One effective way to accomplish this is by using the Document Matrix element in Discovery Framework–based OmniScripts. This approach allows you to streamline the assessment process and ensure that the advisor uploads the correct documents.
Licensing, Permitting, and Inspections Inspections are a crucial part of the licensing and permitting process, whether they involve a new home, a business seeking to open, or a follow-up based on a public complaint. Licensing and Permitting with Salesforce Public Sector Solutions aids in the critical steps in the process. Inspections can also be used independently for other assessments related to regulatory requirements, safety, and auditing. Assignments Inspections can be assigned with just a few clicks. The application reviewer or inspection dispatcher can quickly designate an inspector and schedule the visit. Mobile Inspections Public Sector Mobile Inspection automatically notifies inspectors of their daily visit plans on their mobile devices. Inspectors can use filters to view other days or prioritize tasks based on urgency and status. Inspector Checklists Configurable inspection checklists help ensure that inspectors don’t miss any steps during their onsite visits, enhancing community safety and reducing the need for follow-up inspections. Assessment Indicators Inspectors document compliance or violations against regulatory codes using configurable fields. They can also upload files, videos, or pictures from their mobile devices to support their assessments. Regulatory Codes Inspectors can easily reference relevant regulatory codes to verify their assessments, ensuring accuracy and compliance. Digital Signatures Digital signatures are captured on-site, eliminating the need for additional paperwork and streamlining the inspection process. No more emails, stamps, or standing in line. Enforcement Compliance officers can follow up on violations and create enforcement actions to ensure that stakeholders address any oustanding issues. Unified View Government agencies can access a unified 360 degree view of all relevant information in one place, enabling them to track resolution progress and assess final compliance. Experience Portal Throughout the process, stakeholders can stay informed about the status of their inspection and communicate with agency employees to ask questions or provide updates. Salesforce Experience Cloud provides an easy to apply solution to a constituent portal. Licensing and Permitting with Salesforce Public Sector Solutions With Salesforce Licensing and Permitting you can download and install process libraries that contain components for automating licensing and permitting workflows saving more time. Public Sector Solutions provides OmniScript flows and components that automate these licensing and permitting workflows. Some components are available directly in Public Sector Solutions; others are not built-in and require that you download them from GitHub. 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
Model Support Programs with Education Cloud The Education Cloud Student Success and Mentoring apps empower educational institutions to design, plan, and deliver non-scholastic services that support each learner’s journey. From career counseling to mentoring, these apps provide the tools needed to manage a wide range of support programs effectively. Defining and Managing Support Programs Educational institutions often run various support programs to enhance learners’ experiences, such as a job placement program that offers career counseling, resume workshops, aptitude assessments, mock interviews, and corporate connect events. With the Student Success and Mentoring apps, Education Cloud provides robust program management features that allow institutions to scale these initiatives efficiently. For more information, see Get Started with Program Management. Through these apps, directors and facilitators can model programs and define the associated benefits. When an advisor adds these benefits to a learner’s care plan, the learner is automatically enrolled in the respective programs. Mentoring facilitators can also connect learners with mentors. Available benefit types include: Note: It’s essential to define the unit of measure for each benefit type to avoid errors when creating benefits. For guidance, see Define Units of Measure for Program Management. Creating and Managing Support Programs In the Student Success and Mentoring apps, you can easily create programs, enroll learners, and manage benefits through workflows accessible from the dropdown navigation menu. For a deeper understanding of the program management process, see Program Management Workflow. To create a support program: An advising program might include an advising benefit. When a learner enrolls, they are automatically assigned to an advising benefit, allowing them to schedule an appointment with a success team member. The system updates the benefit disbursement status based on the appointment. Automating Program Enrollment Processes Education Cloud offers integration procedures, flows, and invocable actions to automate program enrollment processes. For example: Note: A program enrollment record can be created regardless of the program’s status. Implement restrictions as needed in your org. Creating Assessments for Program Enrollment To understand learners’ requirements during program enrollment, create assessment questions: Setting Up Advising Programs Create an advising program that runs an assessment when learners enroll from the portal: Learners can schedule appointments with assigned case team members directly through the learner portal, ensuring they receive the support they need. By leveraging Education Cloud’s Student Success and Mentoring apps, institutions can create, manage, and scale support programs that effectively address the unique needs of each learner. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more
