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
- Understanding and Using Entity Name Formatting
- Creating Relationship Types
- Managing Other Definitions
- Creating and Managing Service Types
- Creating Custom Stages for Deals and Services
- Managing Servicing Teams
System Management
- Using the Rulebook
- Understanding the Rulebook
- Understanding and Using Practifi Merge Language (PML)
- Understanding and Using the Data Management App
- Understanding Sharing in Practifi
- Managing Custom Fields and Picklists
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 Notifications
- Understanding Processes
- Creating Processes
- Understanding Action Types
- Understanding and Using Process Deep Cloning
- Creating and Using Task Templates
Life Events
Reports & Dashboards
Deliverables
Integration Setup
- Understanding the AppExchange
- Understanding and Using Salesforce Integration Licenses
- Enabling the Addepar Integration
- Enabling the Black Diamond Integration
- Enabling the Box Integration
- Enabling the Constant Contact Integration
Practifi Add-On Features
- Understanding and Using Practifi Propel
- Enabling Practifi Propel
- Understanding Practifi Protect
- Enabling Practifi Protect
- Understanding Practifi Promote
- Understanding and Using Sandboxes
Data Model
Organization Settings
PractifiU
- Accessing PractifiU
- Creating New Users in PractifiU
- Resetting User Passwords in PractifiU
- Assigning Courses to PractifiU Users
- Understanding the PractifiU Leaderboard
- Reporting in PractifiU