Using Major Release 1-2023 for Elements Workflow Manager & More

Mar 30, 2024

Follow the step-by-step guide below to incorporate Major Release 1- 2023 including Workflow Manager into your Elements. These steps should be completed by an active Salesforce System Administrator with the following Permission Sets assigned:

Elements Workflow Manager Administrator
Salentica Elements Workflow Manager
Workflow Manager Approver
Salentica Elements Configuration

Steps to Update Objects and Settings for Major Release 1- 2023

Configure the Elements managed package to run the template seed for creating sample Workflow Templates, Checklists, and Checklist Item records (Recommended)
Set the viewing user for the Workflows - Overview dashboard (Mandatory)
Assign the required permission sets for access to Workflow Manager features (Mandatory)
Page layout and custom object changes for Workflow Step Object (Mandatory)
Page layout and custom object changes for Workflow Object (Mandatory)
Page layout and custom object changes for Workflow Launcher Object (Mandatory)
Page layout and custom object changes for Workflow Template Object (Mandatory)
Custom field changes for Workflow Launcher Step Object (Mandatory)
Custom field changes for Workflow Template Step Object (Mandatory)
Page layout and custom field changes for Activity, Event, and Task Objects (Mandatory)
Add Values to the Object Picklist Field for Time/Expense Rollup Trigger Custom Object (Mandatory)
Page Layout Additions to Time/Expense Custom Object (Mandatory)
Add Values to the Object Picklist field for Entity Reference Custom Object (Mandatory)
Verify Page Layout Changes to the Financial Account Object (Mandatory)
Verify Page Layout Changes to Contact Object (Mandatory)

Instructions continued for Steps 16-22 Here

1. Configure the Elements managed package to run the template seed for creating sample Workflow Templates, Checklists, and Checklist Item records (Recommended)

This step will install and verify the appearance of the Salentica default Workflow Templates, Checklists, and Checklist Items for use.

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

2. Click on the Home tab

3. In the Quick Find search bar on the left side of the screen, type the keyword Installed Packages and click on the Installed Packages option under the Packaging column

4. Click on Configure action for the Salentica Elements installed package

5. Click on the Seed Template Records button in the newly opened window

6. A Completed message with the date and time stamps will be displayed next to the greyed-out Seed Template Records button after the sample records are created in the Org

7. Now you can verify the objects have been installed. Close the Salentica Elements Configuration browser window and click on the app launcher button located at the top-left corner of the Setup page

8. Type the keyword Elements Configuration in the Search bar and click on the Elements Configuration app from the app launcher window

9. Click on the More tab and select the Workflow Templates object from the menu

10. Verify that the following default Workflow Template records have been created

11. Click on any of the default Workflow Template records to access the record Details page

12. Click on the More tab and select the Checklists object from the menu

13. Verify that the following default Checklists records have been created

14. Click on any of the default Checklists records to access the record Details page

15. Click on the More tab and select the Checklist Items object from the menu

16. Verify that the following default Checklist Items records have been created

17. Click on any of the default Checklist Item records to access the record Details page

2. Set the Viewing User for the Workflows - Overview Dashboard (Mandatory)

This step will select the viewer for the Workflows Overview Dashboard and determine if the dashboard is static or dynamic.

Note: Salesforce only allows 5 dynamic dashboards that refresh automatically for an Enterprise Edition Org. Be mindful of this limit before selecting the viewing option as "The dashboard viewer." This setting makes the dashboard a dynamic dashboard. Static dashboards are viewed as another person (a selected user within the firm) and these dashboards require the user to refresh the dashboard.

