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Recurring Donations in NPSP

Recurring Donations in NPSP

This insight will resonate with those familiar with Salesforce, the Nonprofit Success Pack (NPSP), its various iterations, and other related Salesforce automation features. Recurring Donations in NPSP create a special challenge, Tectonic has found. For those less engaged in these topics, there are still valuable ideas to discuss. For over a decade, there has been an ongoing challenge with handling donations processed through multiple transactions. These Multi-Installment Donation Scenarios (MIDS) include: Tracking donations where the commitment and transaction occur simultaneously is straightforward. For example, credit card donations through online forms require creating a donor record (if it doesn’t already exist) and a gift record. However, when there is a time lag between commitment and transaction, similar processes can be used. The challenge arises when commitments result in multiple checks or credit card transactions over time, breaking standard rules. This has puzzled fundraisers, operations personnel, accountants, and database admins for years, leading to various approaches. Each role may prefer different methods, adding complexity. Even Salesforce has changed its approach to MIDS, resulting in multiple models/modules in circulation. If you feel overwhelmed by MIDS, you’re not alone. MIDS are one of many complex scenarios to record in a donor database. However, other scenarios are not covered in this insight, such as: There are several options for modeling MIDS in Salesforce: Donation With Payments: Commonly used for grants, NPSP automates payment scheduling according to interval rules. This is recommended for organizations using accrual accounting. Legacy Recurring Donations: Allows setting donation schedule rules, with Salesforce automatically creating donations accordingly. Suitable for projection reports and updating each donation when the transaction occurs. Enhanced Recurring Donations: Introduced by Salesforce in 2020, this module solves issues like skipping months or changing future payment amounts by creating one installment ahead. When the installment is paid, the next one is created according to the schedule/rules. Custom “Pledge” Object: Useful for grouping donations according to pledges, without needing automation for scheduling installments. Ideal for tracking multiple data points about each pledge. Our Opinion: Tectonic has a strong preference for Legacy Recurring Donations over Enhanced Recurring Donations, although it’s not a significant issue to use either. Donations with Payments are problematic and should be avoided. Here’s why: Problems with Donations with Payments: The official documentation suggests this model for accrual accounting, but this recommendation is questionable. Many readers lack a foundational understanding of accounting models. Furthermore, dividing a donation into parts (payments) complicates reporting and rollup fields. Recurring Donations Benefits: The Recurring Donations (RD) model is smart and elegant. NPSP’s automations for both Legacy and Enhanced RD modules are strategic and reliable. Using the RD model for more than just traditional recurring donations (like monthly donations) can be beneficial. Rebranding “Recurring Donation” to “Pledge Fulfillment Schedule” can naturally incorporate various MIDS types, such as grants and pledges. Top Tips for Configuring Legacy Recurring Donations: One Odd Thing: In moves management, if a donor switches from a lump sum to installment gifts, create an RD and auto-create installment donations. Delete the first donation in the series and connect the Moves Management donation to the Recurring Donation record. Legacy Recurring Donations are a preferred option for modeling MIDS. This data model is suitable for all scenarios. With proper setup, it can become a powerful tool for a data-driven fundraising department or a streamlined option for tricky use cases. Two principles of good design—“like goes with like” and “measure twice, cut once”—explain why transaction-oriented information should stay on the Donation record, and pledge-oriented information on the Recurring Donation record. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Solutions for Defense

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Public Sector Einstein 1 for Service

