Using Major Release 1-2023 for Elements--Continued

Mar 30, 2024

Please continue to follow these steps to complete the setup for Major Release 1 - 2023.

16. Verify Page Layout and Custom Field Changes to Relationship Object (Mandatory)

17. Add Contributions/Withdrawal related list to all Investment Account page layouts (Recommended)

18. Add the Portfolios/Relationships junction object Related List to all Portfolio page layouts (Recommended)

19. Activate Govt ID Expiration Lightning Flow (Optional)

20. Deactivate the Call Report Notification Workflow Rule (Mandatory)

21. Configure the Visualforce page to set up “Send List Email” functionality (Optional)

22. Configure the Polymorphic/Multi-object lookup feature (Optional)

16. Verify Page Layout and Custom Field Changes to Relationship Object (Mandatory)

This step ensures that the new Efficiency Ratio fields, new Billing and Mailing State/Province codes, Workflows and Workflow Launcher Related Lists items, and new junctions objects are added to the Relationship Object.

1. Verify that the Efficiency Ratio fields - Efficiency Ration (12M) and Efficiency Ratio (YTD) are added to all the page layouts containing the Time/Expense section

a. From Setup> Home, Click on the Object Manager and type Relationship in the Quick Find search bar. Click the Relationship object under Label

b. Click on the Page Layouts option from the left side of the Object Details page and click on any page layout name and in this example, we click on Client Layout - Summer 19

c. Scroll down and ensure that the Time/Expense section contains the following fields - Efficiency Ration (12M) and Efficiency Ratio (YTD). If not, continue the instructions. If so, skip to step 2

d. IF the Efficiency Ratio fields are not displayed in the Time/Expense section, then select the Fields option on the left side of the menu options window

e. From the menu window at the top, type the following field names one after the other in the Quick Find search bar, then drag and drop them in the Time/Expense section -

Efficiency Ratio (12M)
Efficiency Ratio (YTD)

2. Verify that Relationship Billing State Code and Relationship Mailing State Code fields are added to the page layouts and the field level security are provided to the required profiles

a. From the menu window at the top, click on the Fields option on the left side and type the following field names one after the other in the Quick Find search bar - Relationship Billing State/Province Code, Relationship Mailing State/Province Code. Click on each field to ensure that they are greyed out in the Fields section and are displayed in the page layout. If missing, continue the instructions. If present, skip to step 3

3. Verify that the Workflow Launcher and Workflows related lists are added to all page layouts

a.From the menu window at the top, click on the Related Lists option on the left side and type the following names one after the other in the Quick Find search bar - Workflow Launcher, Workflows. Click on each related list to ensure that they are greyed out in the Related Lists section and are displayed in the page layout. If so, skip to step 4

b. IF the related lists are not present in the page layout, select the Related Lists option on the left side of the menu options window. Drag and drop the following Related Lists to the page layout -

i. Workflows
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key -

Subject
Workflow Status
Date Started
Date Completed
Created Date

ii. Workflow Launcher
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key -

Workflow Launcher Name
Workflow Launcher Status
Frequency
Frequency Amount
Last Scheduled Date
Next Scheduled Date

4. Verify that the new junction objects related lists are added to the page layout

a. From the menu window at the top, click on the Related Lists option on the left side and type the following names one after the other in the Quick Find search bar -Financial Accounts/Relationships, Portfolios/Relationships. Click on each related list to ensure that they are greyed out in the Related Lists section and are displayed in the page layout. If so, skip to step 6

i. Financial Accounts/Relationships
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key (Note - The fields to be added in the related list are dependent on the firm’s requirement) -

Financial Account: Account Name
Financial Account: Created Date

ii. Portfolios/Relationships
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key (Note - The fields to be added in the related list are dependent on the firm’s requirement) -