1. Click on the app launcher button located at the top-left corner and type the keywords as Elements Workflow Manager in the search bar of the app launcher window and click on the Elements Workflow Manager app

2. From the Home page of the Elements Workflow Manager app, click on the Open button present at the right corner of the static dashboard component

3. Click the Edit button

4. Click on the Gear icon present at the top-right corner to edit the dashboard properties

5. From the popup window, scroll down to the View Dashboard As section and select your required option. Another person will create a static dashboard that requires users to refresh. The dashboard viewer will create a dynamic, automatically refreshed dashboard, but you are limited to five dynamic dashboards in your org

6. After completing the dashboard viewer selection, click Save

7. Click Save again present at the top-right corner

8. After the changes have been saved, click Done

3. Assign the Required Permission Sets for Access to Workflow Manager Features (Mandatory)

This step will determine which permission sets your users will have for Workflow Manager. This will determine who can create and edit Workflow Templates, who can Approve a Workflow Step, and who your daily users are.

Permission Sets include:

Elements Workflow Manager Administrator--Includes access to Workflow Manager and permissions to Create, Edit, View, and Delete for most Workflow Manager objects including Templates, Checklists, Checklist Items, Approvals, and Holidays
Salentica Elements Workflow Manager--Includes access to Workflow Manager and permissions to Read, Create, and Edit Workflow Manager objects
Workflow Manager Approver--Includes permissions to approve Workflow Tasks

1. From Setup>Home tab, search for Permission Sets in the Quick Find Search bar. Select Permission Sets under Users

2. Select the Elements Workflow Manager Administrator label

3. Select Manage Assignments

4. Click Add Assignment to add any users you want to have Workflow Manager Administrator permissions

5. Check the box next to the users you want to assign to the permission set and click Next

6. Select the preferred expiration date option if needed, then select Assign

7. The Status should say Success. Click Done

8. Return to Permission Sets. Select the next permission set and repeat steps 1-7 for user assignment to Salentica Elements Workflow Manager and Workflow Manager Approver permission sets. Note: A user who is approving workflow tasks, should be assigned both Salentica Elements Workflow Manager and the additional Workflow Manager Approver permission sets.

4. Page Layout and Custom Object Changes for Workflow Step Object (Mandatory)

This step ensures the Assignee Roles for the Workflow Step are set to match the Relationship Team roles. It ensures the options for Upon Rejection are set up correctly. It ensures that the Workflow Step Statuses are correct. It ensures field-level security is set up so that all users can access the necessary settings on the Workflow Step. And finally, ensures Approval Summary tab is set up correctly.

1. From Setup>Home, clcik the Object Manager tab and type Workflow Step in the Quick Find search bar on the right side. Click the Workflow Step object under the Label column

2. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow Step object

3. Type Assignee Role in the Quick Find search bar and click the custom field label Assignee Role

4. Scroll down to the Values section. It should look like the following. If not, continue the instructions to update. If so, skip to step 9

5. Click the checkbox next to the following values - “Specific Team”, “Relationship Manager”, “Wealth Manager“, “Investment Manager”, “Operations”, “N/A” and click the Delete Selected button and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

6. Click the Edit option next to the “Client Service Associate” value and change the Label and API Name to Client Service Manager. Click Save

7. Click the New button and type “Advisor”, “Portfolio Manager”, “Operations Manager” in the text box and click Save

8. Click the Edit option next to the “Specific User” value and mark it as Default. Then click Save. Next, click the Set Field-Level Security button and click the checkboxes to make this field visible to appropriate profiles and click Save. Then, click Fields & Relationships to return to the fields list

9. Type Upon Rejection in the Quick Find search bar and click the custom field label

10. Scroll down to the Values section. It should look like the following. If not, continue the instructions to update. If so, skip to step 13

11. In the Values section, click the checkbox next to the following values - “Perform Rejection Steps for Reapproval” , “Perform Rejection Steps and Cancel Workflow”, “N/A” and click the Delete Selected button and click OK in the popup window. Select the option as Replace value on records with a blank value and click Save

12. Click the New button and type Reopen Preceding Step in the text box and click Save. Then, click the Return to Workflow Step hyperlink at the top left corner to return to the Object Details page

13. Type Workflow Step Status in the Quick Find search bar and click the custom field label

14. Scroll down to the Values section. It should look like the following. If not, continue the instructions to update. If so, skip to step 18

