information to work. |
| Active Form Flow | practifi__Active_Form_Flow__c | Use Flow Builder to enable data capture within a workflow task. |
| Active Form Prompt | practifi__Active_Form_Prompt__c | Help users to complete forms and understand their impact using contextual guidance. |
| Active Form Screen | practifi__Active_Form_Screen__c | Control how much information is presented to users at once within an Active Form. |
| Active Form Section | practifi__Active_Form_Field_Section__c | Group your Form Fields into sections to clearly organize them for your users. |
| Active Form Table | practifi__Active_Form_Table__c | Quickly create & update multiple records at once within an Active Form. |
| Active Form Task Settings | practifi__Active_Form_Task_Settings__c | Control the settings of pinned Active Form Fields on a task-by-task basis. |
| Active Form Validation Rule | practifi__Active_Form_Validation_Rule__c | Create rules to ensure the accuracy of data captured in an Active Form. |
| Active Form Variable | practifi__Active_Form_Variable__c | Assign variables from Flow-based Active Forms to workflow actions. |
| Activity Configuration | practifi__Activity_Configuration__c | Defines configuration settings that control activity behavior, including types, templates, and automation rules for tracking client interactions. |
| Addepar Portfolio | practifi__Addepar_Portfolio__c | Stores a record of each linked and unlinked Addepar Portfolio for integration purposes. |
| AgilLink Client | practifi__AgilLink_Client__c | Defines linking between AgilLink Clients and Practifi Clients. |
| Alert | practifi__Alert__c | Key alerts related to other Practifi records, retrieved from external systems. |
| Answer | practifi__Answer__c | The set of potential answers users can provide to a Question in a Questionnaire. |
| Asset Allocation | practifi__Asset_Allocation__c | Tracks how a client's asset is allocated across asset classes (e.g., Cash, International Equities, Domestic Shares), recording both current allocation values and future target allocation percentages. |
| Asset/Liability | practifi__Asset_Liability__c | Assets and liabilities held by clients. |
| Asset/Liability Role | practifi__Asset_Liability_Role__c | A person's own relationship to an Asset or Liability within their household or organization, including their ownership percentage. |
| Attributed Revenue | practifi__Attributed_Revenue__c | Attributes a closed Deal's AUM and Annual Revenue to the marketing campaigns that influenced the win, recording each campaign's percentage share and type (First Campaign, Last Campaign, Other). Part of the Practifi Promote add-on. |
| Available Workflow | practifi__Available_Workflow__c | Control access to Process Types and Task Templates by Team Member, Division, and a Key Entity’s Financial Products. |
| Batch | practifi__Batch__c | An instance of a mass data change. |
| Black Diamond Portfolio | practifi__Black_Diamond_Portfolio__c | Used by the Black Diamond integration to link assets between systems. |
| Category | practifi__Category__c | Manages various categorizations of data, such as stages (for client, agreements, tasks), client segments, client sources, etc. |
| Change Log | practifi__Change_Log__c | Captures an audit trail of configuration and customisation changes made within client orgs, recording who changed what and when. |
| Checklist Item | practifi__Checklist_Item__c | Track incremental progress towards Task completion. |
| Component | practifi__Component__c | The building blocks of Practifi's apps, including their configuration details. Tiles, charts, record tables, action menus, Key Records sections, and more. |
| Component Customization | practifi__Component_Customization__c | Stores customization settings for UI components, enabling tailored display configurations per profile or user. |
| Component Customization Subscription | practifi__Component_Customization_Subscription__c | Associates users or profiles with specific component customizations to control which customizations are applied. |
| Component Relation | practifi__Component_Relation__c | Relate Practifi components to one or more container components, such as a tile row or a table viewer menu, so that they can be used in multiple contexts. |
| CTCT Contact Activity | practifi__CTCT_Contact_Activity__c | Stores email campaign engagement activity synced daily from Constant Contact, including sends, opens, clicks, bounces, opt-outs, and forwards. |
| CTCT Contact List | practifi__CTCT_Contact_List__c | Mirrors Constant Contact distribution lists, synced daily from Constant Contact to Practifi. |
| CTCT Contact List Membership | practifi__CTCT_Contact_List_Membership__c | Junction object linking Practifi Contacts to Constant Contact distribution lists. Membership is synced daily from Constant Contact and can also be created from within Practifi in real time. |
| Data Feed Mapping | practifi__Data_Feed_Mapping__c | Defines a data mapping for an external data feed. |
| Deal | practifi__Deal__c | An opportunity to win business, either new business from prospects or add-ons from existing clients. |
