Practifi - Salesforce Object List

Overview

This article outlines Salesforce objects, their API names, a description of their usage and whether or not 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 all the columns in the spreadsheet would be similar to all the relevant fields for each Object, and the rows within the spreadsheet are what we call records in the system. The main Object contains all the fields within it, which are then filled by each record.

Objects help to power all parts of Practifi. Still, most users run into Objects most frequently when attempting to create new Reports or when utilizing the Salesforce Data Loader for firm data uploads or updates. While working in Reports, the description breakdowns below will help provide context to which Objects Practifi uses while allowing teams to determine which items will make sense to include as their Primary or Secondary objects when building new reports for their users. However, the API name field will clarify the name used in the Data Loader to select from when completing data uploads, updates or deletions.

If you have any additional questions or concerns regarding Objects, please contact Practifi Support.

Object List

Name	API Name	Type	Description
Action	practifi__Action__c	Custom	The system actions are taken upon completing a Process Task.
Activity	Activity	Standard	Use this object to manage certain aspects of Task & Event configuration: custom fields, buttons & the search results layout.
Addepar Portfolio	practifi__Addepar_Portfolio__c	Custom	Stores a record of each linked & unlinked Addepar Portfolio for integration purposes.
Answer	practifi__Answer__c	Custom	The set of potential answers users can provide to a Question in a Questionnaire.
Asset	Asset	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Asset Relationship	AssetRelationship	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Asset/Liability	practifi__Asset_Liability__c	Custom	The financial instruments owned by your clients, such as an investment account or property. Investments can optionally include related Holdings.
Asset/Liability Role	practifi__Asset_Liability_Role__c	Custom	A person's own relationship to an Asset or Liability within their household or organization, including their ownership percentage.
Associated Location	AssociatedLocation	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form	AuthorizationForm	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Consent	AuthorizationFormConsent	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Data Use	AuthorizationFormDataUse	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Authorization Form Text	AuthorizationFormText	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Batch	practifi__Batch__c	Custom	Either a processing job related to a mass action or a dataset representing a group of related records across objects imported into the system.
Black Diamond Portfolio	practifi__Black_Diamond_Portfolio__c	Custom	Used by the Black Diamond integration to link assets between systems.
Campaign	Campaign	Standard	A marketing initiative aimed at leads, prospects or clients, involving coordinated activity such as emails & events. Requires the Practifi Promote add-on.
Campaign Member	CampaignMember	Standard	Track a person's inclusion, or membership, within a marketing campaign.
Case	Case	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Category	practifi__Category__c	Custom	Contains Service Types, which represent templates of the service offerings you provide to your clients.
Communication Subscription	CommSubscription	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Channel Type	CommSubscriptionChannelType	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Consent	CommSubscriptionConsent	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Communication Subscription Timing	CommSubscriptionTiming	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Component	practifi__Component__c	Custom	The building blocks of Practifi's apps, including their configuration details. Tiles, charts, record tables, action menus, Key Records sections and more.
Component Relation	practifi__Component_Relation__c	Custom	Relate Practifi components to one or more "container components," such as a tile row or a table viewer menu, to use them in multiple contexts.
Contact	Contact	Standard	All the people with who the firm has a relationship. Some Contacts represent members of a household or organization that the firm has its key relationship with, while others represent one-half of an individual, which is both a Contact and an Entity at the same time.
Contact Point Address	ContactPointAddress	Standard	Individual addresses, each related to a Contact.
Contact Point Consent	ContactPointConsent	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Contact Point Email	ContactPointEmail	Standard	Individual email addresses, each related to a Contact.
Contact Point Phone	ContactPointPhone	Standard	Individual phone numbers, each related to a Contact.