Public Sector Einstein 1 for Service

Salesforce, a prominent provider of cloud-based software solutions, has unveiled the introduction of Public Sector Einstein 1 for Service, a specialized software platform tailored explicitly for government employees. Salesforce is targeting governmental customer service improvements with the launch of the Public Sector Einstein 1 for Service. This latest offering, built on Salesforce’s Einstein 1 platform, integrates a variety of artificial intelligence-driven capabilities aimed at streamlining administrative tasks within the public sector. Public Sector Einstein 1 for Service.  Built on Salesforce’s Einstein 1 platform, the offering is designed to leverage data and automation to improve worker efficiency, reduce or eliminate repetitive tasks, and improve the ability of workers to interact with systems, data, and the people they serve.  Public Sector Einstein 1 for Service presents a suite of AI-powered features crafted to enhance efficiency and productivity for government entities. These encompass Caseworker Narrative Generation, utilizing generative AI to synthesize data summaries; Service Cloud Voice, enabling real-time transcription of conversations; and Einstein Activity Capture for Public Sector, facilitating documentation of case interactions through natural language processing. Additionally, the platform incorporates Data Cloud for Public Sector and Interaction Notes for Public Sector, providing comprehensive note-taking functionalities. Salesforce’s Executive Vice President and General Manager for the Public Sector, Nasi Jazayeri, underscored the significance of harnessing trusted AI to enhance operational effectiveness, data management, and service delivery for government agencies, empowering employees to better serve constituents. Having previously provided tools for other FEDramp-compliant products – including Field Service and Security Center – Salesforce’s newest solution utilizes trusted conversational and generative AI (GenAI) to improve agent efficiency. The solution also promises public sector organizations the ability to swiftly generate case reports, record real-time call transcriptions, and document and format case interactions—all through a single unified solution. Another key aspect of the tool is the inclusion of Salesforce’s Data Cloud system, which allows users to consolidate data from various sources – including benefits, education, and healthcare – into a standardized data model. Public Sector Einstein 1 for Service also includes Data Cloud, which is designed to capture, connect, and harmonize an organization’s entire corpus of data into a common data model. This can be used to create unified constituent profiles that serve as a single source of truth for the organization, enabling the organization to personalize outreach and interactions. A new feature being offered is Interaction Notes for Public Sector, which allows caseworkers to take detailed notes of their meetings and conversations with constituents or other case participants, specify the confidentiality level of the notes, add action items or next steps, and then search for and filter summaries to find notes from previous interactions, all in one place. This feature takes a common practice deployed at many public sector agencies and helps to organize information that can often be lost when managed through manual processes. Of course this also brings in the Salesforce Vector Database. In doing so, public service organizations are able to create specific profiles for their constituents and personalize their customer service offerings accordingly. If you have contemplated adding Salesforce Nonprofit Cloud, check out this new offering from Tectonic – Salesforce Imploementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce GovSlack

Salesforce GovSlack

Salesforce GovSlack seamlessly integrates your team members, tools, and partners into a unified platform that adheres to critical government regulations for handling sensitive data. By breaking down communication barriers within and outside organizations, GovSlack empowers individuals to excel in their work. Salesforce GovSlack “Government agencies and their partners, colleagues, and contractors can now collaborate more swiftly and flexibly within a secure digital HQ. With all tools, workflows, and integrations centralized in Slack, institutions empower their personnel and elevate collaboration while upholding compliance standards.” Rob SeamanSVP Product, Enterprise, Slack For example, the Army Software Factory (Army SWF) adopts agile startup methods to enhance soldiers’ software development skills, deploying digital solutions to solve Army challenges. To achieve agile, effective collaboration, the Army SWF sought GovSlack, a flexible solution that promotes productivity and camaraderie while meeting stringent Department of Defense policies. “Similarly, Lockheed Martin, a global aerospace and security company, utilizes Slack to connect its extensive workforce across 400 facilities and 50 countries. With GovSlack, Lockheed Martin anticipates expanding its Slack usage for defense projects.” Tim LewisDirector of Digital Workplace Services, Lockheed Martin GovSlack will also feature a directory of certified applications, including security and compliance apps, categorized by certification level. This setup allows GovSlack users to seamlessly integrate applications aligned with their security needs, such as Okta and Box. “Slack and Box together enable secure communication and collaboration, simplifying internal information flow and enhancing citizen engagement.” Murtaza MasoodManaging Director, State and Local Government, Box GovSlack ensures secure collaboration tailored for government operations, promoting flexibility and productivity while adhering to key government regulations for data processing and storage. By centralizing tools and teams in a secure, compliant platform, GovSlack empowers public sector organizations to meet evolving challenges and deliver exceptional services to the constituents they serve. It’s not that email is broken—it’s limited Even though landlines still work, we prefer to do everything on our smart devices. It’s not surprising. Better technology allows us to move faster, accomplish more and connect more easily. That’s exactly what Slack provides, while the inbox remains stuck in a cycle of refresh and reply. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Government CRM System

