Skip to main content
5分間のコミュニティアンケートにご協力ください。2025/4/11 まで回答を受け付けております。こちらをクリックするとご参加いただけます。

Simplify Internal Workflows for Constituent Interactions

Learning Objectives

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

  • List some common challenges that public-sector authorities face.
  • Describe the benefits of using Public Sector Solutions.
  • Outline the five broad phases of any authorization process.

Before You Start

Before you start this module, consider completing the following recommended content.

Licensing and Permitting

What do opening a business, driving a car, and throwing a parade have in common? You guessed it! They all require a license or permit from a government agency. Authorization is a vital tool that governments use to maintain public safety, protect consumers, and safeguard the environment.

A business owner holding a business license during the opening of her new establishment; a new driver holding his driver’s license; and an event organizer holding an event permit at a parade.

As a public official in charge of authorization, regulation, or compliance, your job is to ensure that businesses and individuals adhere to the standards outlined by laws and regulations. On any given day, you review applications, conduct inspections, award permits, and grant or revoke licenses. You might handle all types of authorizations, including business license applications, occupational licenses, land permits for parking, asset permits, and so on.

Unfortunately, agencies often lack the necessary systems and tools to provide efficient and transparent licensing and permitting services. Paper forms, spreadsheets, manual data entry, and disconnected systems slow the pace of work. And they often lead to errors and headaches. This also results in frustration for applicants, who often depend on authorization to do their jobs or perform everyday tasks. In the modern digital landscape of online applications, customer self-service, and automated workflows, constituents expect more from government authorization processes.

Public Sector Solutions increases constituent engagement and streamlines internal workflows for things like citizen outreach, application reviews and issuance, and renewal of licenses and permits.

The Key Challenges

Let’s break down the key issues and challenges that citizens and public officials face when it comes to the authorization process.

In this module, you learn how Public Sector Solutions helps simplify any government authorization process at the local, regional, and even national level. This Salesforce solution covers you for any scenario, whether it’s an authorization from a city government or one that must be managed by state or federal agencies.

Public Sector Solutions removes bureaucratic red tape by increasing collaboration across government departments and turning data silos into a single source of truth.

The Five Stages of Authorization

The constituent-government interaction journey typically involves five key stages.

Five stages of authorization.

Initial authorization includes outreach and intake, followed by application review and any required inspections or assessments. A successful workflow culminates in issuance or renewal of the permit or license. With Public Sector Solutions, agencies can simplify and expedite the entire process.

In this module, you look at some examples of how Public Sector Solutions streamlines processes related to individual and business licensing and permitting. Keep in mind that the platform is flexible and extensible. This means that you can configure and customize end-to-end flows for any type of authorization, including marriage registrations, occupational licenses, land permits for parking, training certifications, and more.

Before you explore each authorization stage in-depth, first things first: building your regulatory framework. In the next unit, learn how to set up regulatory authorities, authorization types, regulatory codes, and other important records.

Resources

Salesforce ヘルプで Trailhead のフィードバックを共有してください。

Trailhead についての感想をお聞かせください。[Salesforce ヘルプ] サイトから新しいフィードバックフォームにいつでもアクセスできるようになりました。

詳細はこちら フィードバックの共有に進む