15. In the Values section, click the Del option next to “N/A” and click OK in the popup window. Select the option as Replace value on records with a blank value and click Save

16. Click the New button in the Values section and type the keyword as Cancelled and click Save

17. Click the Edit option next to Not Started value and mark it as Default. Click Save and click Fields & Relationships to return to the fields list

18. Type Type in the Quick Find search bar and click the custom field label

19. Scroll down to the Values section. It should look like the following. If not, continue the instructions to update. If so, skip to step 22

20. In the Values section, click the Del option next to N/A and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

21. Click Edit next to the Task value and mark it as Default. Then click Save and click Fields & Relationships to return to the fields list

22. Type Start Next Step Immediately in the Quick Find search bar and click the custom field label

23. Click the Set Field-Level Security button and uncheck for all profiles and click Save. Next, click the Return to Workflow Step hyperlink button situated at the top left corner

24. Type Related Task in the Quick Find search bar and click the Related Task custom field label

25. Click the Set Field-Level Security button and click the checkbox for specific profiles to make the field Visible and click Save. Click the Return to Workflow Step hyperlink at the top left corner

26. Click the Page Layouts option on the left side of the Object Detail screen to display all the Workflow Step page layouts. Click the Workflow Step Layout

27. Select the Related Lists option on the left side of the menu options window. Scroll down to see the Approval Summary. Click the wrench icon

at the top of the related list header. You should see the following Selected Fields and Sort by Date Approved. If not, continue the instructions. If so, skip to the next section

28. 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 is dependent on the firm’s requirement) -

Approval Summary
Click on the small wrench icon at the top of the related list header and add the following fields. Select Date Approved from the drop-down list of the Sort By option and then click the OK button -
- Approver
- Date Approved

29. Click Save and click Yes in the popup window

5. Page Layout and Custom Object Changes for Workflow Object (Mandatory)

This step ensures the Time/Expense section is added to the Workflow object page layout. This step ensures the correct setup of the new Multi-object lookup on the Workflow object. This step adds Help Text for field clarification and sets field-level security so that every one necessary can access the fields.

1. From Setup>Home, click the Object Manager tab and type Workflow in the Quick Find search bar on the right side. Click the Workflow object under Label

2. Click the Page Layouts option on the left side of the object detail screen to display all the Workflow page layouts. Click the Workflow Layout

3. Under Fields, scroll down to Time/Expense section. It should look like this. If not, continue with the instructions. If so, skip to step 8

4. Select the Fields option on the left side of the menu options window

5. If there is no presence of a Time/Expense section in the page layout, then from the menu option window, drag the Section component and drop it below the Address Information section. From the Section Properties popup window, type the Section Name as Time/Expense, Layout as 2-Column and Tab-key Order as Left-Right and click OK

6. 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 -

Expenses (YTD)
Expenses (12M)
Time - Hours (YTD)
Time - Hours (12M)
Average Cost Per Hour (YTD)
Average Cost Per Hour (12M)

7. Click Save

8. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow object

9. Click the custom field labelled Average Cost Per Hour

10. Click the Set Field-Level Security button and uncheck for all profiles and click the Save button

11. Repeat the previous steps from 8 - 10 for the following fields (all fields may not exist in your org, if not, skip to the next field) and remove their access from all profiles -

Custom Background Process
Day(s) Open
Expenses (Base)
Interactive Dashboard Date
Owner Type on Create
Subject (SalenticaLMNTS__Subject__c)
Time - Hours
Time - Minutes
Workflow Subtype (SalenticaLMNTS__Workflow_Subtype__c)
Workflow Type (SalenticaLMNTS__Workflow_Type__c)

12. Click the Fields & Relationships menu option on the left side of the Object Details page to display all the fields of the Workflow object

13. Type Multi object lookup in the Quick Find search bar and copy the Field Name (Field API Name). This field API name will be used in the configuring the multi object lookup component in the Workflow lightning record page in the subsequent steps. Paste into a notes app or Word

14. Click the Multi Object Lookup label and click the Set Field-Level Security button to make it visible for specific profiles

