It's Day One at Dreamforce 2015! We've spread our team out on the ground to divide, conquer (?) and gather as much intel as we can that's relevant to you in the wealth sector.

Our CEO at large Glenn Elliott updates us today from the Yerba Buena gardens in the heart of the Dreamforce action.

It's the day before the official start of Dreamforce 2015. Our team is on site to keep you abreast of what it all means for the wealth sector and today our intrepid CEO Glenn Elliott updates us from the PractiFI nerve centre in San Francisco's SoMa district.

So you thought creating and managing custom workflows for your advice practice was difficult? Think again.

In designing PractiFI, we heard loud and clear that whether it's in advice, investments, insurance, accounting or lending, driving practice efficiency is a top priority. And everyone knows that standardising routine operations in your practice leads to higher quality output, makes training easier and drives up the value of your business. But you also told us that you'd been burnt by overly complex workflow systems in the past, so it had to be simple.

Meet PractiFI's Processes. A cinch to create and adjust, powerful to work with every day. Take a quick look at this how-to demo to learn how easy it is to get started with Processes.

Simple, eh?

This is a really classy integration for those who want to be super organised with how they manage their client files in PractiFI.

PractiFI stores file notes rather elegantly. You can add file notes onto detailed pieces of information, like a task or a service record, then the overall client feed shows the full consolidated list of file notes, each with a handy label showing the context in which it was entered. PractiFI's Google Drive integration takes exactly the same approach, allowing you to attach documents in contextual detail, but to easily see all the documents (and their context) at the overall client level.

How do we make this magic happen? We use the awesome Cirrus Files plug-in from the Salesforce AppExchange (US$5/user/month, details at appexchange.salesforce.com/listingDetail?listingId=a0N30000008amNrEAI).