In Summer ’24, OmniStudio (when the Managed Package Runtime setting is disabled) supports features from OmniStudio for Vlocity, including filling address fields in omniscripts with Google Map data, using Salesforce private connect for HTTP actions in integration procedures, and choosing whether to merge entries within a list in an integration procedure list action. Also, DataRaptor is now Omnistudio Data Mapper. For Winter ’25 upgrades, disable New Order Save Behavior. To prepare for future releases, remove organization and profile standard objects from data mappers, remove OmniStudio components with unlocked packages, and check the impact of the date change in the ADDDAY function return. Salesforce OmniStudio Summer 24 Release Notes. 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
Explore the array of tools and components tailored for caseworkers, case managers, and other professionals to comprehend constituents’ needs and deliver exceptional customer service. Constituent Service Toolkit in Public Sector Solutions Public Sector Solutions offers a comprehensive suite of components, tools, and features designed to enhance the efficiency of caseworkers and other staff in addressing constituents’ concerns and issues. These tools provide valuable context for interactions with constituents and streamline actionable tasks, offering flexibility for customization to address diverse scenarios. Constituent Service Toolkit in Public Sector Solutions Whether handling inquiries about business license applications, social service benefits, or managing complaints and child welfare concerns, these tools empower users to efficiently navigate and resolve constituent service issues. Public Sector Solutions goes a step further by presenting a curated selection of these tools on a dedicated Lightning record page, facilitating a seamless start for users in utilizing these resources. Customize the page according to your agency’s specific needs, with limitless possibilities. Constituent Service Toolkit: Elevate customer service for constituents by providing tools that enhance the efficiency and effectiveness of caseworkers, case managers, and other users. Complete Common Service Tasks in Context with Action Launcher: Empower intake agents, caseworkers, and other users to access common service tasks through the Action Launcher Lightning web component. This tool allows users to perform tasks such as identity verification, referral intake, email communication, or call logging with a simple menu selection. Tailor the Action Launcher to meet specific needs and integrate it into frequently accessed record detail pages for quick and context-aware responses to constituent concerns. Protect Constituent Privacy and Reduce Fraud with Identity Verification and Audit Trail: Prioritize constituent privacy by implementing a flow to verify their identity before sharing sensitive information. Agents and service representatives can initiate this flow during phone calls, through messaging channels, or in person. Utilize the Audit Trail to monitor engagement interactions, analyze patterns, and detect potential fraud associated with identity verification. Receive Alerts on Records That Need Action: Stay informed about account and application records requiring attention with the Record Alerts component. Caseworkers, application reviewers, and other users receive notifications about person accounts, business accounts, or individual application records that demand action. The component organizes alerts by categories like type, priority, and severity, allowing users to dismiss or snooze alerts as needed. Deliver Service to Constituents from a Dedicated Account Lightning Record Page: Enhance caseworkers’ efficiency by providing relevant information and service tools through a dedicated Lightning record page for accounts. Key details about constituents are showcased through the Account card and Timeline component. The Action Launcher and Alerts components enable users to initiate common service actions and address pending record alerts. The Interaction Summary tab allows users to document notes from conversations and engagements with constituents. Create Start-to-Finish Automation to Address Service Requests from Constituents with Service Process Studio: Leverage Service Process Studio to design automated processes that efficiently respond to service requests from constituents, from intake to resolution. Utilize data attributes, OmniScript forms, Apex classes, and record-triggered flows to create automation for processing service requests, including tasks like updating a constituent’s address. Integration definitions enable seamless connectivity between service processes and external systems. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more
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
