These instructions show you how to incorporate the 2021 release into your Salentica Elements. If you still need to incorporate the 2020 release updates, you can find those instructions here.
Update User Profiles
So that your colleagues can see the new Objects, Financial Plans and Tax Filings, user Profiles will need to be updated. Any Profiles you're currently using need to be adjusted, including the Salentica Elements Power User Profile.
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Click on the gear icon at the top-right corner of Elements home page and select ‘Setup'
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Type the keyword as ‘Profiles’ in the Quick Find bar on the left-hand side under the Home tab
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Click on the Profiles option provided under the ‘Users’ menu from the search results
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Click on the profile name Salentica Elements Power User
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Click on the Edit button and scroll down to 'Custom Object Permissions'
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Under ‘Custom Object Permissions’, look for Financial Plans and Tax Filings and select the first four checkboxes which are ‘Read’, ‘Create’, ‘Edit’, ‘Delete’
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Scroll to the bottom of the page and click on the Save button
If you would like more information, check out our article on Profiles.
Edit Page Layouts
Edit the Page Layout on the following Objects:
Relationships
1. Edit Section: Relationship Details - Add Relationship Profile Score
2. Update Related Lists: Add Tax Filing & Financial Plans
3. Update Related List Properties: Tax Filing
- Created By
- Tax
- Tax Year
- Tax Filing Type
4. Update Related List Properties: Financial Plans
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Name
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Created By
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Created Date
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Tax Filing Information
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Last Review Date
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Next Review Date
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Current Situation
Contacts
1. Update Related Lists: Add Tax Filing
2. Update Related List Properties: Tax Filing
- Created By
- Tax
- Tax Year
- Tax Filing Type
3. Update Related List Properties: Financial Plans
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Name
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Created By
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Created Date
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Tax Filing Information
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Last Review Date
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Next Review Date
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Current Situation
The following instructions are optional if you're interested in using new fields we have created.
4. Update Employment Details Section
- Remove all the existing fields from the Employment Details section
- Add the following fields to the Employment Details Section: Current Employment, Current Employer, Job Title, Occupation, Annual Income
5. Update Personal Information Section
- Add Number of Dependents? field
6. Create a new Section: Financial Information
- Add Layout as ‘2-Column' and Tab-key Order as 'Left-Right’
- Drag and drop the following fields to the new section: Is Accredited Investor?, Is Qualified Purchaser?, Is Qualified Client?, Private Placement Experience Sector(s), Previous Private Placement Experience?, Net Worth, Liquid Net Worth
7. Remove Salentica Data Broker ID field from your Page Layouts
Companies
1. Update Related Lists: Add Vendor Contracts
2. Update Related List Properties: Vendor Contracts
- Name
- Created Date
Things to remember when updating your Page Layouts
- You can learn all about Page Layouts in this article
- View your current Page Layouts Assignments to determine which Page Layouts need to be adjusted
Related List Properties determine the fields displayed in the related list (the columns)
Update Picklists for Terminated Client
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Click on the gear icon at the top-right corner of Elements home page and select ‘Setup'
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Click on Object Manager tab
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In the Quick Find search bar on the right-hand side of the screen, type the keyword as Contact and click on the Contact object under the Label column
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Click on the Fields & Relationships menu item on the left side of the screen which will display all the Contact fields
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Type as Contact Type in the Quick find search bar and click on the Contact Type picklist field to open the field details screen
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Scroll down to the section named as Values and click on the New button
- Type Terminated Client in the text box and click on Save
8. Scroll down again to the Values section to ensure that the Terminated Client value has been included in the picklist field
Deactivate Legacy Process Builders
With the new updates, you will need to deactivate a couple of legacy Processes in Process Builder. Deactivate any Processes that begin with "z".
Go to: Setup > Quick Find: Process Builder > Find Processes that start with Z > Deactivate
Deactivate Legacy Flows
With the new updates to Address Manager, moving them from Salesforce's Flows Definitions to APEX Triggers, you will need to deactivate a legacy Flows in Flow Definitions. Deactivate any Flows that begin with "z".
Go to: Setup > Quick Find: Flows > Find Flows that start with Z > Deactivate
Remove Lookup Filters
Here's how to confirm that the Lookup Filters for Primary and Secondary Contacts fields are removed for the Relationship Object. This removes the requirement that a Contact has to be associated with a Relationship before being assigned as the Primary or Secondary Contact on a Relationship.
Go to: Setup > Object Manager > Relationship > Fields & Relationships > Quick Find: Primary Contact > Click on Primary Contact > Scroll to Look Up Filter > Confirm Lookup Filter: No lookup filters defined.
Repeat this for Secondary Contact.
Confirmation of Lookup Filter: No lookup filters defined.
Configuring Relationship Profile Score
Setting up and configuring the new Relationship Profile Score does take a few extra steps to do. In this article, we explain how to make these changes, as well as have a quick video that walks you through these updates.
- Choose your components
- Add weights to your data
