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Salesforce Success Story

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State.     PROBLEM SOLUTION RESULTS 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

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Salesforce Success Story

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Citizen Engagement for Tribes Salesforce Tribal Government MuleSoft Experience Cloud Health Cloud Public Sector Solutions (PSS) Health Cloud Experience Cloud Tribal Nation Solutions MuleSoft Marketing Cloud salesforce tribal government mulesoft Industry: Tribes – Government & Healthcare PROBLEM: SOLUTION: Implementation of Salesforce Public Sector Solutions (PSS), Health Cloud, Experience Cloud, Marketing Cloud & MuleSoft: RESULTS: Like1 Related Posts 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 Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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Salesforce Nonprofit Cloud

Easily Refer Constituents to Providers by Using a Guided Flow

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

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Caseworker Productivity Dashboard

Caseworker Productivity Dashboard in Salesforce

Gain Insights into Caseworker Efficiency and Community Impact Leverage Caseworker Productivity analytics to effectively manage workloads and make data-driven staffing decisions based on caseloads and case patterns. Provide supervisors with valuable insights into caseload distribution, caseworker performance, and case processing times to enhance overall caseworker productivity and efficiency. Visualize the community impact of your team by showcasing the number of beneficiaries assisted and the total benefits disbursed. Where: This enhancement is applicable to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with enabled Public Sector Solutions. Case Management Reports and Dashboards Utilize reporting functionalities to extract meaningful data regarding Clients and Programs. You can duplicate reports, filter them to include the Clients and Programs under your management, and subsequently add them to personalized dashboards for efficient progress tracking. Case Management comprises three report folders: Case Management Reports, Program Management Embedded Reports, and Program Management Reports (Unpackaged). Access to reports can be controlled through folder sharing to manage permissions effectively. Caseworker Productivity Dashboard The Case Management Reports folder includes reports such as: The Program Management Embedded Reports folder encompasses reports like: The Program Management Reports (Unpackaged) folder incorporates reports like: Access Case Management Reports To access Case Management reports: View Dashboards Two dashboard folders under Case Management include the Contacts Who May Require Followup and Intake Summary dashboards. In the Program Management Dashboards folder, you’ll find the Sample Program Management and Program Management Home Page dashboards. The Contacts Who May Require Followup dashboard incorporates reports such as: The Intake Summary dashboard encompasses reports like: The Sample Program Management dashboard includes reports like: The Program Management Home Page dashboard incorporates reports such as: To view Case Management dashboards: When you install the caseworker productivity analytics app via Guided Setup, the auto-install process seamlessly adds the Workload Management Analytics dashboard to the Public Sector: Benefit Management app. To make the Case Analytics dashboard accessible to users, embed it in the case record page after the auto-install process completes. Caseworker Productivity Dashboard has Intake Summary Dashboards. Like1 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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 Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more

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Improving Public Sector Employee Experience

