Using Major Release 2-2023 for Elements

Mar 30, 2024

Follow the step-by-step guide below to incorporate Major Release 2- 2023 into 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 Elements for Major Release 2-2023

1. Page Layout changes for Workflow Step object (Recommended)

2. Page Layout and custom object changes for Workflow Launcher Step object (Recommended)

3. Page Layout and custom object changes for Workflow Template Step object (Recommended)

4. Manually sync/match the ‘Workflow Queue’ global picklist value set to existing ‘Task’ queues (Mandatory)

5. Deactivate 'Distribution Channel required' validation rule in New Business object (Mandatory)

6. Page Layout changes and picklist values mapping to all record types of the Legal Entity custom object (Mandatory)

7. Set field level security for 'Prevent Duplicate' field in Outreach Member object (Mandatory)

8. Page layout and custom field changes for Financial Account custom object (Mandatory)

9. Activate the lightning flow to change Relationship record type when a Prospect New Business is Closed won (Optional)

1. Page Layout changes for Workflow Step object (Recommended)

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

2. Click on 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

3. Click the Lightning Record Pages menu option on the left side of the object detail screen and click on Workflow Step Lightning page

4. Sometimes 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

5. Change the Label and API Name of the record page to a different name and in this example, we will set the label as Workflow Step Record Page

6. Click the Queue field under the Task Details section and set the UI Behavior to Required. Next, click the Add Filter button on the right side of the record page

7. Set the visibility criteria as follows and click Done -

Filter Type = Record Field
Field = Assignee Role
Operator is Equal
Value = Queue

8. Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Manager app for both Desktop and Mobile form factors or assign it based on app/record type/profile for both Desktop and Mobile form factors or assign it based on app/record type/profile

2. Page Layout and custom object changes for Workflow Launcher Step object (Recommended)

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 Lightning Record Pages menu option on the left side of the object detail screen and click on Workflow Launcher Step Lightning page

3. Sometimes 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

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

5. Change the Label and API Name of the record page to a different name and in this example, we will set the label as Workflow Launcher Step Record Page

6. Click the Queue field under the Task Details section and set the UI Behavior to Required. Next, click the Add Filter button on the right side of the record page

7. Set the visibility criteria as follows and click Done -

Filter Type = Record Field
Field = Assignee Role
Operator is Equal
Value = Queue

8. Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Manager app for both Desktop and Mobile form factors or assign it based on app/record type/profile for both Desktop and Mobile form factors or assign it based on app/record type/profile

3. Page Layout and custom object changes for Workflow Template Step object (Recommended)

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 Lightning Record Pages menu option on the left side of the object detail screen and click on Workflow Launcher Step Lightning page

3. Sometimes 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

3. Change the Label and API Name of the record page to a different name and in this example, we will set the label as Workflow Template Step Record Page

4. Click the Queue field under the Task Details section and set the UI Behavior to Required. Next, click the Add Filter button on the right side of the record page

5. Set the visibility criteria as follows and click Done -

Filter Type = Record Field
Field = Assignee Role
Operator is Equal
Value = Queue

6. Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Click the Save button at the top right corner and then click the Activation/Activate button to assign this record page as the Org default and the App default of Elements Workflow Manager app for both Desktop and Mobile form factors or assign it based on app/record type/profile for both Desktop and Mobile form factors or assign it based on app/record type/profile

4. Manually sync/match the ‘Workflow Queue’ global picklist value set to existing ‘Task’ queues (Mandatory)

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

2. Open another Home tab window within the same browser through the mouse right-click

3. Click the first Home tab window and type the keyword as Queue in the Quick Find search bar on the left side. Click on the Queues option under the Users section

Note: The Queue Label/Queue Name values with ‘Task’ as the supported objects will be different for every Org and below is just an example for this post-install step. You will need to setup the Queues specific to your Org.

