System Administrator
Practifi Success Portal
User Management
- Understanding and Enabling Multi-Factor Authentication (MFA)
- Creating New Users
- Resetting Passwords
- Adding and Removing User Permissions
- Creating and Managing Queues
- Enabling Risk Profiles
Entity Management
- Enabling the Create an Entity Wizard
- Configuring Entity Management Settings
- Configuring Key Entity Flows
- Understanding and Using Entity Name Formatting
- Creating Relationship Types
- Managing Other Definitions
System Management
- Available Page Views
- Using the Rulebook
- Understanding the Rulebook
- Understanding Additional Features
- Understanding and Using Practifi Merge Language (PML)
- Understanding and Using the Data Management App
Active Forms
- Active Form Best Practices
- Configuring Active Forms
- Understanding the Validation Check
- Configuring Active Form Pinned Fields
- Configuring Active Form Picklists
- Understanding and Using Active Form Prompts
Activities & Events
- Understanding and Enabling Notifications
- Understanding Processes
- Understanding Process Creation Methods
- Understanding Pre-Built Process Types
- Creating Processes
- Understanding Action Types
Life Events
Reports & Dashboards
Deliverables
Integration Setup
- Understanding the AppExchange
- Understanding and Using Salesforce Integration Licenses
- Enabling the Addepar Integration
- Enabling the Bento Engine Integration
- Enabling the Black Diamond Integration
- Syncing Black Diamond Teams to Practifi
Practifi Add-On Features
- Understanding Practifi Protect
- Enabling Practifi Protect
- Understanding Practifi Promote
- Understanding and Using Sandboxes
- Understanding and Using the Marketing App
- Using Campaigns
Practifi Intelligence
- Understanding Practifi Intelligence
- AI Basics and Best Practices
- Managing Practifi Intelligence Licenses
- Understanding and Using Relationship Intelligence
- Enabling Chat
- Using Chat
Data Model
Organization Settings
- Understanding Email Domain Verification
- Enabling Enhanced Domains
- Adding and Removing Practifi Tiles
- Modifying Session Timeout Settings
- Disabling Einstein Search
- Disabling Calendar Sync Tools
PractifiU
- Understanding the Redesigned Learner Experience in PractifiU
- Accessing PractifiU
- Creating New Users in PractifiU
- Resetting User Passwords in PractifiU
- Assigning Courses to PractifiU Users
- Understanding the PractifiU Leaderboard
Salesforce Releases
- What to Know About Salesforce Summer '26
- What to Know About Salesforce Spring '26
- What to Know About Salesforce Winter '26
- What to Know About Salesforce Summer '25
- What to Know About Salesforce Spring '25
- What to Know About Salesforce Winter '25
Additional Resources
- Using Salesforce Inspector Reloaded in Practifi
- Using Data Upload Templates in Practifi
- Creating a New User Creation Flow
- Understanding the Practifi Upgrade Experience
- Understanding and Using the Practifi Mobile App
- Using the Change Log