Enabling the Orion Integration

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

Our integration with Orion helps you keep client portfolios in sync with the rest of your business. This integration lets you view Orion Accounts and Holding information on your Practifi Client records. 

This article outlines the steps to enable the Orion integration in your organization. For more information about the Orion integration, please consult our Using the Orion Integration article.

• Before You Begin
• Installation 
  • Installing the OrionConnect App
  • Practifi Support Steps
• Important Information 

Before You Begin

Enabling the Orion integration within your Practifi instance will require assistance from the Practifi Support team. It is important to discuss your plans to enable this integration with your Practifi Customer Support team. To begin the installation process, reach out to your CSM or to our Support team for assistance. The enablement process will begin with the Orion Salesforce Support team for initial installation and basic configuration and will be completed by the Practifi Support team for additional configuration. 

It is important to note that a user must have both a Practifi license and an Orion license attached to their user profile to use the Orion integration successfully. The user will also need to have authorized the OrionConnect App. Failure to have either of these will cause errors within your organization's sync and can lead to information changes made in Practifi being overwritten during the sync. If a ‘Default User’ is set up in the Orion app then this user can be used to sync updates from Practifi to Orion and not all the users need an Orion license in the CRM.

Installation

Installing the OrionConnect App 

Once you have established that you would like to enable the Orion integration in your Practifi organization, you will need to reach out to your Orion Support representative with the help of the Practifi Support team. The Orion Support representative will install and perform the basic configuration of the OrionConnect App for the client within the organization. During the basic configuration of the OrionConnect App, the Orion Support representative will locate the OrionSync Visualforce page and set up Orion API authentication for data syncing.

It is important to note that typically the Orion Salesforce Support representative will use an Orion-purchased Salesforce license to create a user in your organization to install the OrionConnect app. By default, the running user for the OrionConnect app will also be this Orion-purchased Salesforce license user.

Practifi Support Steps

Once your Orion Salesforce Support representative has completed the installation and basic configuration of the OrionConnect App in your organization, the Practifi Support team will perform the following steps on your behalf: 

1. Verify and set up the Orion user permissions. Confirm that the Orion user has a Practifi license. If the Orion user doesn't have a Practifi license, they will encounter sync errors related to insufficient permission.

2. Data exercise to populate the Orion ID on existing Practifi Household records. This must be completed to prevent duplicate Household record creation when the sync is turned on. To prevent Orion from creating Household records in Practifi, instruct Orion Support to ensure that the SyncToForce.com setting is turned off by default. 

3. Schedule the daily sync using the OrionSync Visualforce page.

4. Change the declarative data mapping on the OrionSync Visualforce page to map the OrionConnect App objects to the Practifi data model.

5. Copy the required Orion-related workflow rules into your organization from the Practifi reference organization, such as CopyFieldsForOrion, SetOrionAssetFields and SetOrionHHFields.

6. Copy the Orion-related Salesforce Flow into your organization from the Practifi reference organization.

7. Run the sync.

8. Examine the Logs section on the OrionSync Visualforce page for any errors if the sync is not working.

9. Embed Orion Visualforce pages into the relevant Practifi page layouts. 

Important Information

• The initial sync for this integration is from Orion to Practifi. With this, there is a potential for Practifi field values to change when the sync is turned on. Regular data backups are always recommended. 
• There is a SyncToForce.com checkbox field in Orion that must be checked before a Household and its related records, e.g., Assets & Holdings, will sync to Practifi. Orion can default this field to either be checked or not checked. If it is not checked by default, a user must update it manually after linking the Orion ID to a Practifi Client. 
• If the SyncToForce.com field is checked on a Household in Orion and the Household's Orion ID is not already linked to a Practifi client, then the sync will create a new Client Household record in Practifi. This scenario can potentially cause an issue with duplicate Client Household records being created in Practifi.