15. Click the Lightning Record Pages menu option on the left side of the Object Details screen and click on Workflow Lightning page

16. Since Salesforce does not reflect most of the changes made to lightning record pages from the packaging ORG, we will need to click the Clone button to manually make the changes

17. From the lightning page builder, close the pop-up window by checking the option for Don’t show this message again and click X to close

18. Scroll down and click on the Salentica Elements Multi-Object Lookup component in the middle of the page. Enter the Lookup Label as Related To and paste the copied Multi-object lookup field API name for the Lookup Field Name as “SalenticaLMNTS__Multi_Object_Lookup__c”

19. Set a different Label and API Name for the new lightning record page

20. Click the Save button and then click the Activation button to assign this page as the ORG Default for both Desktop & Phone form factors. The assignments will be saved and then click on the small back arrow button situated at the top left corner of the page builder. Then, click on the Fields & Relationships menu option on the left side of the Object Details page

21. Type Days Until Expected Completion Date in the Quick Find search bar and click on the Field Label. From the field definition detail page, click the Edit button and type the following in the Help Text section, Field value is static and cannot be modified. Click the Save and click the Back To Workflow hyperlink from the top left corner of the screen

22. Click the Page Layouts option on the left side of the Object Details screen to display all the Workflow page layouts. Click the Workflow Layout

23. From the menu window at the top, click on the Related Lists option on the left side. Scroll to Time/Expense section and click the small wrench icon

at the top of the related list header. The Properties should look like this. If not, follow the instructions. If so, skip to step 25

24. Click on the Related Lists option on the left side. 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. Time/Expense
Click on the small wrench icon at the top of the related list header and add the following fields. Then hit the Enter key -

Expense Type
Activity Type
Activity Date
Employee
Time (Minutes)
Total Expense

25. Search for the Workflow Steps related list and click the small wrench icon at the top of the related list header. Select Order from the drop-down for Sort By and hit the Enter key

26. Click Save and click Yes in the popup window

6. Page Layout and Custom Object Changes for Workflow Launcher Object (Mandatory)

This step ensures that the Workflow Launcher object Shows the necessary related Lists as well as adding Help text and sets necessary field level security for profiles that need access. It ensures the correct options for the fields and the assignment of the Multi Object lookup field.

1. From Setup>Home, click on the Object Manager tab and type Workflow Launcher in the Quick Find search bar on the right side. Click the Workflow Launcher object under Label

2. Click the Page Layouts option on the left side of the Object Details screen to display all the Workflow Launcher page layouts. Click the Workflow Launcher Layout

3. From the menu window at the top, click on the Related Lists option on the left side. Scroll to the Workflow Launcher Steps section. It should look like the following. If it does not, follow the instructions. If it does, then skip to step 5

4. 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 (Note - The fields to be added in the related list are dependent on the firm’s requirement) -

a. Workflow Launcher Steps
Click on the small wrench icon at the top of the related list header and add the following fields. Select Order in the drop-down list for Sort By: and then hit the Enter key -

Assignee
Type
Subject
Description
Due in X Business Days
Order
Created Date

5. Select the Fields option on the left side of the menu options window

6. If these fields do not already show under the Information section, add them from the menu 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 Information section

Workflow Type (SalenticaLMNTS__Workflow_Type_Picklist__c)
Workflow Subtype (SalenticaLMNTS__Workflow_Subtype_Picklist__c)
Holidays

7. If needed, click the small Remove Icon in the field header for the Next Scheduled Date (Weekend/Holiday Adj) field and click Save. Click Yes in the popup window. Next, click the Fields & Relationships menu option present on the left side of the Object Details page

8. If needed, add the following Help Text. Type Copy from Template? in the Quick Find search bar and click on the Field Label. From the field definition detail page, click the Edit button and type as follows in the Help Text section-
The following fields will be filled from Template:

Workflow Type
Workflow SubType
Estimated Business Days Until Completion
Holidays
Frequency
Frequency Amount
Workflow Data Type
Details
Related Record
Steps