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly customizable nature, catering to diverse agency needs and projects. Understanding AI in Government: Reshaping Public Sector Services Enhancing Workforce Skills for Better Constituent Experiences and Efficient Agency Operations The AI revolution presents opportunities for governments to enhance efficiency and service delivery. AI technologies can significantly improve data processing, cybersecurity, public planning, and other critical areas. Government agencies must raise awareness about the benefits of AI and upskill employees to bridge the AI skills gap. This transformation enables workers to better serve the public and foster trust between sectors. However, the rapid adoption of AI also raises concerns about a potential skills crisis, as highlighted by a survey revealing insufficient high-quality AI and machine learning resources. While AI promises to create new jobs, it may also displace certain roles. Organizations must prepare employees for this shift, ensuring they transition to higher-value work and acquire the necessary AI skills. Data Modernization: Paving the Way for an AI-Optimized Future Modernizing data infrastructure is essential for leveraging AI effectively. Employees can upskill in data science and AI, facilitating this transition from traditional workflows to AI-driven processes. Applications of AI in Government AI offers transformative potential across various government functions, such as traffic management, healthcare delivery, and administrative tasks like paperwork processing. Government agencies can enhance operations through AI-driven insights, improving efficiency, and service delivery for citizens. Challenges and Opportunities in AI Adoption Despite the promise of AI, many public agencies lack sufficient AI and data management capabilities among their workforce. Effective Education and Training for AI Implementation Organizations must prioritize AI education and responsible usage to better serve the public while upholding stringent security standards. Understanding Government Cloud Salesforce Salesforce Government Cloud and Government Cloud Plus provide dedicated instances of Salesforce’s Customer 360 suite, tailored to meet government requirements. Enhancing Government Efficiency with Modern CRM Solutions Explore How CRM Software Can Revolutionize Citizen Engagement and Government Operations CRM systems empower local governments to establish meaningful connections with citizens, improving service delivery and operational efficiency. Key Features of Local Government CRM Software Discover essential CRM features for local government agencies, including workflow automations, communication tools, data security, citizen contact management, real-time analytics, and business intelligence reporting. Evaluating CRM Data-Quality Solutions Evaluate CRM solutions based on security, flexibility, scalability, interoperability, ease of use, and customization capabilities to enhance government operations effectively. Strategies for Implementing CRM Workflows in Government Implement CRM systems strategically to improve service delivery and constituent engagement, focusing on data integration and minimizing the need for complex coding during deployment. By embracing modern CRM technologies and AI solutions, governments can enhance efficiency, transparency, and citizen satisfaction, ushering in a new era of effective public service delivery. Government CRM System. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Success Story

Case Study: Grants Management-Public Sector Utility-Salesforce Public Sector Solutions and Experience Cloud

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Developing Your AI Workforce in the Public Sector