Portfolio: Portfolio Name
Portfolio: Portfolio Created Date

c. Click Save and click Yes in the popup window

d. Repeat all the aforementioned steps for all Relationship page layouts

5. Set Field level security for the newly created custom fields

a. Click the Fields & Relationships option from the left side of the object detail page

b. Type Efficiency Ratio in the Quick Find search bar to display the newly created fields. As an example for this post installation guide, click on the Efficiency Ratio (12M) custom field

c. Click the Set Field-Level Security button in the custom field definition detail page and set the field to be made Visible for appropriate profiles based on user requirements and click Save

d. Repeat the steps from 5(a) to 5(c) for the following custom fields-

Efficiency Ratio (12M)
Efficiency Ratio (YTD)
Relationship Billing State/Province Code
Relationship Mailing State/Province Code

6. Ensure that the correct Relationship record page with the Workflow Manager tab is made active

a. Click on the Lightning Record Pages option from the left side of the object detail page and click on the Relationship Record Page to verify if the Workflow Manager tab is displayed in the record page detail. If so, skip to the next section

b. IF the Workflow Manager tab is not present in the Relationship lightning record page, then click on the selected record page and click

c. Click on the Tabs component and click the Add Tab button situated at the right-side of the lightning page builder screen

d. Click on the new tab component and scroll up the Tab Label list and select the Custom option. Type the Custom Label as Workflow Manager and click Done

e. Click on the newly created Workflow Manager tab

f. Create the following Dynamic Related Lists in the Workflow Manager tab as follows-

i. In Progress Workflows

From the Components menu on the left-side, search for Dynamic Related List in the search bar, drag and drop this component into the Workflow Manager tab. Set the following parameters for the Dynamic Related List on the right side of the lightning page builder -
1. Parent Record - Use This Relationship
2. Related List - Workflows
3. Related List Label - In Progress Workflows
4. Related List Type - List
5. Number of Records to Display - 10
6. Related List Fields - Click on the Add Field button to add the following Workflows object fields
  1. Subject
  2. Date Started
  3. Expected Completion Date
  4. Days Until Expected Completion Date
  5. Workflow Launcher
7. Sort Field - Default
8. Sort Order - Default
9. Related List Filters - Click on the Add Filter button and select the following options :
  1. Field - Workflow Status
  2. Operator - equals
  3. Value - In Progress
  4. Click the Done button
10. Action - Remove any existing actions by clicking the close button

ii. Completed Workflows

From the Components menu on the left-side, search for “Dynamic Related List” in the search bar, drag and drop this component into the Workflow Manager tab under the In Progress Workflows list. Set the following parameters for the Dynamic Related List on the right side of the lightning page builder -

Parent Record - Use This Relationship
Related List - Workflows
Related List Label - Completed Workflows
Related List Type - List
Number of Records to Display - 10
Related List Fields - Click on the “Add Field” button to add the following Workflows object fields
1. Subject
2. Date Completed
3. Date Started
4. Workflow Launcher
Sort Field - Default
Sort Order - Default
Related List Filters - Click on the ”Add Filter” button and select the following options :
1. Field - Workflow Status
2. Operator - equals
3. Value - Completed
4. Click the Done button
Action - Remove any existing actions by clicking the close button

iii. Active - Workflow Launchers

From the Components menu on the left-side, search for “Dynamic Related List” in the search bar, drag and drop this component into the Workflow Manager tab under the Completed Workflows list. Set the following parameters for the Dynamic Related List on the right side of the lightning page builder -

Parent Record - Use This Relationship
Related List - Workflow Launcher
Related List Label - Active - Workflow Launchers
Related List Type - List
Number of Records to Display - 10
Related List Fields - Click on the “Add Field” button to add the following Workflow Launcher object fields
1. Workflow Launcher Name
2. Workflow Launcher Status
3. Frequency
4. Frequency Amount
5. Last Scheduled Date
6. Next Scheduled Date
7. Overall End Date
Sort Field - Default
Sort Order - Default
Related List Filters - Click on the ”Add Filter” button and select the following options :
1. Field - Workflow Launcher Status
2. Operator - equals
3. Value - Building, Scheduled
4. Click the Done button
Action - Remove any existing actions by clicking the close button

iv. Completed - Workflow Launcher

From the Components menu on the left-side, search for “Dynamic Related List” in the search bar, drag and drop this component into the Workflow Manager tab under the Active - Workflow Launchers list. Set the following parameters for the Dynamic Related List on the right side of the lightning page builder -