Click Save

9. Click the Fields & Relationships menu option on the left side of the object detail

10. Click the custom field labeled Custom Background Process

11. Click the Set Field-Level Security button. Uncheck for all profiles and click Save. Click the Back to Workflow Launcher hyperlink at the top left corner to return to the Fields & Relationships list

12. Repeat the previous steps from 8 - 10 for the following fields and remove their access from all profiles if they exist on your Org with matching API name -

Next Scheduled Date(Weekend/Holiday Adj)
Schedule Immediately (SalenticaLMNTS__Schedule_Immediately__c)
Workflow Subtype (SalenticaLMNTS__Workflow_Subtype__c)
Workflow Type (SalenticaLMNTS__Workflow_Type__c)

13. Type Holidays in the Quick Find search bar and click on the Holidays field label

14. If needed, delete the N/A value. Scroll down to the Values section. Here, click the Del option next to N/A value and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

15. If needed, mark the Allow value as Default. Click the Edit option next to the Allow value and mark it as Default. Click Save and click the Fields & Relationships to return to the fields list

16. Type Frequency in the Quick Find search bar and click on the Frequency field label

17. If needed, remove the N/A Frequency option. Click the Del option next to N/A and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

18. If needed, make the One Time option the default. Click the Edit option next to the One Time value and mark it as Default. Then click Save and click the Fields & Relationships to return to the fields list

19. Type Workflow Launcher Status in the Quick Find search bar and click on the Workflow Launcher Status field label

20. The Workflow Launcher Status values should look like the following. If they do not, continue the instructions. If they do, skip to step 24

21. Scroll down to the Values section. Click the Del option next to Copying from Template value and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

22. Scroll down to the Values section. Click the Del option next to N/A value and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

23. Scroll down to the Values section. Click the New button and type Cancelled in the text box and click Save. Click the Return to Workflow Launcher hyperlink at the top left corner to return to the Object

Details page

24. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow Launcher object

25. Type Multi object lookup in the Quick Find search bar and copy the Field Name (Field API Name). This field API name will be used in the configuring the multi object lookup component in the Workflow lightning record page in the subsequent steps. Paste into a notes app or Word.

26. Click the Multi Object Lookup field label and click the Set Field-Level Security button to make it visible for specific profiles

27. Click the Lightning Record Pages menu option on the left side of the Object Details screen and click on Workflow Launcher Lightning page

28. Since Salesforce does not reflect most of the changes made to lightning record pages from the packaging ORG, we will need to click the Clone button to manually make the changes

29. Set a different Label and API Name for this new lightning record page

30. Scroll down and click on the Salentica Elements Multi-Object Lookup component in the middle of the page. Enter value for the Lookup Label asRelated To and paste the copied Multi object lookup field API name for the Lookup Field Name as “SalenticaLMNTS__Multi_Object_Lookup__c”

a. Click on the Workflow History tab and complete the following steps -

Click the first dynamic related list - single component which is for In Progress/Completed Workflows. Scroll down to the Related List Filters on the right side and set the following values-
- Value = In Progress, Completed
Click the Done button
Click the second dynamic related list - single component which is forCancelled Workflows. Scroll down to the Related List Filters on the right side and set the following values-
- Value = Cancelled
Click the Done button

31. Click on the Data tab and click the Salentica Elements Multi-Object Lookup component. Delete this recurring component by clicking the small delete button situated at the right corner of the component header. Click Save and Activation at the top right corner of the page builder to mark this page as the ORG Default by selecting the form factors as Desktop and Phone and saving these assignments. Next, click on the small left-facing arrow at the top left corner of the page builder to return to the Object Details page

7. Page Layout and Custom Object Changes for Workflow Template Object (Mandatory)

This step ensures that the field level secutiry is set as needed and that the Related Lists include the Workflow Template Steps fields.

1. From Setup>Home, click on the Object Manager tab and type Workflow Template in the Quick Find search bar on the right side. Click the Workflow Template object under the Label column

2. Click the Fields & Relationships menu option situated on the left side of the Object Details page and click the custom field labeled Copy From Template?

