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
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
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
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
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
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
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
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
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
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
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
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