Improving the Public Sector Employee Experience with Salesforce

Confronted with the ever-evolving challenges of a dynamic workforce, the public sector, much like its private counterparts, grapples with transformations brought about by the pandemic, remote work, health issues, retirements, and cyber threats.  Improving Public Sector Employee Experience with Salesforce helps. Improving Employee Experience with Salesforce to Prevent the Great Resignation and Quiet Quitting As the “new normal” emerges, organizations anticipate persistent issues related to employee engagement and retention, including the growing phenomenon known as the “Great Resignation.” This surge in resignations presents a potential crisis, intensifying the competition for talent amid a rise in open positions and governmental constraints. And now we have employees who are “Quiet Quitting.”  Quiet quitting refers to doing the minimum requirements of one’s job and putting in no more time, effort, or enthusiasm than absolutely necessary. The Solution? The key to attracting and retaining top talent involves reimagining staffing functions and prioritizing the overall Employee Experience. Like private enterprises, successful recruitment often hinges on employee referrals and positive ratings. Digital enablement and modernization play a critical role in meeting employee expectations shaped by consumer experiences. Public servants frequently encounter challenges in accessing information, navigating siloed communication, and dealing with paper-based processes, emphasizing the need for efficient, digitally-enabled systems. With the expansion of remote work, well-designed systems become crucial in determining employee engagement and fostering connected experiences that enhance loyalty, morale, and retention. Even small changes can significantly enhance the employee experience, from recruitment to the end of service. Aligning dispersed teams and fostering collaboration in a remote work environment requires a digital headquarters that connects teams, tools, customers, and partners. Improving Public Sector Employee Experience Providing a welcoming and efficient onboarding process for new hires and facilitating knowledge sharing through digital platforms contribute to a positive employee experience. Digital technology, resembling a searchable knowledge base, empowers employees to find answers quickly. A customer-centric employee experience, utilizing technology like Employee Concierge, ensures immediate access to essential information, promoting efficiency in a modern digital age. Features such as global search and automated workflows, supported by tools like Salesforce Bots, enhance accessibility and streamline support processes. Robotic Process Automation (RPA) can reduce repetitive tasks, allowing staff to focus on more complex problem-solving. Transforming paper processes into dynamic, digital experiences enhances accessibility and efficiency. Utilizing data for diversity, equity, and inclusion (DE&I) initiatives is crucial. Integrating modern platforms for data analysis provides insights into workforce demographics and HR processes. People Analytics strategies, including the use of tools like Tableau for visualization, aid in identifying diversity gaps and developing effective solutions. Overall, a strategic focus on the Employee Experience and leveraging modern technologies can help public sector organizations effectively navigate workforce challenges. From Experience Cloud for engagement to a Service Cloud Knowledge Base for ease of information, Salesforce has many tools to help improve the public sector employee experience. Contact Tectonic today to explore Public Sector, Government, and Tribal solutions. Like1 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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 Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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Salesforce Success Story

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. 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

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Revolutionizing Public Sector Efficiency

Revolutionizing Public Sector Efficiency

Salesforce: Transforming and Revolutionizing Public Sector Efficiency Salesforce, known worldwide as the premier CRM solution, continues to innovate with its adaptable features tailored to diverse audiences. It excels in delivering cutting-edge solutions, addressing unique needs across various industries and sectors. Particularly, the public sector stands to gain substantial benefits from Salesforce’s capabilities, offering a suite of solutions poised to optimize operations within any public office setting. Understanding the Role of Salesforce in the Public Sector The public sector encompasses the administrative segment responsible for managing essential citizen concerns at state, local, federal, and governmental agency levels. While carrying out critical tasks, these entities can significantly enhance efficiency with the right tools. Salesforce is dedicated to optimizing and streamlining processes within the public sector, recognizing its vital importance. Government offices face similar expectations to private enterprises, with citizens anticipating service quality on par with commercial experiences. Therefore, public entities must deliver efficiency, agility, and direct engagement to demonstrate proximity to the populace. In response to these expectations, Salesforce has developed a range of solutions tailored to the specific demands of the public sector. Revolutionizing Public Sector Efficiency Salesforce’s offerings for the public sector include meticulously crafted applications designed to meet its unique requirements. These flexible and secure e-government tools aim to revolutionize the sector’s experience, providing a comprehensive view of citizens and enhancing the efficacy of public employees. By simplifying processes and fostering innovation, these solutions drive efficiency at both organizational and individual levels, facilitating smoother operations. Integrated into Public Sector Solutions, these offerings leverage Salesforce’s standard functionalities and Service Cloud capabilities. Additionally, they enable the creation of an Experience Cloud site, allowing citizens seamless access to government services. Known as a Citizen Portal. Some of the available solutions cater to general tasks managed by public sector agencies, including: Thanks to these solutions, citizens can effortlessly navigate various processes, such as applying for licenses or permits. Through an online portal accessible at all times, individuals can interact seamlessly with public service agencies. Intelligent forms dynamically adjust based on user input, simplifying the submission process. From an employee standpoint, work processes are streamlined, with all citizen requests conveniently consolidated in one location. The system offers recommendations to guide employees, simplifies task delegation, and ensures seamless collaboration across departments. Key Advantages of Salesforce Solutions for the Public Sector Salesforce solutions offer numerous advantages to the public sector, aligning with citizens’ and employees’ current demands. These include: Salesforce emerges as an invaluable ally in the public sector’s modernization journey, transforming processes to be more agile and efficient. For organizations seeking to implement Salesforce solutions tailored for the public sector, the Tectonic team stands ready to assist. In the ever-evolving landscape of public administration and government services, the need for advanced, secure, and user-friendly technology solutions has never been more crucial. Enter Salesforce Public Sector Cloud—a dynamic platform designed to transform how government agencies engage with citizens, deliver services, and drive efficiency in their operations. Overview of Salesforce Public Sector Cloud: Salesforce Public Sector Cloud is a specialized offering tailored to meet the unique needs of government entities at all levels. Whether it’s federal, state, or local government agencies, the platform is engineered to enhance collaboration, streamline processes, and ultimately improve the delivery of public services. Key Features and Capabilities: Real-World Impact: Several government agencies have already embraced Salesforce Public Sector Cloud, realizing tangible benefits in their day-to-day operations. From improved citizen satisfaction to streamlined internal processes, the impact of this cloud solution is evident across various use cases. Challenges and Considerations: While Salesforce Public Sector Cloud offers numerous advantages, it’s essential to consider potential challenges. These may include customization complexities, data migration issues, and the need for comprehensive training for government personnel. A thoughtful and well-executed implementation strategy is crucial to overcoming these challenges. Salesforce Introduces Public Sector Einstein 1 for Service: Salesforce today announced Public Sector Einstein 1 for Service, including CRM, trusted AI, and data capabilities. What’s new in compliance: Salesforce also now offers several Federal Risk and Authorization Management Program (FedRAMP) compliant tools to help government agencies drive efficiency and productivity while meeting regulatory requirements. These tools include:  Content updated April 2024. 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 Announces Public Sector Compliance Certifications