Parent Record - Use This Relationship
Related List - Workflow Launcher
Related List Label - Completed - Workflow Launcher
Related List Type - List
Number of Records to Display - 10
Related List Fields - Click on the “Add Field” button to add the following Workflow Launcher object fields
1. Workflow Launcher Name
2. Workflow Launcher Status
3. Frequency
4. Frequency Amount
5. Last Scheduled Date
6. Next Scheduled Date
Sort Field - Default
Sort Order - Default
Related List Filters - Click on the ”Add Filter” button and select the following options :
1. Field - Workflow Launcher Status
2. Operator - equals
3. Value - Completed
4. Click the Done button
Action - Remove any existing actions by clicking the close button

v. Click Save at the top-right corner of the lightning page builder

vi. Click on the Activation button at the top-right corner to assign the Relationship record page as either an Org Default or as an App Default or assign the page based on App, record type and profile

17. Add Contributions/Withdrawal Related List to all Investment Account Page Layouts (Recommended)

This section will ensure the new Contributions/Withdrawal Related List is assigned to all Investment Account Page Layouts.

1. From Setup> Home, Click on the Object Manager and type Investment Account in the Quick Find search bar. Click the Investment Account object under Label

2. Click on the Page Layouts option from the left side of the object detail page to display all the Investment Account page layouts. Click on the Investment Account Layout

3. From the menu window at the top, click on the Related Lists option on the left side. Drag and drop the following Related List to the page layout

a. Contributions/Withdrawals
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key -

Name
Date
Type
Amount

b. Click on the Save button and click Yes in the popup window

c. Repeat all the aforementioned steps for all Investment Account page layouts

18. Add the Portfolios/Relationships Junction Object Related List to all Portfolio Page Layouts (Recommended)

This step ensures that the Portfolios/Relationship Junction Object is added to all Portfolio Page Layouts.

1. From Setup> Home, Click on the Object Manager and type Portfolio in the Quick Find search bar. Click the Portfolio object under Label

2. Select the Related Lists option on the left side of the menu options window. Drag and drop the following Related List to the page layout (Note - The fields to be added in the related list are dependent on the firm’s requirement) -

a. Portfolios/Relationships
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key -

Relationship: Relationship Name
Relationship: Relationship Created Date

b. Click on the Save button and click Yes in the popup window

c. Repeat all the aforementioned steps for all Investment Account page layouts

19. Activate Govt ID Expiration Lightning Flow (Optional)

This step ensures that the Lightning Flow is turned on to send government ID expiration emails. The government ID fields must be added to the Contact page layout and filled in for this feature to work.

Please ensure to set the Default Workflow User and Automated Process User Email Address by navigating to Setup->Process Automation Settings, prior to activating this flow.

1. From Setup> Home, type Flows in the Quick Find search bar. Click the Flows option under the Process Automation column

2. Scroll down to find the Govt ID expiration date check present within the Flow Label column

3. Click on the Govt ID expiration date check flow label and click the Activate button at the top-right corner of the flow builder screen

4. Return to the All Flows list view by clicking on the left-facing arrow at the top-left corner of the flow builder screen

20. Deactivate the Call Report Notification Workflow Rule (Mandatory)

This step ensures the Call Report Notification Workflow Rule is deactivated as it is no longer necessary.

1. From Setup> Home, type Workflow Rules in the Quick Find search bar. Click the Workflow Rules option under the Process Automation column

2. Click the Deactivate option next to the Call Report Notification workflow rule

21. Configure the Visualforce Page to Set Up Send List Email Functionality (Optional)

Please ensure to install the Elements Expansion managed package and provide access to specific profiles prior to configuring this functionality

The Send List Email functionality can be configured for any custom object that has an active Contact lookup field visible in the page layouts & record pages and the below post-install steps only provide an example of how to set up this feature.