| Deliverable | practifi__Deliverable__c | A recurring client entitlement (e.g., Quarterly Review, Annual Financial Plan, Tax Check-in) created as a child of a Service on an Entity. Holds a local copy of its Deliverable Type's scheduling and fulfillment settings, customizable per-client. Tracks status (Active, Inactive, Marked for Fulfillment, Completed, Cancelled), an auto-calculated Next Due Date, and is fulfilled when linked Tasks or Events are completed — which generate Deliverable Fulfillment records |
| Deliverable Fulfillment | practifi__Deliverable_Fulfillment__c | Records one fulfillment cycle of a parent Deliverable, auto-created by triggers when the Deliverable is fulfilled or its due date passes. Captures the actual fulfillment date, the Task or Event that fulfilled it, and the resulting Outcome (Fulfilled On Time, Fulfilled Late, Missed, or Excepted). Supports exception handling for compliance workflows and is central to fulfillment-rate reporting. |
| Deliverable Type | practifi__Deliverable_Type__c | Administrator-configured template that defines a recurring client entitlement, including scheduling rules, fulfillment behavior, and activation criteria. When a Deliverable is created on a client's Service, the Type's settings are copied to the Deliverable record as local overrides for per-client customization. |
| Division | practifi__Division__c | The structural entities within your firm are used for roll-up and reporting purposes. Divisions may be based on geography, service offering, or other forms of segmentation. |
| Division Member | practifi__Division_Member__c | Stores the link between a User and a Division they're assigned to. Each user can have only one Primary Division assigned, but multiple secondary ones. |
| Email Sync Exclusion | practifi__Email_Sync_Exclusion__c | Stores email addresses or domains to be excluded from the Microsoft 365 Email Sync. Admins can add exclusions manually via the Exclusions tab, or they are created automatically when deleting synced emails with the exclusion option selected. Exclusions can be scoped at user, instance, or org-wide levels. |
| eMoney Client | practifi__Emoney_Client__c | Used by the eMoney integration to link clients between systems. |
| eMoney User | practifi__Emoney_User__c | Used by the eMoney integration to link users between systems. |
| Envestnet Client | practifi__Envestnet_Client__c | Used by the Envestnet integration to link clients between systems. |
| Envestnet Proposal | practifi__Envestnet_Proposal__c | Proposals generated in Envestnet and made available on the Client record page. |
| Envestnet Proposal Registration | practifi__Envestnet_Proposal_Registration__c | The programs and products found within an Envestnet Proposal. |
| External System Client | practifi__External_System_Item__c | Link records in external systems to records in Practifi. |
| Fee | practifi__Fee__c | The structure of fees a client agrees to in return for ongoing service delivery. A Fee record's structure is shared between all the Deals and Services of the same Service Type linked to the same Entity. |
| Financial Product | practifi__Financial_Product__c | Investment vehicles offered to your clients by the firm. Examples include retirement plans or a private investment such as a real estate project. This is an additional feature your firm may choose to enable. |
| Follow-Up Item | practifi__Follow_Up_Item__c | An AI-generated recommendation produced by the Follow-Up Assistant (FUA) for a single source — a note, ContentNote, Smart Note feed, or meeting summary. Each item suggests a specific action — a Task Template match, Process Type match, Topic suggestion, or ad-hoc task — with a confidence score. Users review items in the FUA UI, accept or decline each, and on completion, accepted items generate the actual Salesforce records (Tasks, Processes, Topics). |
| Follow-Up Summary | practifi__Follow_Up_Summary__c | Container record representing one Follow-Up Assistant (FUA) analysis of a single source — a note, ContentNote, Smart Note feed, or meeting summary. One Summary per analyzed source. Contains AI-generated recommendations as child Follow-Up Item records. |
| Goal | practifi__Goal__c | A financial target belonging to a client, with a known purpose and target date. This is an additional feature your firm may choose to enable. |
| Group | practifi__Group__c |
Group__c is a generic, polymorphic grouping primitive for collecting any kind of Salesforce records under a named bucket. The schema is intentionally minimal so it can be reused for many purposes, including: integration mappings (e.g., mirroring external system team/group structures from Black Diamond, Addepar, Envestnet); ad-hoc / user-defined collections (e.g., 'VIP Clients', 'Q4 Campaign List'); cross-object grouping (since the junction is polymorphic); tag-like categorization (using Type__c as a category dimension); and reporting/segmentation buckets referenceable in reports, list views, and automation. |
| Group Assignment | practifi__Group_Assignment__c | Junction object linking Groups to Entities, Contacts, or Divisions via a polymorphic Record Id field. All assignments are equal with no role hierarchy. Records can be created manually via the Settings app or automatically via integrations such as Black Diamond sync |