3. Click the Set Field-Level Security button and uncheck for all profiles and click Save. Click the Back to Workflow Template hyperlink at the top left corner to return to the Fields & Relationships list

4. Repeat the previous Step 3 for the following fields and remove their access from all profiles (be sure the API name matches the following) -

Custom Background Process
Workflow Template (SalenticaLMNTS__Workflow_Template__c)
Workflow Subtype (SalenticaLMNTS__Workflow_Subtype__c)
Workflow Type (SalenticaLMNTS__Workflow_Type__c)

5. Type Frequency in the Quick Find search bar and click on the Frequency field label

6. If needed, remove the N/A option from the Values section. Scroll down to the Values section. Click the Del option next to N/A and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

7. If needed, mark the One Time value as default. Click the Edit option next to the One Time value and mark it as Default. Click Save and click the Fields & Relationships to return to the fields list

8. Click the Page Layouts option on the left side of the Object details screen to display all the Workflow Template page layouts. Click the Workflow Template Layout

9. The Related List for Workflow Templates should look like the following. If not, continue the instructions. If so, skip to the next section

10. 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 (Note - The fields to be added in the related list are dependent on the firm's requirement) -

Workflow Template Steps
Click on the small wrench icon at the top of the related list header and add the following fields. Select Order in the drop-down list for Sort By: and then hit the Enter key. Click Save and click Yes in the popup window
- Order
- Assignee
- Type
- Subject
- Description
- Due in X Business Days
- Created Date

8. Custom Field Changes for Workflow Launcher Step Object (Mandatory)

This step ensures the Assignee Roles match the Relationship Team roles on the Workflow Launcher Step.

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

2. Click the Fields & Relationships menu option on the left side of the Object details page to display all the fields of the Workflow Launcher Step object

3. Type Assignee Role in the Quick Find search bar and click the custom field label

4. Scroll down to the Values section. It should look like the following. If it does not, continue the instructions. If it does skip to the next section

5. Scroll down to the Values section. Here, click the checkbox next to the following values - “Specific Team”, “Relationship Manager”, “Wealth Manager“, “Investment Manager”, “Operations”, “N/A” and click the Delete Selected button and click OK in the popup window. Select the option Replace value on records with a blank value and click Save

6. Click the Edit option next to the Client Service Associate value and change the Label and API Name to Client Service Manager. Then, click Save

7. Click the New button and type Advisor, Portfolio Manager, Operations Manager in the text box and click Save

8. Click the Edit option next to the Specific User value and mark it as Default. Then click Save. Next, click the Set Field-Level Security button and click the checkboxes to make this field visible to appropriate profiles and click Save. Then, click Fields & Relationships to return to the fields list

9. Custom Field Changes for Workflow Template Step Object (Mandatory)

This step ensures that the Workflow Template Step object has the correct Assignee Role settings.

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

2. Click the Fields & Relationships menu option on the left side of the Object details page to display all the fields of the Workflow Template Step object

3. Type Assignee Role in the Quick Find search bar and click the custom field label

4. Scroll down to the Values section. It should look like the following. If it does not, continue the instructions. If it does, skip to the next section

5. Scroll down to the Values section. Here, click the checkbox next to the following values - “Specific Team”, “Relationship Manager”, “Wealth Manager“, “Investment Manager”, “Operations”, “N/A” and click the Delete Selected button and click Ok in the popup window. Select the option Replace value on records with a blank value and click Save

6. Click the New button and type Advisor, Portfolio Manager, Operations Manager in the text box and click Save

7. Click the Edit option next to the Specific User value and mark it as Default. Then click Save. Next, click the Set Field-Level Security button and click the checkboxes to make this field visible to appropriate profiles and click Save. Then, click Fields & Relationships to return to the fields list

10. Page Layout and Custom Field Changes for Activity, Event and Task Objects (Mandatory)

This step ensures the newly created fields are marked as visible and Read-Only for all required profiles. It will also ensure the Checklist and Approvals are set up correctly to show on Task pages.