4. Copy and paste all the 'Label' values in a notepad for the queues with ‘Task’ as the supported objects. In this example, we notice that there are 3 queues with Task as the supported object

a. a. Label values copied to a notepad

5. Now, click on the second Home tab window and type the keyword Picklist Value Sets in the Quick Find search bar on the left side. Click the Picklist Value Sets option under the Objects and Fields section

6. Click the Workflow Queue picklist value set

7. Scroll down to the Values section and delete the existing values by clicking the Del option next to the values

8. Select the option Replace values on records with blank value and click the Save button

9. The values section will retain 1 value from being deleted to keep the picklist value set as Active. Ignore the existing non-deleted value for now and click the New button

10. From the notepad, copy and paste the queue Label values to the picklist value set creation window. Next, click the Save button

11. Now, delete the old value from this value set

a. Click the OK button in the prompt window

b. Select the option as Replace values on records with blank value and click the Save button

12. Scroll down and verify that the new picklist values are visible and active for the Workflow Queue picklist value set

5. Deactivate 'Distribution Channel required' validation rule in New Business object (Mandatory)

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

2. Scroll down and click Scroll down and click Validation Rules on the left side of the custom object menu options list

3. Click on Distribution_Channel_Required under the Rule Name column

4. Click the Edit button

5. Uncheck the Active option and click the Save button

6. Page Layout changes and picklist values mapping to all record types of the Legal Entity custom object (Mandatory)

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

2. Click the Page Layouts menu option on the left side of the object detail page to display all the page layouts of the Legal Entity object

3. Click the Charitable page layout

4. Type the keyword Entity Type in the Quick Find search box. Drag and drop the Entity Type field to the page layout and click Save

5. Repeat Step 5 for all the rest of the Legal Entity page layouts

7. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Legal Entity object

8. Type the keyword Entity Type in the Quick Find search bar and click the custom field label

9. Scroll down to the Values section. Click the New button

10. Type the following values in the text box (only if the values are not present) and click the Save button

529 Plan
Australian Trust
SEP IRA
SIMPLE IRA
Superannuation Fund
Tenants by Entirety (TBE)
Tenants in Common (TIC)

11. Scroll down to the Values section and click the Reorder button

12. Click the checkbox to Display values alphabetically, not in the order selected and click the Save button

13. Click Record Types on the left side of the custom object menu options list

14. Click the Charitable record type present under the Record Type Label column

15. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

16. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

Charitable Lead Trust
Charitable Remainder Trust
Donor Advised Fund
Foundation
Nonprofit

17. Click Record Types on the left side of the custom object menu options list

18. Click the Corporate record type present under the Record Type Label column

19. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

20. Use the Add and Remove arrows to include only the following picklist values in the ‘Selected Values’ section. Then click the ‘Save’ button

Corporation
Donor Advised Fund
Employee Stock Ownership Plan
Foundation
General Partnership
Limited Liability Company
Limited Liability Partnership
Nonprofit
Profit Sharing Plan
Superannuation Fund

21. Click Record Types on the left side of the custom object menu options list

22. Click the Custodial record type present under the Record Type Label column

23. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

24. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

529 Plan
Australian Trust
Community Property
Community Property (WROS)
Generation Skipping Trust
Individual
IRA
Irrevocable Trust
Revocable Trust
Roth IRA
Special Needs Trust or Supplemental Trust
Spousal Trust
Superannuation Fund
UGMA/UTMA

25. Click Record Types on the left side of the custom object menu options list

26. Click the Estate record type present under the Record Type Label column

27. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

28. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

Australian Trust
Charitable Lead Trust
Charitable Remainder Trust
Community Property
Community Property (WROS)
Generation Skipping Trust
Grantor Retained Annuity Trust
Grantor Retained Unitrust
Irrevocable Life Insurance Trust
Irrevocable Trust
Joint Tenant
Joint Tenant (WROS)
Revocable Trust
Special Needs Trust or Supplemental Trust
Spousal Trust
Tenants by Entirety (TBE)
Tenants in Common (TIC)
UGMA/UTMA