Salesforce Announces Public Sector Compliance Certifications

Salesforce’s new Government Cloud certification marks a significant step for the U.S. Department of Defense in embracing cloud technology for secure app development and deployment. This certification enables government agencies to harness Salesforce’s suite of tools including CRM, AI, automation, and data management, thereby enhancing staff productivity, reducing operational costs, and fostering citizen engagement. Salesforce Announces Public Sector Compliance Certifications. Today, Salesforce introduced enhanced capabilities and compliance certifications for Customer 360 in the Public Sector. These advancements empower government organizations to modernize their services with tailored features designed to meet rigorous compliance standards within a unified, automated, and intelligent platform. Addressing compliance concerns: As digitalization becomes increasingly prevalent in government operations, ensuring security remains paramount. With over half of government employees reporting increased digitization and a rise in security threats, Salesforce’s Government Cloud Plus – Defense achieves DISA Impact Level 5 provisional authorization. This accreditation enables the U.S. Department of Defense and authorized defense contractors to leverage Salesforce for their mission-critical tasks. Furthermore, Government Cloud Plus already holds FedRAMP High and DISA Impact Level 4 authorizations, permitting federal and local government agencies to develop and deploy apps containing controlled unclassified information. Dave Rey, President of Global Public Sector at Salesforce, underscores the significance of these compliance certifications. He states, “With these compliance certifications, Salesforce continues to demonstrate commitment to meet the evolving U.S. government security needs.” Rey emphasizes the transformative potential of these environments, enabling the U.S. DoD to expedite digital transformation initiatives with the aid of CRM, data management, and automation tools, thereby enhancing operational efficiency on a significant scale. Salesforce Announces Public Sector Compliance Certifications The need for Customer 360: With post-pandemic labor and budget shortages, government organizations need to find a way to do more with less — without compromising cybersecurity or the constituent experience. What’s new in Customer 360 for Public Sector: Only 16% of constituents believe that the government has successfully used technology to improve their experiences. Agencies need to be able to tap into cutting-edge technology, including real-time data, AI, and automation, to deliver proactive personalized experiences citizens are asking for while helping them understand and access public services quickly and easily with proactive delivery of personalized programs. Automation, analytics, and intelligence capabilities purpose-built for the public sector include: “In an increasingly digital world, citizens expect to be able to engage with government agencies, anywhere they are, without friction. And, agencies of all sizes are being asked to do more with less, so they need automated, intelligent solutions to help them modernize service and deliver experiences that are secure, efficient, and easy. With Salesforce, agencies can achieve faster time to value and accelerate digital service delivery, helping to improve mission outcomes and better engage with citizens,” said Nasi Jazayeri, EVP and GM, Public Sector, Salesforce. Learn more about Customer 360 for Public Sector  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 chatter app