Even the most advanced and technically robust AI solutions can only achieve their full potential with a dedicated team proficient in their utilization. Developing Your AI Workforce in the Public Sector has some primary challenges. Key considerations include: This insight delves into the composition of an Integrated Product Team, strategies for assembling and overseeing AI talent, and the creation of learning programs designed to foster transformative AI capabilities. Start with People: Identifying AI Talent Survey your organization to identify existing analytics talent or teams with an analytics orientation. Although analytics and AI differ, overlapping baseline skills can be developed. Assess existing talent by identifying individuals who exhibit qualities such as supporting decisions with data, comfort with statistics and math, proficiency in creating macros in Excel, an interest in computer programming, and an understanding of technology’s role in enhancing processes. Leverage the existing pool of intelligent individuals within your organization. Some may already possess AI and ML skills, while others may have skills that can be augmented to become AI-related.  Are they in IT, in one of the business functions, or part of the Office of the Chief Experience Officer (CXO)? Augment Talent When Needed: Consider public-private partnerships to access innovation emerging from private industry, particularly when faced with challenges in attracting, training, and retaining data science talent. Bringing in outside talent or vendors may be suitable when dealing with limited use cases requiring niche skills or for quickly testing the potential benefits of an AI solution. Developing and Retaining AI Talent: Mission and Practitioner Support Ensure that AI work aligns closely with the agency’s mission, providing a unique value proposition for AI practitioners. Meaningful work and practitioner support are crucial for retaining AI talent. Retention incentives and skill development can be optimized by providing federal employees with awareness and access to AI-related training opportunities. Formal education, training programs, conferences, and exchanges with industry and academia contribute to the continuous development of AI practitioners. An important part of assessing an organization’s existing talent is acknowledging that some people may already be leveraging defined AI and ML skills. Others, however, may work in technical roles or have skills that are not directly AI related, but could easily be supplemented to become AI skills. Understanding AI Job Roles and Career Paths Identify where AI practitioners should sit within mission areas and program offices. Roles include data analysts, data engineers, data scientists, technical program managers, AI champions, project sponsors, mission or program office practitioners, project managers, and business analysts. The success of AI projects depends on the Integrated Project Team’s makeup and understanding the challenge at hand. Certainly, many agencies want to increase the AI know-how of their internal staff. However, much of the innovation emerging in the AI field comes from private industry. Public-private partnerships are often an excellent way to get more support for AI projects. Career Path: AI-focused practitioners may start as junior data engineers or data scientists, with career paths evolving based on experience and education. Senior technical positions such as senior data architects or principal data scientists may exist, indicating extensive technical experience. Management career paths can transition from data engineer or data scientist to technical program manager. Recruiting AI Talent: Competing with Private Industry While the government may not compete with private industry on salary and bonuses, it can offer interesting and meaningful work tied to company missions. Centralized recruitment and certification through the central AI resource can ensure that incoming AI talent is well-qualified and suitable for the agency’s practitioner environment. This is even more important in public sector and nonprofit organizations. Placing AI Talent: The central AI resource, with access to technical infrastructure, data, security, legal, and human capital support, can provide well-qualified candidates. Mission and business centers should coordinate closely with the AI resource to ensure that vetted candidates align with staffing needs and contribute to mission and program goals. Developing Your AI Workforce in the Public Sector Mission and practitioner support The most powerful tools for retaining government AI talent are ensuring that AI work is closely tied to the agency mission and ensuring that AI talent has the technical and institutional support to work effectively as AI practitioners. This combination forms the unique value proposition for an AI career that only federal agencies can provide, and is usually the reason AI practitioners chose government over industry and academia. Developing Your AI Workforce in the Public Sector means meeting the correct balance of opportunity, reward, and challenge. If AI practitioners love the company mission but are unable to function as AI practitioners, they are also unlikely to stay if the agency is unable to leverage their skill set. Both meaningful work and practitioner support are crucial for retaining AI talent. Developing Your AI Workforce should be started early and focused on continually. Retention incentives and skill development One way to make the best use of these usually limited incentives is to ensure federal employees have full awareness and access to AI related training and skill development opportunities. AI and data science are fields that often require a significant technical and academic background for success. However, it’s also important for people to be open-minded about who might have (most of) the relevant skills and capabilities. Developing Your AI Workforce in the Public Sector is no more or less challenging than in nonprofit or for profit industries. They should not assume that only people with computer science or statistics education are going to be appropriate for AI-centric positions. A culture that prizes and generously supports learning not only ensures the continued effectiveness of the AI workforce, but also serves as a powerful recruitment and retention tool.  The success of an AI project hinges on the composition of the Integrated Project Team (IPT). While technical expertise is undeniably crucial, the project’s failure is inevitable without a thorough understanding of the challenges to be addressed and obtaining support from the mission and program team. And we can’t emphasize enough the seriousness of the human element. This distinction

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Salesforce government and public sector solutions

Dynamic Apps and Intake Forms for Public Sector

Utilize dynamic apps and intake forms using omniscript in public sector solutions with Salesforce. Develop guided application and intake forms for constituents using Public Sector Solutions with OmniScript. This technology, part of the OmniStudio suite, empowers users to create intricate web forms effortlessly, requiring minimal or no coding. Simply drag and drop interactive elements onto the OmniScript canvas, configure their properties, and arrange them according to your preferences. Elements encompass various question input types, DataRaptors drawing on Public Sector Solutions data, and other actions. OmniScripts even support embedding other OmniScripts, facilitating the creation of guided user experiences, including application and intake forms for licenses, permits, services, benefits, and grants. Dynamic Apps and Intake Forms for Public Sector Creating a Conditional Question in OmniScript: An Example Configuring Community Profiles for OmniScript Deployment To deploy an OmniScript from a Community, adjust sharing settings and profile access as follows: Applying Best Practices for OmniScript Design and Performance Design Best Practices: User Interface Best Practices: User Experience Design Principles: Performance Best Practices: Client-side: Server-side: Understanding OmniScript and Salesforce Flow Differences OmniScript, part of the OmniStudio suite, allows the creation of dynamic, code-free forms, providing a responsive single-page experience. Salesforce Screen Flow, on the other hand, is a type of Flow used to enhance user experiences. OmniScripts are UI-first designers, emphasizing visual and interactive components, while screen flows focus on process-first design. OmniScripts offer web analytics integration, low-code API consumption, and advanced data transformation capabilities, making them valuable for consumer-facing and partner-facing contexts. They utilize Integration Procedures and DataRaptors for data consumption. This insight emphasizing the importance of understanding these differences and utilizing the best practices outlined for optimal performance and design. Like1 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more

