Updating an Organization's Logo



Firms using Practifi will likely want to update the logo in the upper-left-hand portion of their organization's page to maintain the team's branding throughout the tool. This article outlines the steps to update branding within your Practifi organization.

Updating Themes & Branding

To update the logo your team sees when accessing your instance of Practifi:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner (represented byScreen_Shot_2020-05-21_at_12.20.32_PM.png) and selecting Setup.
  2. Next, using the Quick Find search bar, search for "Themes and Branding" and click the option provided in the left-hand menu.
  3. Once the Themes and Branding page loads, locate the Practifi Blue option and select the caret button to the right of the record.
  4. From the drop-down menu, click Edit.


  5. Selecting the Practifi Blue Theme's edit button will load a new page that allows editing to the logo currently used in the organization. Under the Branding section of this page, remove the current image found in the Branding Image field by clicking the Remove hyperlink.


  6. Once the field is blank, click into the field and select a new image from a local drive. Please note: To ensure proper formatting, the image for uploading should be 600 x 120 pixels.


  7. Once the logo is selected from the local drive, click the Open button.
  8. Select the Save button at the bottom of the page. After refreshing the page, the updated logo will be displayed in the upper-left-hand corner.


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