Chatter Feed Tracking in Public Sector Solutions

Understanding Chatter Feed Tracking Chatter Feed Tracking in public sector solutions is a robust feature designed to detect changes to specific record fields and broadcast them as updates in the What I Follow feed. Users following a record witness these updates in their What I Follow view, with the exception of updates made by users themselves, which are visible in their profile feeds. Benefits of Chatter Feed Tracking Activation Enabling Chatter Feed Tracking introduces powerful collaboration and information-sharing capabilities. Users gain the ability to follow updates to objects (records), enhancing their engagement with accounts, opportunities, and cases. This feature facilitates seamless collaboration and document sharing directly on the objects. Chatter Feed Tracking in Public Sector Solutions Activate Chatter Feed Tracking to foster collaboration and keep users and constituents informed about applications, pending tasks, and workflow processes. This feature enables users to follow record updates in a dedicated feed on the record page. For instance, enabling feed tracking on objects such as Business License Application, Individual Application, and Regulatory Code Violation allows application reviewers to effortlessly monitor updates to license and permit applications, as well as violations discovered during inspections. Constituents can utilize the Chatter feed on public portals to seek additional information from reviewers or compliance officers. Enabling Chatter Feed Tracking – Public Sector Solutions Required Editions and User Permissions Available in: Enterprise, Performance, Unlimited, and Developer Editions with Public Sector Solutions User Permissions Needed To view the feed tracking Setup page: Customizing Feed Tracking for Objects Customize feed tracking for specific objects by following these steps: Chatter Feed vs. Chatter Publisher Chatter Feeds in Lightning Experience offer more formatting options and attachment capabilities compared to Chatter Publisher. The Chatter publisher provides enhanced controls for styling and content addition, including features like inline images, hyperlinks, links to records, and code snippets. Chatter Feed Tracking in Public Sector Solutions Capabilities Key features of Chatter include: 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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Review Benefit Eligibility When Circumstances Change

Benefits management involves the comprehensive process of identifying, planning, measuring, and tracking benefits from the inception of a program or project investment until the realization of the final projected benefit. Its aim is to ensure that the desired benefits are specific, measurable, agreed upon, realistic, and time-bound. Review Benefit Eligibility When Circumstances Change. Reviewing benefit eligibility should occur when circumstances change, enabling adjustments to disbursements. Constituents can be easily referred to providers using a guided flow, while gaining insights into caseload trends and community impact can boost caseworker efficiency. Additionally, expediting complaint filing for judicial and investigative cases, and allowing constituents to raise service requests on the public portal, can reduce administrative burdens. Review Benefit Eligibility When Circumstances Change To address the needs of eligible constituents, offer monetary benefits in various forms, such as social insurance, tax benefits, subsidies, food and housing assistance, or direct cash assistance. This assistance can be provided through direct or indirect transfers of resources or credits for a specified period. Eligibility criteria for benefits may include factors like age, income, expenses, household size, and others. Applications are reviewed and screened to approve eligible ones. Benefits are then assigned to eligible applicants, specifying details such as the amount and frequency of the benefit. Configuration options allow benefits to be disbursed automatically for upcoming payment schedules or manually. Constituents should be enabled to search for benefits they are eligible for, apply for them, and track the status of their applications and assigned benefits. They should also have access to view a schedule of payments they can expect to receive, along with explanations for decisions made. To set up benefits management: Reviewing applications for benefit eligibility involves: 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 and tribal governent