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

2. Click on the Fields & Relationships item on the left side of the screen which will display all the Activity fields

3. Type Originating Workflow in the Quick Find search bar and click the field to open the field details screen

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

5. If needed, Repeat the steps from 7 to 9 for the following custom fields-

Originating Workflow Step
Checklist (SalenticaLMNTS__Checklist__c)
Checklist Label
Is Checklist Null
Is Approval Task?
Event IsChild
Relationship

6. Add the Salentica Checklist lightning component and Salentica Elements - WFM Task Approval button to the Task lightning record pages.

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

8. Click on the Fields & Relationships item on the left side of the screen which will display all the Activity fields

9. Type Checklist Label in the Quick find search bar and copy the Field Name (Field API Name). This field name will be required to configure the Salentica Checklist lightning component in the Task object record pages

10. Click on the Object Manager tab and type Task in the Quick Find search bar on the right side. Click the Task object under Label

11. Click on the Lightning Record Pages menu option on the left side of the object detail section to display all the Task record pages

12. For this example, we will click the Elements Task record page

13. Click the Edit button

14. Type the keyword as Salentica Checklist in the Search bar on the left side of the Components list in the record page builder. Next, drag and drop the component below the Related List Quick Links or above the Details/Related/Chatter tabs. Click on the Salentica Checklist component and set the Checklist Label to be the same field API name of Checklist Label custom field from the Activity object which in this case will be SalenticaLMNTS__Checklist_Label__c that was previously copied from the Activity object. Set the Component Visibility Criteria as follows and click the Done button -

Filter Type = Record Field
Field = Is Checklist Null
Operator is Equal
Value = False

15. Type Salentica Elements - WFM Task Approval in the Search bar on the left side of the Components list in the record page builder. Next, drag and drop the component below the Related List Quick Links or above the Details/Related/Chatter tabs. Set the Component Visibility Criteria as follows and click the Done button -

Filter Type = Record Field
Field = Is Approval Task?
Operator is Equal
Value = True

16. Click the Save button at the top right corner and then click the Activation button to assign this record page as either the Org default or App default or assign it based on app/record type/profile

17. Add custom fields to the Task object page layouts. Click the Page Layouts menu option on the left side of the object detail screen to display all the Task page layouts. For this example, we will click the Task Layout - Summer 19 page layout

18. Select the Fields option on the left side of the menu options window

19. From the menu window at the top, type the following field names one after the other in the Quick Findsearch bar, then drag and drop them in the Workflow Automation section-

Originating Workflow
Originating Workflow Step

20. From the menu window at the top, type the following field name in the Quick Find search bar, then drag and drop them in th System Information section and click Save-

Checklist (SalenticaLMNTS__Checklist__c)

21. Add custom fields to the Event object page layouts. Click on the Object Manager tab and type Event in the Quick Find search bar on the right side. Click the Event object Label

22. Click the Page Layouts menu option on the left side of the Object Details screen to display all the Event page layouts. For this example, we will click the Event Layout - Summer 19 page layout

23. Select the Fields option on the left side of the menu options window

24. From the menu window at the top, type the following field name in the Quick Find search bar, then drag and drop them in the Calendar Details section and click Save-

Event IsChild

11. Add Values to the Object Picklist Field for Time/Expense Rollup Trigger Custom Object (Mandatory)

This step ensures that the Workflow object will be included in the automated Time/Expense rollup process.

1. From Setup>Home tab, click on the Object Manager tab and type Time/Expense Rollup Trigger in the Quick Find search bar on the right side. Click the Time/Expense Rollup Trigger object under Label

2. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Time/Expense Rollup Trigger object

3. Type Object in the Quick Find search bar and click on Object picklist field to open the field details screen

4. Scroll down to the Values section and verify if Workflow is included. It should look like the following. If not, continue the instructions. If so, skip to the next section

5. Under the Values section, if Workflow is not present, click the New button.

6. Type the value Workflow in the text box and click Save

7. Scroll down again to the Values section and verify the new value was added to the picklist values

12. Page Layout Additions to Time/Expense Custom Object (Mandatory)

This step ensures the Time/Expense Page Layouts are setup correctly.