Implementing dynamic assessments ensures the accurate and comprehensive execution of inspections, investigations, and evaluations, delivering a thorough service to both public sector employees and constituents. Salesforce public sector solutions continually improve and dynamic assessments are one of those tools. Design dynamic assessments that offer flexibility and control to inspectors, caseworkers, and compliance officers engaged in complex processes such as business or residence inspections for license or permit issuance. Beyond a simple checklist, dynamic assessments involve detailed questions and tasks incorporating conditional logic and dependencies. This approach ensures that every inspection conducted by your agency is meticulous, taking into account safety, legal requirements, and regulations. For instance, consider a constituent applying for a salon permit. A site visit by an inspector is necessary to verify compliance with safety requirements, like having fire extinguishers. However, the number of extinguishers required depends on the salon’s size. Dynamic assessments guide inspectors through questions and tasks, accounting for these dependencies, ensuring a comprehensive and accurate inspection. The time saved by eliminating the need for re-visits with dynamic assessments is worth the investment alone. Dynamic assessments can be performed for various objects, including Account, Business License Application, Care Plan, Case, Contact, Custody Item, Custom Objects, Funding Award, Funding Award Requirement, Individual Application, Program, Public Complaint, and Visit. Based on the Discovery Framework, dynamic assessments use a data model enabling data collection through OmniScript forms and policy validation. To set up dynamic assessments in Public Sector Solutions, create and assign a permission set. Group assessment questions into categories such as Demographic, Financial, Inspection, and Complaint Observations to meet different needs. Include assessment questions in your inspection checklist, and display the Assessments component on Lightning pages and the Assessments tab on record pages for relevant objects. In the field, inspectors can view associated regulatory codes, providing transparency and context during assessments. Record violations related to assessment questions by associating them with violation types, offering a comprehensive view of observed violations. Capture repeatable assessment tasks in action plan templates for inspections, investigations, and evaluations. Create action plans based on templates and associate them with specific records, such as business license applications. Utilize the Inspection Management app for Dynamic Assessments, guiding users through omni assessment tasks with conditional logic for inspections related to business license applications, individual applications, care plans, and public complaints. By default, Public Sector Solutions includes the categories Demographic Financial A couple of additional categories are useful, so Tectonic recommends adding them now. Inspection and Complaint Observations. Contact Tectonic today to learn more about public sector solutions from Salesforce. Like2 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
Show the permits that are required for a business type, including details about permit dependencies. Show Required Permits on the Constituent Panel. Your Salesforce Public Sector Solution has you covered. Publish dynamic forms on a public portal, where constituents can easily submit and track applications for individual and business licenses and permits. Review and approve applications using automated processes that ensure integrity and consistency across the workflow. The Permits page that’s provided with the Licenses And Permits site template allows constituents to search for and see the licenses and permits that are required for different types of businesses. It includes the Permits component, which shows a list of all business regulatory authorization types and dependencies defined in your Public Sector Solutions org. No site configuration is required for the Permits page, although you can customize its title and description in the Rich Content Editor. To include the Permits component on another site page, drag it to that page from the Components panel. Show Required Permits on the Constituent Panel Part of the Salesforce Public Sector Solutions offering. For more information, contact Tectonic today. Helping you transform the delivery of public services with flexible, secure e-government tools that support both sides of the service counter. See how Public Sector Solutions broadly supports agencies engaged in licensing, permitting, inspections, emergency response, social and human services, grants management, and more. Salesforce offers a free trial of the public sector solutions Salesforce product. Public Sector Solutions Data Model Understand the relationships between objects in Public Sector Solutions. Public Sector Solutions uses a suite of standard Salesforce objects to structure and store data related to licensing and permitting, inspections and assessments, case and program management, benefit management, grantmaking, and other features. To better understand how features work, it helps to look at the data models, which are graphical representations of collections of objects and their relationships. For data models of Public Sector Solutions features, see Salesforce developer documentation. Create guided application and intake forms for Public Sector Solutions constituents that ask questions based on previous responses. OmniScript, part of the OmniStudio suite of automation services, components, and objects, lets you create complex, dynamic web forms with little or no code. Simply drag interactive elements from a Build panel onto an OmniScript canvas, arrange them as desired, and configure properties that define how the element shows, what it does, and how it works. Elements can include a wide array of question input types as well as DataRaptors, which draw on data from your Public Sector Solutions org, and other actions and functions. OmniScripts can even include other OmniScripts.Use OmniScripts to create guided user experiences including application and intake forms forlicenses, permits, services, benefits, and grants. 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