Regaining Trust in the Public Sector with Salesforce

The continual onslaught of global crises has heightened the vital role played by public sector institutions. These entities bear the responsibility of delivering essential services that fortify economies, safeguard community health, and ensure national security. However, despite their crucial functions, public sector institutions are facing challenges in earning and retaining public trust. Read on to learn how constituents are regaining trust in the public sector with Salesforce. Creating Trusted Relationships The establishment and maintenance of trusted relationships are fundamental across all industries, but they hold particular significance in government-consumer relations. The public’s perception of an efficient, fair, and capable government directly influences customer engagement, especially during times of crisis and rapid transition when trust becomes increasingly important. Regaining trust in the public sector with Salesforce is just the beginning. Although public trust in government has experienced a recent decline, its importance has risen, particularly during periods of change, with 87% of individuals recognizing its significance in such times. To meet the evolving digital expectations of today’s citizens, government organizations are adopting novel approaches to digital transformation and exploring ways to build and sustain trust. The Wants and Needs of Customers and Constituents Customers now demand government services that are transparent, easily navigated, user-friendly, and accessible. The effective delivery of government services is a key factor influencing the public’s trust in government. Consistently delivering exceptional experiences fosters a robust government-customer trust dynamic and enables public sector organizations to better address the unique needs of their customers. According to 87% of respondents, a superb digital government customer experience would increase their level of trust. Creating Trust in the Public Sector with Salesforce Creating secure and trustworthy digital experiences has become paramount, especially in the context of the next technological wave. With the proliferation of IoT devices and increased access to global data, new threat vectors pose a growing challenge. Public sector organizations are mandated to meet some of the most stringent national and international security and compliance requirements globally. The COVID-19 pandemic has transformed the way people interact with their governments. Thus accelerating digital transformation and customer experience initiative needs. Agencies have rapidly expanded the availability of critical services through digital channels. 54% of individuals note that it’s now easier to seek help from the government online than in person. In this digital-first paradigm, customers expect government agencies to prioritize securing highly sensitive data. The public sector must demonstrate their competence and commitment to doing so. Tectonic, as your Salesforce implementation partner, follows a comprehensive discovery process to build a tailored Salesforce solution for your government entity. Our team ensures that the solution incorporates everything you need, customized for your business model and devoid of unnecessary elements. Based in Colorado, Tectonic is a Salesforce Consulting Partner comprising a skilled team of Salesforce certified Consultants, Developers, Analysts, and Project Managers. We specialize in crafting innovative solutions within the Salesforce family of products for our clients, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Engagement, Field Services, and Salesforce Communities. With a track record of delivering on time and budget solutions for state, county, and local governments as well as tribal organizations, Tectonic is ready to assist you in building trust in the public sector with government solutions on the Salesforce platform. Contact us today to explore how we can contribute to your success. 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 and Checkmarx

What is Checkmarx in Salesforce?

Checkmarx SCA is a tool designed to provide a comprehensive scan of all open source components used within the Salesforce deployment. As a public sector and education solution, Checkmarx is highly rated. Checkmarx CxSAST is a highly accurate and flexible Static Code Analysis Tool that allows organizations to automatically scan un-compiled / un-built code and identify hundreds of security vulnerabilities in the most prevalent coding languages. Checkmarx is an accurate static analysis solution that helps identify different types of security vulnerabilities in your code. Developers can use it in the early stages of the SDLC as it identifies bugs and errors and provides practical solutions on how to address them. From the Checkmarx Site: Checkmarx for Salesforce is the leading application security provider, offering the industry’s most comprehensive cloud-native platform, Checkmarx One™, and services. With Checkmarx One™ you can reduce risk across all components of modern software — proprietary code, open source code, APIs, and infrastructure as code. Checkmarx takes pride in innovating comprehensive application security solutions to protect American public-sector organizations. Federal, state and local U.S. government agencies and educational institutions fortify their security, streamline DevSecOps methodologies, meet deadlines and compliance requirements, and accelerate ATO with Checkmarx’s developer-centric, unified Application Security Platform™. Civilian, DoD, and intelligence agencies can uphold compliance requirements while strengthening their software security posture throughout the SDLC to mitigate cyber supply chain risks. Federal customers can use Checkmarx unified platform to scan early and often in both legacy and next-gen cloud native application development tools. Checkmarx industry-leading application security platform enables agencies to consolidate and optimize DevSecOps. Quickly deliver secure digital services to constituents, manage cybersecurity risks, and develop scalable cloud strategies for modern application development, all while working within budget constraints. 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 Vaccine Cloud