| Holding | practifi__Holding__c | Financial securities linked with Assets, typically sourced from a portfolio management tool. |
| Import | practifi__Import__c | Represents a single data source within an Import Batch — typically one worksheet in an Excel file, a CSV file, or a JSON feed. Linked to an Import Type for mapping configuration and contains child Import Row records. Tracks processing order, status, success count, and error count. |
| Import Batch | practifi__Import_Batch__c | Top-level container in the Practifi Import Center representing an entire import action — e.g., an uploaded Excel/CSV file, a scheduled SFTP job, or a JSON feed from integrations such as Envestnet or Black Diamond. Each worksheet within the file becomes a child Import record, and each row becomes an Import Row record. |
| Import Key Map | practifi__Import_Key_Map__c | Caches the resolved mapping between a foreign key from an external system and a Salesforce record ID, as defined by the Import Type's mapping JSON. Persists across imports for reuse during key resolution. Deleted during import reversal operations or by retention-based cleanup (configured via Cleanup Retention Days in Import Center Settings). |
| Import Row | practifi__Import_Row__c | Represents a single row of data from an Import record. The source data is JSON-encoded in the Payload field. Tracks processing status and errors, with a payload editor allowing inline error correction without re-uploading the source file. |
| Import Type | practifi__Import_Type__c | Defines a type of data import by storing a JSON mapping document that specifies target objects, field mappings, and key resolution rules. Uploaded files are automatically matched to an Import Type via a Format Digest (a hash of the header row). Can be configured to process imports automatically. |
| Income/Expense | practifi__Income_Expense__c | The regular deposits and withdrawals clients make that inform their cash flow. This is an additional feature your firm may choose to enable. |
| Income/Expense Role | practifi__Income_Expense_Role__c | Links a Contact with an Income/Expense record, including their ownership percentage. |
| Installment | practifi__Installment__c | This object has been deprecated and replaced with an object using the American spelling (see below). |
| Instalment | practifi__Instalment__c | A revenue instalment (e.g. a commission, an invoice) against a service, often related to an asset, liability or policy. |
| Integration Instance | practifi__Integration_Instance__c | Represents an integration instance for multi-tenant support. |
| Integration Log | practifi__Integration_Log__c | The API-level communication between Practifi and connected systems, including error messages when an integration's event or scheduled job fails. Refer to the records created in this object when troubleshooting integration issues. |
| Log Line | practifi__Log_Line__c | Stores an individual log entry within a log transaction, capturing messages and severity levels for system events. |
| Log Transaction | practifi__Log_Transaction__c | Groups related log lines into a single transaction for system event tracking and debugging. |
| MS Email Log | practifi__MS_Email_Log__c |
MS_Email_Log__c tracks the sync status of a single Microsoft email message as it flows through the Practifi MS email integration. One row per email message, identified uniquely by its RFC 822 Internet-Message-Id header. |
| MS Graph User | practifi__MS_Graph_User__c | Links a Salesforce User to a Microsoft 365 mailbox identity (User Principal Name) for the Microsoft 365 Email and Event Sync integration. Controls per-user sync settings (email sync enabled, event sync enabled, primary mailbox) and tracks the last email sync timestamp. Supports multi-tenant configurations via an optional Integration Instance lookup. |
| Noticeboard Post | practifi__Noticeboard_Post__c | Stores important client-related notices and alerts. |
| Objective | practifi__Objective__c | Logical extension of Goals. |
| Objective Relation | practifi__Objective_Relation__c | Junction object relating Objectives to other records. |
| Pershing Account | practifi__Pershing_Account__c | Used by the Pershing integration to link financial accounts between systems. |
| Plan | practifi__Plan__c | A financial plan generated for a client in a third-party system, such as eMoney. Used for tracking purposes rather than planning itself. |
| Policy | practifi__Policy__c | An insurance policy owned by a client, comprised of multiple coverage areas captured as related Policy Coverage records. |
| Policy Coverage | practifi__Policy_Coverage__c | A specific type of insurance coverage a client has. May be part of a Policy or directly linked to a client and managed independently. |
| Policy Coverage Role | practifi__Policy_Coverage_Role__c | Links a Contact with a Policy Coverage record, including the nature of their relationship with it. |
| Policy Role | practifi__Policy_Role__c | Links a Contact with a Policy record, including the nature of their relationship with it. |