Contact Point Type Consent	ContactPointTypeConsent	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Contact Request	ContactRequest	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Content Version	ContentVersion	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Contract	Contract	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Data Feed Mapping	practifi__Data_Feed_Mapping__c	Custom	Maps Practifi objects and fields with their equivalents in other systems.
Data Use Legal Basis	DataUseLegalBasis	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Data Use Purpose	DataUsePurpose	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Deal	practifi__Deal__c	Custom	An opportunity to win business, either new business from prospects or add-ons from existing clients.
Deployment Job	practifi__Deployment_Job__c	Custom
Division	practifi__Division__c	Custom	The structural entities within your firm that you intend to use for rollup & reporting purposes. Divisions may be based on geography, service offering, or other forms of segmentation.
Division Member	practifi__Division_Member__c	Custom	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.
Duplicate Record Item	DuplicateRecordItem	Standard	An individual record within a Duplicate Record Set.
Duplicate Record Set	DuplicateRecordSet	Standard	A collection of records that's triggered a Matching Rule. Users can create Record Sets and add Items to merge non-duplicate records if required.
Email Message	EmailMessage	Standard	An email, sent either to or from someone at your firm, that's been linked to a Contact. May be sourced from the Salesforce Outlook add-in or other third-party alternatives.
eMoney Client	practifi__Emoney_Client__c	Custom	Used by the eMoney integration to link clients between systems.
eMoney User	practifi__Emoney_User__c	Custom	Used by the eMoney integration to link users between systems.
Engagement Channel Type	EngagementChannelType	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Entity	Account	Standard	The households, organizations and individuals that your firm has its key relationships with.
Entity Team	AccountTeamMember	Standard	The team members servicing a particular client or prospect.
Envestnet Client	practifi__Envestnet_Client__c	Custom	Used by the Envestnet integration to link clients between systems.
Envestnet Proposal	practifi__Envestnet_Proposal__c	Custom	Proposals generated in Envestnet and made available on the Client record page.
Event	Event	Standard	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.
Fee	practifi__Fee__c	Custom	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	Custom	Investment vehicles are 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.
Goal	practifi__Goal__c	Custom	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.
Holding	practifi__Holding__c	Custom	Financial securities linked with Assets, typically sourced from a portfolio management tool.
Image	Image	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Income/Expense	practifi__Income_Expense__c	Custom	The regular deposits & 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	Custom	Links a Contact with an Income/Expense record, including their ownership percentage.
Individual	Individual	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Individual	PersonAccount	Standard	A person who the firm has a key relationship with directly, either instead of or in addition to their relationship with that person's household or organization. It exists as both an Entity and a Contact simultaneously; page layouts, compact layouts and record types are managed here, while another object configuration happens in those objects instead.
Instalment	practifi__Instalment__c	Custom	This object has been deprecated and replaced with an object using the American spelling (see below).
Installment	practifi__Installment__c	Custom	A revenue installment (e.g. a commission, an invoice) against a service, often related to an asset, liability or policy.
Integration Log	practifi__Integration_Log__c	Custom	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.
Lead	Lead	Standard	🚫 This is a standard Salesforce object not used by Practifi.
List email	ListEmail	Standard	Mass email communications are sent with Salesforce's list email feature, each delivered to multiple Contacts.
Location	Location	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Location Trust Measure	LocationTrustMeasure	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Lookup Child	practifi__LookupChild__c	Custom
Lookup Parent	practifi__LookupParent__c	Custom
Lookup Rollup Calculate Job	practifi__LookupRollupCalculateJob__c	Custom
Lookup Rollup Summary	practifi__LookupRollupSummary__c	Custom	Data processing jobs summarize a record's related records and store the calculated output in a field.
Lookup Rollup Summary Log	practifi__LookupRollupSummaryLog__c	Custom
Lookup Rollup Summary Schedule Item	practifi__LookupRollupSummaryScheduleItems	Custom
Macro	Macro	Standard	🚫 This is a standard Salesforce object not used by Practifi. The Macro feature is not available to Practifi users.