Salesforce Vaccine Cloud

Vaccine Cloud for Providers helps to connect people with thousands of vaccination sites. A scalable workflow simplifies vaccine administration. Vaccine Cloud was built to play a central role in connecting vaccines to people equitably and efficiently. Vaccine Cloud will help health authorities, healthcare providers, and organizations more safely and efficiently manage vaccine programs at scale. With Vaccine Cloud, customers will be able to design, build, integrate, and manage their vaccine programs end-to-end, with a platform that is trusted, flexible, and can be deployed quickly. Vaccine Cloud provides solutions like Health Command Center, Vaccine Inventory Management, Vaccination Appointment Scheduling, Clinical Vaccine Administration, Vaccination Outcome Monitoring, Public Health Notifications, and Digital Health Credentials to help customers build and scale their vaccine administration management capabilities to address the next phase of this global pandemic. Work.com for Vaccines has now become Vaccine Cloud. Work.com for Vaccines was developed and launched to support public sector customers and their vaccination management needs. Work.com for Vaccines was critical in helping governments and public health agencies scale vaccine management and distribution as vaccines were waiting to be approved for use around the world. As authorized COVID-19 vaccines have become available, there is shifting demand for vaccine management technology that can address all the needs of customers at scale, not just across public sector but also among healthcare providers, retail pharmacies, businesses, nonprofits, educational institutions, and other organizations. Vaccine Cloud is our solution to address these growing needs across industries and organizations. Vaccine Cloud is a set of solutions aimed at addressing a variety of challenges that governments, healthcare providers and employers will face for vaccine administration. Vaccine Cloud includes capabilities across the Salesforce Customer 360 portfolio including technology powered by Tableau and MuleSoft that can be leveraged by our AppExchange ecosystem of partners to support vaccine administration needs, including: Salesforce has implemented technical and administrative security measures to protect our services and our customers’ data. We strongly encourage customers to follow security best practices and use available tools to strengthen the security of their Salesforce instance. Security does not start and end with Salesforce — it is a trusted partnership with our customers. Salesforce offers our customers controllable features that permit them to configure the security settings of their respective instances as they deem appropriate for the sensitivity of their data. Customers can implement features such as field-level security, profiles and permission sets, two-factor authentication, and IP whitelisting. For more information on the application security features Salesforce provides, please refer to this help article on Protecting Your Salesforce Organization. Salesforce designs products with privacy in mind, so that our products not only comply with our own legal obligations, but also can be used by our customers while they comply with their own legal obligations. Compliance is always a shared partnership between Salesforce and its customers, meaning that while Salesforce commits to complying with its own obligations, customers are responsible for ensuring that their use of our products is appropriate for their own legal requirements. To help customers meet their compliance goals, we have created a number of dedicated resources for customers to learn more about their obligations, such as Salesforce’s privacy website, which includes FAQs on local and industry-specific privacy laws, and additional resources, such as Data Protection Impact Assessments, to help enable customer success. Being a trusted advisor to our customers is a top priority for Salesforce. However, it remains the responsibility of each customer to get their own legal advice when implementing and using Salesforce products, including Work.com. It is important for customers to take into account their own particular use cases to ensure compliance with local healthcare laws, certification requirements, and any other applicable laws or guidance. Vaccine Cloud helps public health authorities, healthcare providers, and nonprofits quickly scale vaccine operations, from recipient registration and scheduling to inventory management and public health outreach. San Francisco — January 27, 2021 — Salesforce, [NYSE: CRM], the global leader in CRM, today announced Vaccine Cloud, technology to help government agencies, healthcare organizations, businesses, nonprofits and educational institutions more rapidly, safely and efficiently deploy and manage their vaccine programs. Today, international, federal, state and local agencies, healthcare providers and nonprofits worldwide are using Salesforce technology specifically for vaccine administration, including Northwell Health, Illinois’ Lake County, University of Massachusetts Amherst, Gavi, the Vaccine Alliance and more.  Now that safe and effective COVID-19 vaccines are available, every country, state and city is rapidly establishing vaccination programs to get shots in the arms of billions of people. However, many government agencies and healthcare organizations don’t have the technology infrastructure in place to handle the complexity, speed and scale necessary for vaccine administration, such as inventory and logistics management, getting people registered and scheduled for their vaccines, and recipient outreach and vaccine outcome monitoring. Governments are also partnering with private sector companies to help manage this mass vaccination effort, and these businesses need the same technology infrastructure to help deliver safe, efficient and effective vaccine administrations and programs. “The biggest challenge the world faces right now is orchestrating the distribution of billions of vaccine doses. Technology can play a critical role in ensuring it’s done efficiently, effectively, and equitably,” said Bret Taylor, President and COO of Salesforce. “We’re proud to be supporting organizations through their recovery and helping to protect people from the effects of COVID-19.” President Biden moves COVID-19 vaccine availability deadline for American adults to April 19; Salesforce Vaccine Cloud adds asynchronous bookings on more channels to meet surge. Salesforce on Thursday released a free update to Vaccine Cloud users that enables preregistration for COVID-19 appointments to meet a coming sign-up rush as most U.S. adults will be eligible for their shots April 19. The Salesforce vaccine distribution system, released in January, now can accept preregistrations for COVID-19 vaccinations. The site will notify people as appointments become available, and process them through a personalized, single-use link. The system also can create appointments and push notifications through multiple channels such as text and email, where before it was web-based. The asynchronous appointment bookings come as President Joe Biden

