Understanding Notifications

Overview

Staying informed about critical activities across your firm is essential for delivering exceptional client service and maintaining operational efficiency. Practifi's notification system ensures your team never misses important events, from new task assignments to collaborative discussions that require attention.

Users receive notifications in Practifi from key events that occur in the day-to-day operation of your firm. These notifications are delivered through the Notification Bell within Practifi or through email notifications sent directly to users’ inboxes. This article outlines the different types of notifications available within Practifi and provides guidance on configuring notification settings.

• What Is the Notification Bell?
• Feed Notifications
  • Notification Bell
  • Email Notifications
• Task Notifications
  • Notification Bell
  • Email Notifications
• Queue Notifications
• Other Notifications
  • Deep Deletion
  • Managing Practifi Marketing Email Subscriptions
• Notification Considerations and Troubleshooting
  • Feed Notification Behaviors
  • Email Notification Troubleshooting

What Is the Notification Bell?

The Notification Bell serves as your central hub for staying up to date on firm activity. Located in the upper right-hand corner of Practifi, it displays notifications relevant to each user’s profile, such as new task assignments or mentions in Feed posts. When a new activity occurs, the Notification Bell displays a red circle with the number of unread notifications requiring attention.

Clicking the Notification Bell opens a comprehensive list of all notifications, regardless of their read status, providing clear visibility into firm activity. This at-a-glance view helps team members prioritize their work and respond promptly to time-sensitive matters affecting client relationships.
 

Clicking any notification in the list opens the relevant record, whether it’s a task or a Feed post. Once clicked, the notification is automatically marked as read within the system. Read notifications no longer count toward the number displayed in the red circle on the bell. When all notifications are marked as read, the red circle disappears completely. To mark multiple notifications as read without clicking each one individually, click the Mark all as read link in the notification header.

Feed Notifications

Feed notifications keep your team connected and ensure collaborative discussions move forward efficiently. Whether you’re coordinating on client meeting preparation, sharing market insights, or managing compliance discussions, Feed notifications ensure the right people stay informed at the right time.

Notification Bell

You will receive a notification when your user or a group you belong to is @mentioned in a Feed post.

Please note: If you have questions about how to @mention other teams or team members, we recommend reviewing the @mention guide from Salesforce.

You will also receive a notification for additional comments on a post you have commented on, bookmarked, or liked. These notifications appear in the Notification Bell by default, and you can also receive them via email.

Feed notifications within the Notification Bell display the user who created the post and the message entered in either the Feed message or the additional comment on the post.

Each Feed post or comment generates its own notification within the Notification Bell. Clicking the Feed notification opens the full Feed post, where you can comment on or like it.


 

For additional information regarding Feed functionality, please consult our Using the Feed article.

Email Notifications

By default, you will receive email notifications for activity within your Feed. These notifications are sent when someone follows you, mentions you in a post, or comments on a post that you have interacted with or created. Email notifications will not be sent when @mentioning yourself in a post or to yourself if you @mention a group you are a member of. These emails will also not be sent for subsequent comments on a post you were @mentioned in but did not comment on.

To change Feed email notification settings:

1. Click the user icon in the upper right-hand corner of Practifi.

2. Click Settings from the dropdown menu.

   

3. Click Email Notifications from the Chatter section in the left-hand menu. This page displays a list of checkboxes for different scenarios in which the system will send a Feed email.
4. Deselect any options you do not want to receive, then click the Save button to finalize this change. If you would like to disable all Feed emails, deselect the Receive Emails checkbox under General on this page before clicking Save.

 

Task Notifications

Task notifications help wealth management teams maintain accountability and meet critical deadlines. From client onboarding workflows to annual review tasks and compliance requirements, timely notifications ensure nothing falls through the cracks.

Like Feed notifications, task updates are reflected in both the user’s Notification Bell and email notifications.

Notification Bell

When tasks are assigned to your user profile, you will receive a notification in the Notification Bell. These notifications will only occur when you or a group you belong to is assigned a task by another user. You will not receive a notification when you create a task assigned to yourself in Practifi.

Task notifications display the name of the user who has assigned the task to you and the name of the task. Clicking this notification opens the task where you can view task details, mark the task as complete, and fulfill any Deliverables if used within your firm.