1. The Send List Email functionality allows users to send emails to a Contact’s primary email that are associated with a specific object record. Before beginning this post install step, ensure that the object has a contact lookup in the page layout. We will use the New Business custom object as an example here. Click the app launcher icon at the top left corner of the screen and type Elements Business Development and click on the Elements Business Development app from the results

2. Click the New Business tab and click on any record

3. Ensure that a Contact lookup is visible with a valid primary email in the New Business page layout by hovering over the associated record

4. Click the gear icon at the top-right corner of the app home page and select Setup

5. Type Deliverability in the Quick Find search bar and click the Deliverability option present under the Email category

6. Ensure that the Access Level is set to All Email for sending outbound emails from the Salesforce Org. Click the Save button

7. Click the Object Manager tab at the top right and type Investments in the Quick Find search bar. Copy the “API Name” of the Investments object to a notepad

8. Click the Home tab at the top right and clear the search bar present at the left corner and type Visualforce Pages and click on the Visualforce Pages option present under Custom Code

9. Click the New button to create a new Visualforce page

10. Enter the following for the required parameters

Label - SendListEmail_NewBusiness
Name - SendListEmail_New_Business
Description - A visualforce page to enable the Send List email functionality for New Business object.
Click the checkbox for making this page available for lightning experience and app builder
Leave the other checkbox as unchecked

11. Scroll down to the Visualforce Markup section and delete the default code present within the code composer window and copy and paste the following code by making the following modifications -

standardController=”SalenticaLMNTS__New_Business__c”

Click the Save button

12. Click the Object Manager tab at the top right and type New Business in the Quick Find search bar. Click the New Business object present under Label

13. Click the Buttons, Links, and Actions option from the left menu section and click the New Button or Link present at the top right side

14. Fill the details of the new button as illustrated in the below screenshot but make sure to correctly select the following options. Then, click Save.

a. Display Type - List Button [Display Checkboxes (for Multi-Record Selection)]

b. Behavior - Display in existing window with sidebar

c. Content Source - Visualforce Page

Content - SendListEmail_NewBusiness[SendListEmail_New_Business]

15. Click the List View Button Layout option from the left menu section and click the small drop down arrow on the extreme right side and click Edit

16. Scroll down to the Custom Buttons section and Add the Send List Email from the Available Buttons column to the Selected Buttons column and click Save

17. Click the App Launcher button on the top left corner and type Elements Business Development and click the Elements Business Development app

18. Click the New Business tab and select a set of records from any list view and click the Send List Email button. Next, select the Contact field and the Email Template to use for sending the list email

22. Configure the Polymorphic/Multi-Object Lookup Feature (Optional)

The Multi-object Lookup feature called Related To is enabled on the Workflow by default during the Elements managed package installation. However, you can create additional Polymorphic/Multi-object lookup fields and then place them on your selected page layout. The Polymorphic/Multi-object lookup feature can be configured for any Elements custom object and the below post-install steps only provide an example of how to set up this feature.

This configuration will require the Salentica Elements Configuration permission set to be assigned for the user profile and ensure that the Elements Expansion managed package is installed in the environment/Org.

1. Click the gear icon at the top-right corner of the Elements home page and select Setup

2. Before creating a new multi object lookup record, we will need to copy the following -

Object API name - To enable the object association in the Multi object Lookup lightning component
Field name (API field name) - This detail will be required for creating the Multi object lookup record to enable the dynamic search mechanism in the Multi object lookup lightning component. This will usually be the field name (API field name) of the standard “Name” field of the concerned object or any other relevant name field which makes it easy to identify object records while searching from the multi object lookup component.
Field name (API field name) of a custom text field - This detail will be required from a custom text field of the specific object to store the object’s API Name and the unique record ID. This field need not be displayed in the page layouts or record pages but can be used for analytics through Reports or Dashboards. In this example, we will use the Company object

3. Click the gear icon at the top right corner and click Setup and then click the Object Manager tab. Type Company in the Quick Find search bar situated at the top right corner and click the Company object present under the Label column

4. From the Details menu option, copy and paste the API Name of the Company object to a temporary notepad or word document

5. Minimize the notepad window and click the Fields & Relationships menu option situated at the left side of the object detail page. Type Name in the Quick Find search bar. Here, we will copy and paste the Field Name (API Field Name) of the standard Name field to the notepad

6. Type Multi Object Lookup in the Quick Find search bar to verify if there are any text fields of the same name. If yes, then copy the Field Name (API field name) of the custom text field and paste this to the notepad