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Advances in Public Sector Solutions

Salesforce Announces Advances in Public Sector Solutions

Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Public Sector Solutions

Get a Public Sector Solutions Trial Salesforce Org

Explore Public Sector Solutions, purpose-built applications crafted on the world’s most reliable CRM, tailored to assist public sector organizations in fostering and sustaining vibrant communities. Public Sector Solutions Trial Salesforce offer is your chance to test drive the PSS SFDC platform. Public Sector Solutions Trial Salesforce Gain hands-on experience through a comprehensive trial of Public Sector Solutions, designed for proof of concept and guided exploration. These trial organizations have a 30-day lifespan and encompass pre-enabled features, including: Access a specialized solution empowering governments and public agencies to enhance digital service delivery. The free trial includes: Visit the Salesforce Public Sector Solutions Trailhead [link] for more details. Why Invest the Time in a Free Trial? Designed for proof of concept and guided exploration, these trial organizations have a 30-day lifespan. These solutions are particularly beneficial for state and local, federal, and tribal agencies seeking a rapid deployment of a flexible and scalable platform. This platform aims to modernize constituent services, such as licensing, permitting, and inspections, while expediting crisis response efforts to swiftly restore communities to well-being. For additional information, contact your Salesforce Account Executive or Tectonic. Like2 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more

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Which Industries Use Salesforce

Which Industries Use Salesforce?

Salesforce’s comprehensive industry solutions cater to specific needs across a wide array of business sectors, making it a crucial tool for businesses seeking tailored CRM solutions. Its adaptability and industry-focused approach have contributed to its widespread adoption across various domains.

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What is GovSlack

What is GovSlack?

GovSlack: Streamlined, Secure Collaboration for Government GovSlack brings together your team, tools, and partners into one secure platform, specifically designed to meet government regulations for processing and storing sensitive data. By integrating GovSlack, organizations can eliminate internal and external communication silos while empowering employees with the flexibility to excel in their roles. What is GovSlack?GovSlack is a tailored version of Slack that allows agencies, contractors, citizens, and partners to collaborate in a centralized, secure workspace. It complies with the strictest security and operational standards required by public sector clients. Is Slack FedRAMP approved?Yes, Slack holds FedRAMP Moderate authorization to meet public sector compliance needs. GovSlack goes further, earning FedRAMP JAB High authorization and is actively pursuing DoD CC SRG IL4 compliance to cater to defense sector clients. Does the federal government use Slack?Security is crucial for public sector agencies and their partners. Federal agencies trust Slack as their secure digital HQ, helping teams from the U.S. Department of Veterans Affairs to the GSA’s 18F office enhance collaboration while meeting stringent data privacy requirements. GovSlack Key FeaturesGovSlack, launched in July 2022 after extensive testing and feedback from government clients, offers several features to ensure secure and compliant collaboration: GovSlack integrates seamlessly with other government-specific tools such as Salesforce Government Cloud Plus, creating a powerful CRM and collaboration ecosystem to accelerate agency goals and improve constituent services. Case Study: Army Software Factory (SWF)The Army SWF, using agile methods to upskill soldiers and develop cutting-edge digital solutions, required a flexible and secure collaboration platform. By adopting GovSlack, they fostered improved collaboration without compromising compliance with stringent DoD policies. Partner IntegrationsLeading companies such as Lockheed Martin and Box are leveraging GovSlack to streamline collaboration while maintaining compliance with federal regulations. For example, Lockheed Martin is using GovSlack to manage projects with government partners while ensuring sensitive data remains protected. ThoughtsGovSlack is built for secure, government-specific collaboration, providing agencies and their partners with the flexibility to work more effectively while meeting compliance needs. By integrating with key tools and offering enhanced security features, GovSlack supports the digital transformation efforts of public sector organizations across the globe. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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