29. Click Record Types on the left side of the custom object menu options list

30. Click the Individual/Joint record type present under the Record Type Label column

31. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

32. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

401K
529 Plan
Community Property
Community Property (WROS)
Individual
IRA
Joint Tenant
Joint Tenant (WROS)
Limited Liability Company
Nonprofit
Roth 401K
Roth IRA
SEP IRA
SIMPLE IRA
Tenants by Entirety (TBE)
Tenants in Common (TIC)
UGMA/UTMA

33. Click Record Types on the left side of the custom object menu options list

34. Click the Partnership record type present under the Record Type Label column

35. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

36. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

General Partnership
Limited Liability Company
Limited Liability Partnership
Limited Partnership
Nonprofit

37. Click Record Types on the left side of the custom object menu options list

38. Click the Retirement record type present under the Record Type Label column

39. Scroll down and click the Edit hyperlink next to the Entity Type picklist field present under the Picklists Available for Editing section

40. Use the Add and Remove arrows to include only the following picklist values in the Selected Values section. Then click the Save button

401K
Charitable Lead Trust
Charitable Remainder Trust
Community Property
Community Property (WROS)
Employee Stock Ownership Plan
Grantor Retained Annuity Trust
IRA
Profit Sharing Plan
Roth 401K
Roth IRA
SEP IRA
SIMPLE IRA
Superannuation Fund

7. Set field level security for 'Prevent Duplicate' field in Outreach Member object (Mandatory)

1. Click the gear icon at the top right corner and click Setup and then click the Object Manager tab. Type Outreach Member in the Quick Find search bar situated at the top right corner and click the Outreach Member object present 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 Outreach Member object

3. Type the keyword Prevent Duplicate in the Quick Find search bar and click the custom field label

4. Click the Set Field-Level Security button

5. Uncheck the Visible boxes for all profiles except for Salentica Elements Power User and System Administrator. Click the Save button

8. Page layout and custom field changes for Financial Account custom object (Mandatory)

1. From Setup> Home, click the Object Manager tab. Type Financial Account in the Quick Find search bar situated at the top right corner and click the Financial Account object present under the Label

column

2. Click the Compact Layouts option on the left side of the object detail page. Next, click the FinancialAccountCL compact layout

3. Click the Edit button

4. Click the ‘zzRegistration Type’ in the ‘Selected Fields’ column and click the left-facing arrow to remove this field

5. Scroll up and click the Registration Type field in the Available Fields column. Next, click the right-facing arrow to add this field in the Selected Fields column. Click the Save button

6. Click the Page Layouts menu option on the left side of the object detail page to display all the page layouts of the Financial Account object

7. Click on the Financial Account Layout - Summer 19 and type the keyword Registration Type in the Quick Find search bar

8. Drag & drop the field to the page layout under the Account Properties section. Click the Remove button next to the zzRegistration Type field and click Save

9. Repeat Step 9 for all the page layouts of the Financial Account object

10. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Financial Account object

11. Type the keyword zzRegistration Type in the Quick Find search bar and click the custom field label

12. Click the Set Field-Level Security button

13. Uncheck the Visible boxes for the profiles which do not require access to this field and click the Save button

9. Activate the lightning flow to change Relationship record type when a Prospect New Business is Closed won (Optional)

1. From Setup> Home, in the Quick Find search bar on the left side of the screen, type the keyword as Flows and click on the Flows option under the Process Automation column

2. Scroll down to find the Change Relationship Record Type when Prospect New Business is marked closed Won present within the Flow Label column

3. Click the small downward facing arrow on the right corner and click the View Details and Version option

4. Scroll down to the Flow Version section and click the Activate hyperlink

Congratulations! You have successfully set up the features for Major Release 2- 2023!