Opportunity	Opportunity	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Opportunity Contact Role	OpportunityContactRole	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Opportunity Product	OpportunityLineItem	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Party Consent	PartyConsent	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Pershing Account	practifi__Pershing_Account__c	Custom	Used by the Pershing integration to link financial accounts between systems.
Plan	practifi__Plan__c	Custom	A financial plan is generated for a client in a third-party system, such as eMoney. Used for tracking purposes rather than planning itself.
Policy	practifi__Policy__c	Custom	An insurance policy owned by a client comprised of multiple coverage areas captured as related Policy Coverage records.
Policy Coverage	practifi__Policy_Coverage__c	Custom	A specific type of insurance coverage a client has. It may be part of a Policy or directly linked to a client and managed independently.
Policy Coverage Role	practifi__Policy_Coverage_Role__c	Custom	Links a Contact with a Policy Coverage record, including the nature of their relationship with it.
Policy Role	practifi__Policy_Role__c	Custom	Links a Contact with a Policy record, including the nature of their relationship with it.
Price Book	Pricebook2	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Price Book Entry	PricebookEntry	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Process	practifi__Process__c	Custom	A business process that's been 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 Exception	ProcessException	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Process Stage	practifi__Process_Stage__c	Custom	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	Custom	The templated Tasks created during a Process - defined as part of the Process Type - and the singular ones available when using the "New Task (from template)" action.
Process Type	practifi__Process_Type__c	Custom	The combination of tasks, stages, outcomes, actions & business logic that provides the template for a business process.
Product	Product2	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Question	practifi__Question__c	Custom	An individual question asked as part of a Questionnaire.
Questionnaire	practifi__Questionnaire__c	Custom	A set of questions asked of a Contact at a specific point in time and their answers.
Quick Text	QuickText	Standard	🚫 This is a standard Salesforce object not used by Practifi. The Quick Text feature is not available to Practifi users.
Recommendation	Recommendation	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Reference Document	practifi__Reference_Document__c	Custom	A specific document related to a client that requires formal monitoring, such as an identity document with an expiry date.
Relationship	practifi__Relationship__c	Custom	A relationship between Contacts and Entities, in any combination. Includes a From and a To party and the Role of the From party.
Relationship Type	practifi__Relationship_Type__c	Custom	The set of available roles when creating and editing Relationships.
Risk Band	practifi__Risk_Band__c	Custom	The different ways of categorizing the risk appetite of a client. Each Risk Profile Questionnaire assigns a Band based on its Risk Score.
Schwab Account	practifi__Schwab_Account__c	Custom	Used by the Schwab integration to link financial accounts between systems.
Schwab Alert	practifi__Schwab_Alert__c	Custom	Alerts issued by Schwab Advisor Center, such as status updates for a digital account opening.
Scorecard	Scorecard	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Scorecard Association	ScorecardAssociation	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Scorecard Metric	ScorecardMetric	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Service	practifi__Service__c	Custom	An agreement between the firm and a client to provide a set of ongoing entitlements in return for a fee.
Shape Representation	ShapeRepresentation	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Social Persona	SocialPersona	Standard	🚫 This is a standard Salesforce object not used by Practifi. The Social Customer Service feature is not available on this version of Salesforce.
Social Post	SocialPost	Standard	🚫 This is a standard Salesforce object not used by Practifi. The Social Customer Service feature is not available on this version of Salesforce.
Stage History	practifi__Stage_History__c	Custom	The time a Deal, Process, Service, or Task spends with a given Stage or Status value, and therefore the extent of its completion at that time.
Task	Task	Standard	A to-do item for a team member, either created manually or automatically with a Process or other piece of platform automation.
Task Outcome	practifi__Task_Outcome__c	Custom	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	Custom	Replicates the information found in the Entity Team Member object. Used for Practifi Portals to overcome access limitations.
User	User	Standard	A user within your Practifi instance.
User Provisioning Request	UserProvisioningRequest	Standard	🚫 This is a standard Salesforce object not used by Practifi.
Xplan Client	practifi__Xplan_Client__c	Custom	Used by the Xplan integration to link clients between systems.