1. From Setup>Home tab, click on the Object Manager tab and type Time/Expense in the Quick Find search bar on the right side. Click the Time/Expense object under Label

2. Click the Page Layouts menu option on the left side of the screen which will display the Time/Expense page layouts

3. Click on the Time/Expense page layout and select the Fields option on the left side of the menu options window

4. If needed, from the menu window on the top, type the field name Workflow in the Quick Find search bar, drag and drop it in the Related Object section. Then, click Save

13. Add Values to the Object Picklist field for the Entity Reference Custom Object (Mandatory)

This step ensures that the Workflows object is added to the Entity Reference picklist.

1. From Setup>Home tab, click on the Object Manager tab and type Entity Reference in the Quick Find search bar on the right side. Click the Entity Reference object under Label.

2. Click on the Fields & Relationships on the left side of the screen which will display the Entity Reference fields.

3. Type Object in the Quick Find search bar and click on the Object picklist field to open the details screen.

4. Scroll down to the Values section and click the New button.

5. Type Workflow in the text box and click Save.

6. Scroll down again to the Values section and verify the new values were added to the picklist values.

14. Verify Page Layout Changes to Financial Account Object (Mandatory)

This step ensures the Asset Allocation section is present on the Financial Account object.

1. From Setup>Home tab, click on the Object Manager tab and type Financial Account in the Quick Find search bar on the right side. Click the Financial Account object under Label

2. Click on Financial Account Layout - Holdings page layout

3. Scroll down the page layout details section and ensure that the “Asset Allocations” section is present

15. Verify Page Layout Changes to Contact Object (Mandatory)

This step ensures that the new ID fields are visible on the Contact object and sets field level security access.

1. From Setup>Home tab, click on the Object Manager tab and type Contact in the Quick Find search bar on the right side. Click the Contact object under Label

2. Click on the Page Layouts option from the left side of the Object Details page and click on any page layout name. In this example, we will select Contact Layout - Summer 19

3. Scroll down and ensure that the ID section is present with the following custom fields included in it-

Driver’s License Number
Driver’s License Issuing State
Driver’s License Expiration Date
Passport Number
Passport Issuing Country
Passport Expiration Date

If not, continue the instructions. If so, skip to next section

4. IF there is no presence of an ID section in the Contact page layout, then select the Fields option on the left side of the menu options window

5. From the menu option window, drag the component named Section and drop it below the Address Information section. From the Section Properties popup window, type the Section Name as ID, Layout as ‘2-Column' and Tab-key Order as 'Left-Right’ and click OK

6. 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 ID section and click Save-

Driver’s License Number
Driver’s License Issuing State
Driver’s License Expiration Date
Passport Number
Passport Issuing Country
Passport Expiration Date

7. Click the Fields option on the left side of the menu options window and type the following field names one after the other - Contact Billing State/Province Code, Contact Mailing State/Province Code in the Quick Find search bar. Click on each field to ensure that they are greyed out in the Fields section and are displayed in the page layout

8. IF the Contact Billing/Mailing State Code fields are not present in the page layout, then type the field names in the Quick Find search bar one after the other, drag & drop each field under the Address Information section and then click Save

9. Set Field level security for the newly created custom fields. Click the Fields & Relationships option from the left side of the Object Details page

10. Type code in the Quick Find search bar to display the newly created custom fields of State/Province Code. As an example for this post-installation guide, click on the Contact Billing State/Province Code custom field

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

12. Repeat the steps from 9 to 11 for the following custom fields-

Contact Billing State/Province Code
Contact Mailing State/Province Code
Driver’s License Number
Driver’s License Issuing State
Driver’s License Expiration Date
Passport Number
Passport Issuing Country
Passport Expiration Date

Steps to Update Objects and Settings for Major Release 1- 2023

Please continue steps 16-22 in the following article.