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Salesforce CPQ

Salesforce for Government and Public Sector Solutions

Enhance your digital service capabilities by leveraging a flexible and scalable cloud platform designed to engage employees and enhance operational efficiency. Streamline workflows for swift time-to-value today, all while strategizing for the future. Prioritize your constituents by placing them at the core of your operations. Deliver customer-centric experiences, from service interactions to outreach efforts, ensuring they not only meet but exceed expectations. Access purpose-built apps and digital tools tailored for the public sector. Salesforce Government and Public Sector solutions are the key. Reimagine the employee experience across the entire lifecycle, from recruitment and collaboration to personnel action requests. Empower your workforce with accessible resources and digital-first tools, enabling success from any location. Develop, integrate, and deploy government apps aligned with mission objectives. Connect legacy systems securely on a cloud platform, empowering IT teams, system integrators, partners, and program leads to transform technical debt into innovation opportunities. Transformation Transform your system of record into a system of engagement to manage mission-critical programs effectively. Achieve superior long-term outcomes by incorporating apps that seamlessly connect EHR data, treatment plans, and patient preferences. Utilize top-tier commercial CRM capabilities while adhering to compliance standards such as FedRAMP, DoD IL2/4, SOC, and more. Ensure stakeholders have secure access to critical information on any device, allowing IT to focus on innovation and employees to engage with collaborative tools. Empower public sector employees and government agents to address inquiries and provide enhanced services. A comprehensive customer view enables employees to deliver impactful and immediate services. Quickly build desktop and mobile applications with innovative solutions ready to deploy. Empower IT teams, SI partners, and business leaders to create and share custom apps for crisis management and collaboration. Salesforce Government and Public Sector solutions for mission-critical relationships Manage mission-critical relationships with employees, customers, and partners. Develop a 360-degree view of constituent interactions to deliver relevant communications and exceptional service. Meet constituent expectations for easy-to-use, self-service experiences through Salesforce community portals. Prepare for the future with tools to report, track, and coordinate emergency communications. Reimagine emergency response with an agile platform for improved response and recovery. Expedite every step in the license and permit approval lifecycle through a digital approach, fostering effective collaboration and eliminating bottlenecks. Reinforce your mission with timely and personalized messages, leveraging a multichannel marketing platform to engage constituents and customize their experiences. Capture additional revenue with unified digital commerce channels, providing a consistent ecommerce experience across web, store, mobile, and social transactions. Customer Centric Interactions Ensure every interaction is customer-centric by leveraging data and analytics to improve experiences for both employees and the citizens you serve. With enhanced resolution and service levels, caseworkers and employees can dedicate time to other essential programs. Contact Tectonic today to discuss Salesforce Public Sector, Government, and Tribal Government solutions. 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

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Salesforce Government Cloud

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 sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. Content updated December 2023. Like1 Related Posts 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’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more 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 Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more

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