The AdvisoryWorld Reports Managed Package is designed to work seamlessly with the Salesforce Wealth Management Edition. If you have customized your Salesforce Wealth Management Edition s Clients, Financial Accounts and/or WM Assets or if you have a different Salesforce Edition (e.g. Schwab, TD Ameritrade or LPL) then you may need to make Object Mapping Changes as described on pages 7 8. Download the AdvisoryWorld Reports Managed Package by browsing to the following site: https://login.salesforce.com/packaging/installpackage.apexp?p0=04te0000000um0u Press Continue Page 1 of 26
Press Continue Press Next Page 2 of 26
1. Select Grant Access to All Users 2. Press Next Press Install Page 3 of 26
After the Install is Complete, click Installed Packages Notice that the AdvisoryWorld Report Service is installed. Page 4 of 26
Click Develop then Click Custom Settings Click Manage next to AdvisoryWorld System Settings Press New Page 5 of 26
1. Enter Partner Password a. Org. wide Credential b. Contact AdvisoryWorld for Credential 2. Enter Partner Username a. Org. wide Credential b. Contact AdvisoryWorld for Credential 3. Enter AdvisoryWorld WebService Url a. (default https://scanalytics.advisoryworld.com:443/services/reportservice) b. (S&P Capital IQ https://portfolio.marketscope.com:443/services/reportservice) 4. Press Save Click Develop then Click Custom Settings Click Manage next to AdvisoryWorld User Settings Page 6 of 26
Press New to Setup the Default User Settings 1. Enter Fund Hypothetical Amount a. User Defined Value for Asset Hypotheticals 2. Enter Username a. User Credential b. Note that Salesforce Last Name of User MUST MATCH AdvisoryWorld Last Name of User c. Contact AdvisoryWorld for Credential 3. Enter Benchmark Ticker Symbol a. Default Comparison b. (list available at http://advisoryworld.com/scanalytics/advisoryworld_ Index_Benchmarks.csv) 4. Press Save Page 7 of 26
Press New to Setup the Individual User Settings 1. Choose Location of User a. Enter Salesforce Username 2. Enter Username a. User Credential b. Note that Salesforce Last Name of User MUST MATCH AdvisoryWorld Last Name of User c. Contact AdvisoryWorld for Credential 3. Enter Benchmark Ticker Symbol a. Default Comparison b. (list available at http://advisoryworld.com/scanalytics/advisory World_Index_Benchmarks.csv) 4. Enter Fund Hypothetical Amount a. User Defined Value for Asset Hypotheticals 5. Press Save Page 8 of 26
OPTIONAL (Only Required for Non Default Salesforce for Wealth Management Orgs.) Click Develop then Click Custom Settings Click Manage next to AdvisoryWorld Object Mapping Press Edit Page 9 of 26
1. Adjust Mapping a. Contact AdvisoryWorld for Support with Mapping 2. Press Save By Default, https://scanalytics.advisoryworld.com is listed as an approved Remote Site that can be invoked from Salesforce.com. If necessary, Press Edit to adjust this Remote Site. For example, https://portfolio.marketscope.com may be used for integrations of S&P Capital IQ. Page 10 of 26
After making any adjustments, press Save. For example, if you are using S&P Capital IQ s end points, enter Remote Site URL of https://portfolio.marketscope.com then press Save. Page 11 of 26
Create 3 buttons to access the AdvisoryWorld Reports: One on the Salesforce Account object, one on the Financial Account object and one on the WM Asset object. The difference between the buttons is the URL that should be entered for each button. Accounts: Browse to Accounts > Buttons and Links Press New 1. Enter a Name such as AdvisoryWorld Report 2. Enter the following Syntax: a. /apex/awrs G eneratereport?i d={!account.id} &on=client 3. Pres Save Page 12 of 26
Press OK Completed Form Page 13 of 26
Financial Account : Setup > App Setup > Create > Objects > Financial Account > Edit Scroll down to the "Custom Buttons and Links" section and Press New. Page 14 of 26
Scroll down to the "Custom Buttons and Links" section and Press New. 1. Enter a Name such as AdvisoryWorld Report 2. Enter the following Syntax: a. /apex/awrs Ge neratereport?id={!financial_account c.id}&on=financi alaccount 3. Press Save Page 15 of 26
Press OK Completed Form Page 16 of 26
WM Asset : Setup > App Setup > Create > Objects > WM Asset > Edit Scroll down to the "Custom Buttons and Links" section and Press New. Page 17 of 26
Scroll down to the "Custom Buttons and Links" section and Press New. 4. Enter a Name such as AdvisoryWorld Report 5. Enter the following Syntax: a. /apex/awrs G eneratereport?id ={!Asset_WME c.id}&on=asset 6. Press Save Page 18 of 26
Press OK Completed Form Page 19 of 26
Browse to Account > Page Layouts Then Press Edit Click Buttons Page 20 of 26
Click and Drag AdvisoryWorld Report onto Account Detail. Release when the Green Checkmark Displays as noted. Press Save Page 21 of 26
Browse to Create Objects then Click Edit next to Financial Account Click Edit Page Layout Page 22 of 26
Click Buttons then Click and Drag the AdvisoryWorld Report button onto the Financial Account Detail section and Release it. Then Press Save. Browse to Create Objects then Click Edit next to WM Asset Page 23 of 26
Click Edit Page Layout Click Buttons then Click and Drag the AdvisoryWorld Report button onto the WM Asset Detail section and Release it. Then Press Save. Page 24 of 26
Build an AdvisoryWorld Report for any Client Account by Pressing the button. Build an AdvisoryWorld Report for any Financial Account by Pressing the button. Page 25 of 26
Build an AdvisoryWorld Report for any WM Asset by Pressing the button. Page 26 of 26