 

Email Notifications

Practifi also supports task assignment email notifications. This functionality is not enabled by default in your organization, but can be enabled upon request by a System Administrator. Task assignment emails will be sent when another user assigns a task or when a task is assigned to a group the user belongs to. You will not receive a task assignment email notification when you create a task assigned to yourself in Practifi. The system will not send task assignment email notifications if the task's status is marked as Complete at the time of assignment.

The task assignment email sent to users includes information about the task. The email also includes a hyperlink to the task, which opens the task in Practifi when clicked.

Individual users can customize whether they receive task assignment email notifications, allowing you to tailor communication preferences to your workflow needs. This flexibility helps teams balance staying informed with managing email volume effectively.

To unsubscribe from task assignment email notifications:

1. Click the user icon in the upper right-hand corner of Practifi.
2. Click Settings from the dropdown menu.
3. Enter Activity Reminders in the Quick Find box to navigate to the Activity Reminders settings page.

4. Deselect the checkbox next to Email me when someone assigns me a task.

   

5. Click the Save button to finalize this change.

Please note: System Administrators control users' ability to opt in and out of task assignment email notifications. If you are unable to adjust your settings, contact your System Administrator to enable this functionality for your user profile.
 

Queue Notifications

Queue notifications support collaborative task management by ensuring all appropriate team members are notified when work is assigned to a shared queue. This is particularly valuable for firms that distribute client service tasks across specialized teams or manage workload balancing among advisors.

Using queues creates groups of users who can be assigned tasks together, allowing each queue member to handle the task as needed. When a task is created and assigned to the queue, the members of your organization assigned to that queue can receive a notification.

Other Notifications

Deep Deletion

The Notification Bell displays a notification when a Deep Deletion is completed within your organization. This notification will either display a success message or alert you to an error in the deletion job.
 

Clicking the notification opens the batch deletion information page, which displays information about the deletion job and its deletion status. If errors occur during the Deep Delete process, this page displays information to help troubleshoot the root cause.

Please note: This functionality may not be available depending on your permission level within your organization. You will not encounter this notification if you do not have permission to use Deep Delete.

Managing Practifi Marketing Email Subscriptions

Beyond operational notifications within Practifi, you may also receive marketing emails about product updates, industry insights, and educational content. These communications help you stay informed about new features and best practices that can enhance your team's productivity and client service delivery.

You maintain complete control over which marketing communications you receive, allowing you to focus on the content most relevant to your role and interests.

To manage your Practifi marketing email preferences:

1. Open any Practifi marketing email you have received.
2. Scroll to the bottom of the email.

3. Click the manage preferences link.

   

4. Check the boxes next to the types of emails you would like to receive. Available options include:
   • Client Success
   • Events & Webinars
   • Industry Insights
   • Newsletter Subscription
   • Product Insights
   • Product News
   • One to One
5. Click the Update email preferences button to save your selections.

Alternatively, you can opt out of all Practifi emails by checking the Unsubscribe me from all mailing lists box.

Please note: Unsubscribing from Product News will prevent you from receiving notifications about product releases and new features. If staying informed about platform updates is important to your role, consider maintaining your Product News subscription while adjusting other preference categories.

Notification Considerations and Troubleshooting

Understanding how Practifi's notification system behaves in different scenarios helps you set appropriate expectations with your team and quickly resolve notification issues.

Feed Notification Behaviors

• Self-mentions do not trigger notifications: Users will not receive a notification in the Notification Bell or via email when they @mention themselves in a Feed post or when they @mention a group they are a member of.
• Copied @mentions do not send notifications: Copying and pasting an @mention from an existing Feed post to a new Feed post will not send an email notification or a Notification Bell alert. This Salesforce limitation occurs because the Feed displays the copied @mention as a URL link rather than a true @mention. For additional information about Feed notification emails, please consult this Salesforce article.

Email Notification Troubleshooting

• Email delivery timing: Email notifications for Feed mentions or task assignments may be delayed. For time-sensitive information, we recommend users primarily rely on the Notification Bell for the fastest notifications. 
• Disabled email settings: Users will not receive email notifications if the Allow Email setting is disabled in Chatter Email Settings. Verify this setting is enabled in user preferences.
• IT system blocking: Email notifications may not reach users if your firm’s IT systems block communications from Salesforce. If users report missing email notifications and the setting is enabled in your organization, contact your internal IT team to retrieve email logs in Salesforce. Verify that communications are not blocked by anti-spoofing software or firewall rules. Salesforce recommends implementing standard email security protocols such as SPF and DKIM rather than using IP address allowlists.