Matters + Intakes v21.1 Upgrade Steps

Table of Contents

• Installation link
• Upgrade the Litify Referral Network endpoint
• Re-log in to the Litify Referral Network
• Add the runDisplayNameConversion field to the Apex Configuration page layout
• Add new fields to the Log object page layout
• Add Activity Timeline Setup Assistant to the Litify Setup app
• Set up the Activity Timeline

Installation link

1. Install the package for your org (production environment or Sandbox) using the correct link below:
   • Installation link (production): https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1T000000Exjp
   • Installation link (sandbox): https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1T000000Exjp
2. When prompted to install the package, select Install for All Users
   
   
   
   
3. Click Upgrade and wait for an email confirming the successful install

After installing the upgraded Litify package, move on to the steps below.

Note: If you are upgrading from a much older version of Litify, you may need to follow additional upgrade steps. Follow the instructions from intermediate release notes before proceeding to the instructions below.

Upgrade the Litify Referral Network endpoint

We are preparing to improve the way that the Litify Referral Network handles large amounts of data. There is one simple change required within your Litify org:

1. From the Salesforce setup menu, select Setup
   
   
   
   
2. Search for "custom settings" in the Quick Find box in the lefthand column, and click the Custom Settings link
   
   
   
   
3. Find the Public Setup item in the table. Click Manage on that row.
   
   
   
   
4. Click the Edit button
   
   
   
   
5. In the Referral API endpoint field, change the value to:
   
   https://referral-api.litify.com/
6. Click the Save button

Re-log in to the Litify Referral Network

Upgrading to Litify v21.1 will log you out from the Litify Referral Network within your Litify org. Simply log in again to restore your connection.

1. Open the Litify Setup app from the App Launcher menu
2. On the Settings tab, the Login and Sync Referrals screen should be the first thing that appears. Enter your Litify Referral Network admin credentials and click the Login button.

Add the runDisplayNameConversion field to the Apex Configuration page layout

Firms that wish to disable the automatic population of the Display Name fields on Intakes and Matters can now do so. To modify this setting, you must first add the relevant field to a special page layout:

1. From the Salesforce setup menu, select Setup
   
   
   
   
2. Search for "custom metadata" in the Quick Find box in the lefthand column, and click the Custom Metadata Types link
3. Click the Apex Configuration label (do not click "Manage Records" next to this label)
4. A the bottom of the page, within "Page Layouts" section, click Edit next to the Apex Configuration Layout
5. Find the field runDisplayNameConversion, and drag it onto the page layout
6. Click Save

Add Activity Timeline Setup Assistant to the Litify Setup app

If your firm relies on a custom version of the Litify apps (as many do), you may need to manually add the new Activity Timeline Setup Assistant tab to your copy of the Litify Setup app. Here's how:

1. Open the Litify Setup app from the App Launcher menu
2. Click the pencil (edit) icon within the row of tabs at the top of the page
3. Click the Add More Items button
4. In the lefthand sidebar, click All
5. Click the + button next to "Activity Timeline Setup Assistant," near the top of the list
6. Click the blue Add Nav Item button
7. Drag the Activity Timeline Setup Assistant into any order within the list of items
8. Click the blue Save button

You can now open the Activity Timeline Setup Assistant by clicking the tab name within the Litify Setup app.

Add new fields to the Log object page layout

Several new fields have been added to the Log object, to help gather valuable information when setting up the Intakes API with a new vendor. These fields will work with no changes necessary, but it may be useful to see them on the relevant page layout.

1. From the Salesforce setup menu, select Setup
   
2. Click the Object Manager tab near the top of the page
3. Enter "Log" In the Quick Find search box near the top right of the page
4. Click the link to open the Log object in the search results
5. In the lefthand column, click Page Layouts
6. Click Log Layout to open this particular page layout
7. Drag the following new fields to your desired location on the page layout:
   • Client IP Address
   • Full Details
   • Request Body
   • Request Headers
8. Click Save

Set up the Activity Timeline

Set up Recommended Timeline Objects and Activity Types

This article will walk you through how to add Timeline Objects and Activity Types.

Our suggested default settings follow:

• Default Number of Records to Load: 100
• Default Text Settings: Wrap Text

Add the Activity Timeline component to your Timeline Objects

For each Timeline Object you configure, you will need to add the Activity Timeline to its Lightning page layout. Here's how:

1. Open a record of the object
2. From the Salesforce settings menu, click Edit Page
   
   
   
   
3. Add a new tab titled "Activity Timeline" (recommended but optional)
   
   
   
   
4. From the sidebar on the left, drag the Activity Timeline component to your desired location
   
   
   
   
5. Click Save and then click <- Back