| Preset Checklist Item | practifi__Preset_Checklist_Item__c | Add items to Task Templates and steps in your Processes to be completed either manually or automatically based on criteria. Use these to track incremental progress toward Task completion. |
| Process | practifi__Process__c | A business process executed in relation to a record in the system, such as an Entity or Asset. Process logic is taken from the related Process Type. |
| Process Stage | practifi__Process_Stage__c | The stages a Process moves through as it progresses, defined as part of the Process Type. Stage Categories enable consistent grouping of stages between processes. |
| Process Task | practifi__Process_Task__c | The assignment of a task to a process type. A process type can have multiple tasks. |
| Process Type | practifi__Process_Type__c | Workflow processes that run the practice. Processes are comprised of one or more process steps. |
| Project | practifi__Project__c | This is a placeholder object that currently has limited functionality. |
| Question | practifi__Question__c | An individual question was asked as part of a Questionnaire. |
| Question Set | practifi__Question_Set__c | Defines a versioned collection of scored Questions and Answers used by the Risk Profile feature to assess a client's risk tolerance. Configured by administrators in the Settings app. When a Risk Profile is created on an Entity, a Questionnaire record captures the responses and calculates a Risk Band based on the Question Set's scoring. |
| Questionnaire | practifi__Questionnaire__c | Captures a completed risk assessment ('Risk Profile') for a client. Snapshots the questions asked, and responses selected at the time of completion (up to 15 question/response pairs), calculates a total score, and maps it to a Risk Band. Includes optional advisor override fields with required justification, supporting compliance audit, and suitability documentation. |
| Reference Document | practifi__Reference_Document__c | A specific client-related document that requires formal monitoring, such as an identity document with an expiry date. |
| Relationship | practifi__Relationship__c | Captures relationships or connections between contacts, such as professional service providers, referrers, family members, etc. |
| Relationship Type | practifi__Relationship_Type__c | The set of available roles when creating and editing Relationships. |
| Release | practifi__Deployment_Job__c | The versions of Practifi that have been released to this instance. Use these records to commence and monitor system upgrades. |
| Retirement Income | practifi__Retirement_Income__c | Retirement income plans held by clients. |
| Risk Band | practifi__Risk_Band__c | The different ways to categorize a client's risk appetite. Each Risk Profile Questionnaire assigns a Band based on its Risk Score. |
| Rule Action | practifi__Rule_Action__c | Automate tasks such as sending alerts and starting workflows based on Rule Criteria. |
| Rule Criteria | practifi__Rule_Criteria__c | Define time-based and record-based execution logic for Rule Actions. |
| Schwab Account | practifi__Schwab_Account__c | Used by the Schwab integration to link financial accounts between systems. |
| Schwab Alert | practifi__Schwab_Alert__c | Alerts are issued by Schwab Advisor Center, such as status updates for a digital account opening. |
| Security | practifi__Security__c | This object is deprecated and not actively used by Practifi integrations; instrument data is now stored on Holding records instead. |
| Service | practifi__Service__c | Services provided by the practice to clients. |
| Smart Note | practifi__Smart_Note__c | Rich text content storage and lifecycle management. |
| Smart Note Category | practifi__Smart_Note_Category__c | Categories for organizing Smart Notes. |
| Smart Note Content Block | practifi__Smart_Note_Content_Block__c | Modular components for Smart Notes. |
| Smart Note Content Block Access | practifi__Smart_Note_Content_Block_Access__c | Access control for content blocks. |
| Smart Note Content Block Assignment | practifi__Smart_Note_Content_Block_Assignment__c | Junction for templates and content blocks. |
| Smart Note Template | practifi__Smart_Note_Template__c | Reusable templates for Smart Note creation supporting both AI-generated and predefined content. |
| Smart Note Template Access | practifi__Smart_Note_Template_Access__c | Access control for templates. |
| Stage History | practifi__Stage_History__c | A record of an item at a given stage in its lifecycle, for reporting on stage history and duration. |
| Task Outcome | practifi__Task_Outcome__c | The options presented to users when completing certain Tasks within a Process. Used to determine which Actions to execute upon Task completion. |
| Team Member | practifi__Team_Member__c | Replicates the information found in the Entity Team Member object. Used for Practifi Portals to overcome access limitations. |
| Transaction | practifi__Transaction__c | Tracks inflows, outflows, and portfolio activity. |
| Xplan Client | practifi__Xplan_Client__c | Used by the Xplan integration to link clients between systems. |
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