What are Salesforce Public Sector Solutions? Dynamic Forms for Public Sector are a part of a suite of tools Salesforce developed specifically for the public sector and government organizations. Salesforce Public Sector Solutions represent a groundbreaking approach to enhancing the delivery of public services. These solutions provide flexible and secure e-government tools that facilitate interactions on both sides of the service counter. Public employees and administrators engage in a wide array of transactions daily, spanning online and in-person activities. Key Features and Considerations: General Considerations: General Tips: Mobile Tips: 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 Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Salesforce Scheduler Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for Read more
Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents to providers using guided flow. Implementation of this feature is relevant in Lightning Experience within Enterprise, Performance, Unlimited, and Developer editions where Public Sector Solutions are enabled. Provider Referral The provider referral guided flow optimizes how caseworkers communicate pertinent information to service providers, encompassing details such as required services, necessary documentation, and other crucial information for efficient service delivery. Government agencies often become aware of constituents in need when they apply for benefits or when concerns are reported or referred to the agency. Caseworkers play a vital role in understanding constituent issues, identifying suitable benefits and services to enhance well-being, and referring constituents to other agencies or providers as necessary. Caseworkers carry out various tasks when referring constituents to providers, including reviewing benefit applications, assigning benefits to eligible constituents, and searching for certified providers to deliver the required benefits. If certified providers are not available, caseworkers may refer constituents to another agency or provider offering the necessary services. Refer constituents to providers using guided flow The provider referral guided flow assists caseworkers in efficiently sharing pertinent information with providers during the referral process. This flow facilitates tasks such as including constituent and provider information from records, entering referral details, describing required services, attaching relevant documents, and sharing additional information through service-specific PDF templates for customization by the provider or agency. Upon completion of the flow, a referral is created, and documents, along with filled PDF templates, are attached and shared with selected providers or agencies. Providers and agencies then utilize the shared information to determine their capacity to serve referred constituents. The Provider Referral flow is presented as an OmniScript guided flow, allowing customization of the OmniScript and associated OmniStudio components to align with specific programs and processes. Additionally, create fillable PDF templates to share tailored information with providers for the services delivered to constituents. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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
OmniStudio in Salesforce offers significant advantages over traditional custom code and Lightning Web Components (LWC), providing a low-code development platform that accelerates application development, simplifies maintenance, and reduces costs. Why Do We Use OmniStudio in Salesforce? OmniStudio enables Salesforce organizations to achieve the following: Moreover, OmniStudio facilitates integration with enterprise data and external applications, simplifying the incorporation of diverse data sources into Salesforce environments. OmniStudio Action in Salesforce refers to its capability to rapidly develop and deploy digital-first experiences tailored to specific industries and channels. It enhances Salesforce’s ecosystem by extending functionality through its suite of tools. Differences Between OmniStudio and Vlocity: OmniStudio is developed by Salesforce and serves as an integrated low-code development environment within Salesforce’s platform. In contrast, Vlocity was a separate company offering industry-specific cloud and mobile software solutions built on the Salesforce platform before its acquisition by Salesforce. Vlocity solutions were deeply integrated but maintained a distinct focus on specific industry needs. Differences Between LWC and OmniStudio: While LWC involves traditional coding for building applications, providing flexibility and control over customization, OmniStudio operates within a visual development environment that emphasizes rapid application development without extensive coding. OmniStudio thus prioritizes speed and ease of use over the granular control offered by LWC. Disadvantages of OmniStudio: While OmniStudio simplifies development and maintenance, organizations must carefully manage project architecture and component naming conventions to avoid complexity and ensure project clarity. Additionally, older component versions may become obsolete if not managed properly within Salesforce’s development lifecycle tools. In summary, OmniStudio in Salesforce represents a robust toolset for organizations seeking agile application development and enhanced digital experiences without the overhead of extensive custom coding. 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
