Put Public Sector Solutions to Work for You

Learning Objectives

After completing this unit, you’ll be able to:

Explain the purpose of each Public Sector application.
Describe Public Sector Solutions implementation options and add-ons.

Do More with Prebuilt Apps

So far, you’ve explored the foundation of Public Sector Solutions, including the Salesforce Platform, underlying clouds, and Industry Common Layer components. Now, it’s time to discover what makes Public Sector Solutions perfectly suited for government agencies. Meet prebuilt applications.

Public Sector Solutions contains several prebuilt apps to help your agency enhance operations and fulfill its mission. These apps employ a select group of objects that make the most of the Salesforce Platform, data model, and various toolkit components.

Public Sector Apps

Take a look at the purpose and advantages of each Public Sector Solutions prebuilt app.

Licensing and Permitting

Set up a regulatory framework to support the licenses, permits, and other authorizations that your agency manages. Publish dynamic forms on a public portal so that constituents easily submit and track applications for licenses and permits. Review and approve each application using automated processes and carry out inspections and other follow-up actions to confirm necessary compliance.

Inspection Management

Assign and manage inspection visits to assess compliance. Include action plans, assessments, and a series of tasks for inspectors to perform while on-site. Inspectors complete information collection tasks, review regulatory codes, and record violations right from their mobile device. Follow up on violations through enforcement actions, such as assigning a penalty fee, and help constituents by listing the necessary changes or improvements they need to make to achieve compliance.

Social Program Management

Provide timely assistance to individuals and families facing hardship. Assess complaints and referrals, intake and screen cases, and capture correspondence with constituents. Then, develop goal-centric care plans with a series of tasks and benefits to help constituents achieve positive outcomes.

For example, to help a senior constituent experiencing hardship, a Cosville caseworker creates a care plan with a top goal of Improved Quality of Life for Seniors.

Care plan with goals and benefits.

Then, he sets up intermediate goals with associated tasks and benefits, such as a free public transit pass, home care assistance, and a food delivery service. Intermediate goals are like smaller steps in the hike to reach the top goal.

Benefit Management

Use the Benefit Management app to speed the delivery of financial relief to individuals and families. Configure an online portal and application forms so that constituents find and apply for relevant programs and benefits. Prescreen potential applicants to help them find the assistance they’re eligible for based on defined criteria. You can automate eligibility determinations, and provide visibility into application statuses, eligibility decisions, and disbursement amounts.

Provider Management

Manage your network of service providers and map them to the benefits that your agency manages to expedite referrals. With this app, store details about each provider, including facilities, practitioners, and benefit schedules and sessions. Then quickly search for and refer constituents to the right provider to meet their needs. The Provider Management app also lets you track service delivery and constituent participation through an online portal.

A Cosville caseworker uses an online portal to manage referrals and collaborate with providers.

Referrals screen of the Provider Portal.

The caseworker can check in on the status of service delivery and make sure each constituent receives their assigned benefits.

Investigative Case Management

Conduct investigations into potential wrongdoing in the community, including fraud, misuse of public funds, or workplace safety violations. Keep track of all the moving parts as your agency responds to public complaints, collects evidence and witness testimonies, and participates in case proceedings.

Grantmaking

With the Grantmaking app, enhance collaboration between grant managers and grant seekers during grantmaking processes. Create and oversee funding opportunities and budgets, and set up digital applications for grant seekers to fill out online. Plus, efficiently track, manage, and distribute grants, and provide visibility into the entire funding lifecycle.

Talent Recruitment Management

Streamline recruitment and hiring activities to staff your agency with top talent. Configure positions, job postings, and applications and evaluate and vet candidates. Support recruiters, HR specialists, and prospective employees with websites designed to simplify hiring activities.

For example, a Cosville HR specialist creates a recruitment posting to publish on the agency’s Applicant Portal.

Posting Preview tab of a recruitment posting.

The specialist reuses content sections across multiple job postings to speed up their work.

Employee Experience

Streamline HR and IT service delivery within a single, scalable workspace. The Employee Experience app provides self-service portals, automated service requests, and goal-centric support plans for agency staff. Whether managing onboarding, internal IT support tickets, educational reimbursements, or benefit programs, agencies can empower their workforce with intuitive tools that drive productivity and engagement.

Select the right combination of these prebuilt apps to enhance the operations that your agency manages. For more information about these prebuilt apps, visit the Understand What’s Included with Public Sector Solutions Help article.

Get the Functionality You Want

On top of the solutions you just learned about, you can purchase add-ons to round out your implementation. For example, use CRM Analytics for Public Sector to help policy makers gain intelligent insights about your agency's revenue and operational trends through dynamic dashboards. Or use Einstein Generative AI to summarize constituent details without having to sift through multiple records, and quickly determine logical follow-up actions to bring about positive outcomes. To extract text from documents, such as PDFs, use the Intelligent Form Reader add-on.

In this way, mix and match packages and add-ons to get exactly the features you need to serve constituents effectively, securely, and at scale. Talk with your account executive to learn more about these available packaging options.

Wow, that’s a ton of useful features, apps, and tools! However, you’ve only just begun your journey. Check out the links in the Resources section to explore the specific building blocks that meet your agency needs.

In this module, you discovered the Public Sector Solutions design and architecture, including the data model, common components, and prebuilt apps. Now it’s time for you to build out your custom solution and usher your agency into a new era of efficiency.

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Recursos de Agentforce Public Sector