Salesforce Public Sector Solutions enhances the efficiency of licensing, permitting, and inspection processes. From online application submission to automated review and approval, the platform streamlines every step, ensuring a seamless experience for both government agencies and constituents.
At the core of these processes are two key application types, represented as objects:
- Business License Application – Used by prospective business owners to register a new business and obtain the necessary licenses and permits.
- Individual Application – Initiated by individuals for professional licensing, home renovations, marriage licenses, fishing permits, parking permits, and more.
Constituent Accounts and Business Representation
Each applicant is represented by an Account object:
- Business Accounts represent businesses applying for licenses.
- Person Accounts represent individuals applying for permits or personal licenses.
- Dual Accounts – A business owner can have both a business account and a person account.
Business accounts store essential details such as company name, URL, addresses, number of employees, industry, and more. They are closely linked to:
- Contact Object – Captures details of individuals associated with the business.
- Business Profile Object – Stores business-specific information, including structure, operating name, and tax ID.
Together, these objects provide a comprehensive view of the business and its stakeholders.
Application Submission and Processing
Constituents apply for licenses and permits through an Experience Cloud portal. The application process is built using OmniStudio, which facilitates guided, interactive user experiences.
- OmniScripts temporarily store form data in the Preliminary Application Reference object.
- Data Mapper transfers the submitted data into the appropriate Business License Application or Individual Application object.
Regulatory Authorities and Compliance
Licensing and permitting are governed by regulatory authorities, each with specific requirements. These entities and their rules are structured within Public Sector Solutions using various objects:
- Regulatory Authority – Represents agencies that issue licenses and enforce regulations.
- Regulatory Authorization Type – Defines different types of licenses and permits.
- Business Regulatory Authorization Type – Establishes relationships between business types and required licenses.
- Regulatory Code – Stores legal and compliance requirements (e.g., fire safety codes for businesses).
Example:
The Board of Barbering and Cosmetology (Regulatory Authority) grants:
- Establishment License (Regulatory Authorization Type) for operating a salon.
- Sanitation and Hazardous Chemicals Compliance Code (Regulatory Code) for safety enforcement.
Inspections, Violations, and Fees
Government agencies inspect businesses and residences to ensure compliance. The inspection process involves:
- Visit Object – Tracks inspector visits, including date, purpose, and location.
- Regulatory Code Assessment Indicators – Define compliance markers (e.g., proper chemical storage in a salon).
- Regulatory Code Violation – Records infractions identified during inspections.
- Violation Enforcement Action – Details follow-up actions for non-compliance.
- Regulatory Transaction Fee – Defines fees associated with violations.
Junction objects facilitate many-to-many relationships, ensuring regulatory codes, violations, and assessment indicators are interconnected.
Managing Multiple Licenses and Dependencies
Many businesses require multiple permits, often issued in a specific sequence. The Business Regulatory Authorization Type Dependency object manages these dependencies, allowing agencies to enforce structured licensing processes.
For example, a restaurant may require:
- A Business License
- A Food Service License
- A Health Permit
- A Liquor License (if serving alcohol)
The Experience Cloud portal displays these dependencies, enabling businesses to understand and complete the necessary steps efficiently.
Streamlined Inspections with Action Plans
Public Sector Solutions enhances inspector efficiency with Action Plans, which outline predefined tasks for each inspection.
- Action Plan Templates standardize common inspections.
- Assessment Indicators define compliance parameters.
- Inspection Assessment Indicators establish criteria for evaluating compliance.
- Signature Tasks allow inspectors to acknowledge completed assessments.
Handling Public Complaints
Public complaints against businesses are managed within the Public Complaint object. Complaints trigger regulatory investigations involving:
- Visits
- Regulatory Code Violations
- Follow-up Enforcement Actions
By integrating these elements, Public Sector Solutions ensures that licensing, permitting, and regulatory compliance processes are efficient, transparent, and easily managed.
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