With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. When it comes to Salesforce Document Generation, you have several options. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Can Salesforce create documents? To create a document from the Global Actions menu, an admin must add the New Document global quick action to your publisher layouts. , and select New Document. Add content to your new document. You can @mentions users, documents, spreadsheets, folders, Salesforce data mentions, checklists, and more. Is S-Docs free? The free version of S-Docs allows you to create two templates without any restrictions on the number of Salesforce users. They are production ready and do not have an expiration date. The online resources are available for all support related questions. Is Conga Composer free? No, but there is a free trial. Conga Composer automates tedious business processes to get work done faster and easier in Salesforce. Can Salesforce generate forms? Salesforce has two basic features for creating specific forms. Third-party software makes it easy for you to create branded upload pages, multi-page forms, and a wide variety of documents. Salesforce Web-to-lead feature. Salesforce Web-to-case feature. Like2 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
Salesforce Nonprofit Cloud is a comprehensive Customer Relationship Management platform covering donor management, grant-making, fundraising, program management, and marketing. It empowers nonprofits to measure, track, and update data across all aspects of their operations, driving growth and success through data-driven decisions. The nonprofit sector is challenged by limited manpower and any economic downturns. Salesforce Nonprofit helps your organization accomplish more with less staff and use predictive analytics to focus on donors who are the most likely to respond to your messages. Create efficiency with data and insights and effectively scale and deliver your mission. Learn about the secure, flexible platform built for and used by over 50,000 nonprofits. What’s Encompassed in Nonprofit Cloud Nonprofit Cloud integrates features and products harnessed from the robust Salesforce platform, offering expedited and streamlined access to Salesforce’s array of innovative products and services. The Salesforce Platform The cornerstone of Nonprofit Cloud, the cloud-based Salesforce platform, inclusive of Service Cloud and Sales Cloud, is an integral part of the product. This platform furnishes relationship management, collaboration, integration, and data insight capabilities, providing a comprehensive 360-degree view of constituents. This enables more effective service delivery, management, and interaction. Additionally, the platform complies with stringent data security regulations, facilitating swift deployment and scalability. Nonprofit Cloud Data Model The Nonprofit Cloud data model encompasses Constituent Management, Fundraising, Program Management, Case Management, and Outcome Management. Constituent Management provides essential information for a holistic understanding of constituents, managing intricate relationships and visualizing their connections. Fundraising tools empower donor engagement, fund acquisition, and strategic planning with data-driven insights. Program Management enhances productivity, eliminates data silos, and facilitates timely decision-making. Case Management supports participant achievements by offering a comprehensive view of each participant, enabling personalized experiences. Use Outcome Management to define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs. The Toolkit Nonprofit Cloud includes a toolkit featuring components and tools that leverage the platform and data model. OmniStudio, Action Plans, Actionable Relationship Center (ARC), Business Rules Engine, and other components, services, and tools automate paper-based and cumbersome processes. For instance, dynamic questionnaires can be created to expedite intake and referral processes. Experience Cloud for Nonprofits and Nonprofit Cloud for Grantmaking Extend beyond the Nonprofit Cloud data model with Experience Cloud for Nonprofits or Nonprofit Cloud for Grantmaking. Experience Cloud for Nonprofits offers a secure online portal for collaborating with external users. Site users can access and interact with cases, programs, and benefits, with customizable access to objects and features based on business requirements. Nonprofit Cloud for Grantmaking incorporates grant and budget management features. The Grantmaking data model supports the entire grant life cycle, including creating funding opportunities, managing applications and reviews, and tracking grant applicant budgets and results. Use Outcome Management with Nonprofit Cloud to track: If you are a nonprofit organization looking for a platform to make your mission easier, contact Tectonic today to learn more about Salesforce Nonprofit Cloud. 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
