Salesforce Public-Sector-Solutions - Salesforce Public Sector Solutions Accredited Professional (SP25)

Configuring more than ten different OmniScript Application forms and making them available on an Experience Site for external users to apply is a configuration that directly impacts the City’s Salesforce licensing cost. OmniScript Application forms are guided digital forms that can be used to capture data from external users, such as license or permit applicants. Experience Site is a digital experience site that can be used to communicate with external users and provide access to Salesforce data and functionality. Configuring more than ten different OmniScript Application forms and making them available on an Experience Site requires Customer Community Plus licenses, which are based on user counts and have higher costs than Customer Community licenses, which are based on logins or page views. Reference: https://help.salesforce.com/s/articleView?id=sf.networks_license_types.htm &type=5

Deploying the DataPack Lightning Web Component Files to the Org is a step for Public Sector Solutions setup and installation that requires the use of developer tools such as VS Code & SalesforceDX. DataPack Lightning Web Component Files are files that contain code for displaying DataPacks on Lightning Pages or Experience Sites. To deploy these files to the org, the agency needs to use a developer tool that supports metadata deployment, such as VS Code & SalesforceDX. Reference: https://help.salesforce.com/s/articleView?id=ps c_admin_setup_datapack_lwc.htm&type=5&language=en_US

This recommendation aligns with the implementation strategy required by the government agency. Here's the rationale:

Business Account and Contact data model is designed for managing entities like businesses, organizations, and their associated contacts.

Rolling out this model first ensures the agency can meet its priority of addressing business constituents before private constituents.

Person Account data model is tailored for individuals acting as their own account, which is suitable for private constituents.

Implementing this at a later stage aligns with the phased rollout strategy the agency prefers.

Starting with only the Business Account and Contact model keeps the initial implementation focused and avoids unnecessary complexity.

A phased approach allows the agency to learn and refine processes during the first phase (business constituents), then expand to private constituents.

B. Business Account and Household Account/Contact data model:

The Household Account model is not recommended for this use case. It is primarily used in Salesforce Nonprofit Success Pack (NPSP), not Public Sector Solutions. For private constituents, the Person Account model is more suitable.

C. Implementing both models at the same time:

Rolling out both models simultaneously (Business Account and Person Account) adds complexity to the implementation. It would require handling two different constituent types from the start, which is against the phased approach preferred by the agency.

D. Implementing Business Account and Household Account at the same time:

This option introduces an unnecessary mix of data models (Household Accounts instead of Person Accounts). Additionally, implementing both at once contradicts the agency’s phased rollout preference.

1. Business Constituents First:2. Private Constituents Later:3. Avoiding Complexity During Initial Rollout:Why Not the Other Options?Conclusion:To meet the agency's requirements, the technical consultant should recommend implementing the Business Account and Contact data model for business constituents now and the Person Account data model for private constituents at a later stage.

The Outbound Funds Module and the Grants Management product are two solutions that can be used with Public Sector Solutions (PSS) to handle the request of deploying a digital experience that enables constituents to sign up for volunteer projects. The Outbound Funds Module is an open source app that can help public sector agencies to track their funding programs, funding requests, disbursements, and expenditures. The Grants Management product is a prebuilt app that comes with PSS and it can help public sector agencies to manage the entire grant lifecycle, from application to award to reporting. Reference: https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/manage-grants-with-public-sector-sol utions

Decision Matrices are Business Rules Engine tools that are used to automatically map and set the fees for each application. A Decision Matrix can evaluate answers based on rules and conditions and provide a decision outcome and explanation. For example, a Decision Matrix can determine the fee amount based on the type of license, the city & county location, the volume of current business, and the size of the building. Reference: https://help.salesforce.com/s/articleView?id=psc_admin_setup_decision_matrix.htm &type=5&language=en_US

For a Public Sector Organization utilizing Emergency Response Management within Salesforce, the preconfigured dashboards like Global Emergency View and Emergency Hotspots are invaluable tools. The Global Emergency View dashboard provides a comprehensive overview of emergency incidents globally, enabling the organization to monitor situations across different regions. The Emergency Hotspots dashboard focuses on identifying and visualizing areas with high levels of emergency activity, helping the organization to pinpoint where resources and attention are most needed. These dashboards, available within the Emergency Response Management package, facilitate rapid deployment and immediate insights into ongoing emergencies, supporting effective and data-driven response strategies.

Customer Community is a license type that should be considered for building a public portal with Experience Cloud for a large number of users. Customer Community licenses are designed for external users who need access to data and records in Salesforce, such as applying for loans or checking loan status. Customer Community licenses are also cost-effective and scalable for high-volume scenarios, as they are based on logins or monthly page views rather than user counts. Reference: https://help.salesforce.com/s/articleView?id=sf.networks_license_types.htm &type=5

To address the issue of lengthy turnaround times in document exchanges and signings in a grants management scenario with minimal coding, setting up the DocuSign integration for electronic signatures and using OmniScript to handle the signature process (Option C) is the best solution. The specific action within OmniScript to be used would be GenericDocuSign/ObtainEsignature. This action allows for sending documents that require signatures directly within the Salesforce environment using DocuSign, thereby significantly reducing the time and effort involved in manual processes.

Options A and B involve configuring the DocuSign managed package but suggest using standard DocuSign actions or Apex actions, which can be less integrated into user flows and might require more coding. Option D mentions using a "sendEsignature" action, which is less accurate compared to the "ObtainEsignature" action for this context, as it is crucial to capture signatures rather than just send them out.

These answers and explanations are aligned with best practices in leveraging Salesforce Public Sector Solutions and its integrations to enhance functionality and user experience.

The “Funding Request” object is the best solution to capture the fund-related requirements, objectives, and supporting documents. The “Funding Request” object is a standard object that comes with Public Sector Solutions. It can be used to track requests for funding from different sources, such as government agencies or external organizations. The “Funding Request” object can store information such as the funding program, the funding amount, the funding status, the funding requestor, and the funding recipient. It can also have related records such as documents, tasks, or disbursements. Reference: https://help.salesforce.com/s/articleView?id=psc_admin_setup_funding_request.htm &type=5&language=en_US