7. IF there is no Multi Object Lookup text field present, then create a new one by clicking the New button

8. Scroll down and select the field type as “Text” and click Next. Type the following details and click the Next button.

Field Label - Multi Object Lookup
Length - 50 (The minimum length should be 25 or more)

Set the required profile visibility and click Next. Since this field is not required to be present in any page layouts, uncheck all the boxes for all page layouts and click Save. Copy the API field name of this new text field to the notepad

9. Click the App Launcher button situated at the top left corner and type Elements Configuration in the search bar and click the Elements Configuration app

10. Click the More tab and click the Multi Object Lookup Options option

11. Click the New button at the top right corner of the object home page to create a new multi object lookup record

12. Multi object lookup records need to be created for those objects which are intended to be associated with other objects and included in the drop-down list of the Multi Object Lookup lightning component. Repeat the following for each associated object in the Multi Object dropdown. In this example, we will create a sample record for the Company object. Fill in the details as follows in the popup window-

Name - Company
API Object Name - SalenticaLMNTS__Company__c
Object Field Name - Name
Icon Name - standard:employee_organization

13. The Multi Object Lookup Options record page will look like this -

a. Name -This should be the Object Label

b. API Object Name - This should be the API Name of the object

c. Object Field Name - This should usually be the standard Name field of the object or can be other text fields which provides easier identification of the object records while searching in the Multi Object Lookup lightning component

d. Icon Name - The value for this field is derived from the “Salesforce Lightning Iconography” which is part of the Lightning Design System. All the available icons for lightning components can be found here - Icons - Lightning Design System . For this field, we should refer either the “Standard” or “Custom” icons for a wide range of options and copy the icon category and name. In this example, we refer the Standard icon with the name of employee_organization and hence the value will be set as “standard:employee_organization”. Users can choose any icons as required but should be mindful of the correct format to be provided for the Icon Name field or else there will no icons displayed next to the object in the Multi Object Lookup component.
The format for Icon Name field should be “Icon Type:Icon Name” as in “utility:iconname” or “standard:iconname” or “custom:iconname” or “doctype:iconname” or “action:iconname”

14. Click on the gear icon at the top-right corner and click Setup

15. Click the Object Manager tab and for this example, we will implement the multi object lookup for the New Business object. Type New Business in the Quick Find search bar at the top-right corner and click the New Business object present under Label

16. Click the Fields & Relationships menu option situated at the left side of the object detail page. Type Multi Object Lookup in the Quick Find search bar to verify if there are any text fields of the same name. If yes, then copy the Field Name (API field name) of the custom text field and paste to a notepad or a word document

17. IF there is no Multi Object Lookup text field present, then create a new one by clicking the New button

18. Scroll down and select the field type as Text and click Next. Type the following details and click the Next button.

Field Label - Multi Object Lookup
Length - 50 (The minimum length should be 25 or more)

Set the required profile visibility and click Next. Since this field is not required to be present in any page layouts, uncheck all the boxes for all the page layouts and click Save. Copy the API field name of this new text field to the notepad

19. Click the Lightning Record Pages menu option on the left side to display all the New Business record pages. Click on the New Business Record Page and click Edit

20. Type Salentica Elements Multi-Object Lookup in the Search bar on the left side of the page builder. Then drag and drop the component anywhere in the page and in this example, we will place the component within the Detail tab. Copy and paste the Multi object lookup custom text field API name in the Lookup Field Name on the right side of the screen. Click Save and activate the record page by selecting the appropriate assignment either as ORG default or App Default or assignment based on Record type/App/Profile. Click the small back arrow button situated on the top left corner of the page builder to return

21. Click the app launcher button situated at the top right corner and type New Business in the Search Bar and click the New Business object to go to the object home page

22. Click on any New Business record from any list view to display the record page. Scroll down to view the Multi-Object Lookup lightning component and click the downward facing arrow to select the Company object. Next, type a company name record in the Search bar and click the magnifying glass icon to display the list of all the related records. Then, select a specific record to populate the multi object lookup

The Multi-object Lookup lightning component can be populated with numerous objects which enables the flexibility of associating the defined object records within the component.

Congratulations! You have setup the objects and features for Major Release 1 - 2023!