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A government agency recently implemented Public Sector Solutions to drive efficiency in its licensing programs; they are leveraging OmniStudio in their implementation. Post-implementation, some stakeholders still have efficiency concerns with certain parts of licensing processing. Which OmniStudio feature could a technical consultant recommend to identify potential areas for further Improvement?
A. OmniStudio Tracking Service
B. Field tracking services
C. Event Monitoring
D. Roll Up libraries
Explanation:
OmniStudio Tracking Service is an OmniStudio feature that can be used to identify potential areas for further improvement in licensing processing. OmniStudio Tracking Service allows the government agency to track and analyze how constituents interact with OmniScripts, DataRaptors, Integration Procedures, FlexCards, and other OmniStudio components. The agency can use this data to optimize the performance, usability, and efficiency of their licensing processes.Reference:https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/track-and-analyze-omnistudio-components
A government agency is planning to determine applicable fees for customers based on complex data entered by the customer. Business users would like to test this feature with multiple samples before going live. How can the agency execute and confirm samples?
A. By utilizing the flows
B. By utilizing the expression sets in BRE module
C. By utilizing the integration procedures
D. By utilizing the combination of data raptors and integration procedures
Explanation:
Utilizing the expression sets in BRE module is a way to execute and confirm samples for determining applicable fees for customers based on complex data entered by the customer. BRE module is a component of Business Rules Engine (BRE), which is a feature of Public Sector Solutions. It can help public sector agencies to create and manage business rules and logic, such as determining fees or eligibility. Expression sets are modules of BRE that can define expressions that can be reused across multiple rules or matrices. Expression sets can also be executed and confirmed with sample data using the Test Expression Set feature in BRE.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_expression_set.htm &type=5&language=en_US
A customer requires an onsite inspection for every business license application with a retail location. They want to establish a consistent checklist for the inspection, with visibility to the applicable regulatory codes for each checklist item. They also require signatures from the inspected business location owner and the inspector. What Action Plan Template and target object should be used for this use case?
A. Action Plan Template with Type="lndustries\ Target Object="Visit"
B. Action Plan Template with Type="Visit Execution", Target Object = "Business License Application"
C. Action Plan Template with Type="lndustries", Target Object="Business License Application"
D. Action Plan Template with Type = "Visit Execution", Target Object = "Visit"
Explanation:
For the customer requirement of onsite inspections for business license applications with retail locations, the appropriate solution involves an Action Plan Template with a type of "Visit Execution" targeting the "Visit" object. This configuration allows for the establishment of a standardized inspection checklist linked to each visit or inspection event. The "Visit" object serves as the foundation for capturing inspection details, including regulatory code visibility and signature requirements from both the business owner and the inspector. This approach ensures consistency and thoroughness in the inspection process, aligning with regulatory compliance and operational efficiency goals.
A government agency uses Public Sector Solutions tomanage permits and gram approvals. The approvals team leader wants to improve team efficiency by ensuring everyone in the approvals team can see a summary of their open applications pending approval, including how long the application has been pending approval and the moment they log in to Salesforce for the day. In this scenario, which is the correct reporting and analytics solution to provide Approval insights to team members on login?
A. Create a custom Approvals report using standard Salesforce Reports and Dashboards and add this to a custom Home Page assigned to the Approver role.
B. Provide CRM Analytics licenses to all team members, create a custom Approvals dashboard using CRM Analytics for Public Sector and add this to a custom Home Page assigned to the Approver profile.
C. Create a custom Approvals dashboard using standard Salesforce Reports and Dashboards and add this to a custom Home Page assigned to the Approver profile.
D. Provide CRM Analytics licenses to all team members, create a custom Approvals report using CRM Analytics for Public Sectorand add this to a custom Home Page assigned to the Approver role.
Explanation:
Creating a custom Approvals dashboard using standard Salesforce Reports and Dashboards and adding this to a custom Home Page assigned to the Approver profile is the correct reporting and analytics solution to provide Approval insights to team members on login. Salesforce Reports and Dashboards are tools that can be used to create and display data visualizations, such as charts, tables, or metrics. A custom Approvals dashboard can show a summary of open applications pending approval, including how long the application has been pending approval. A custom Home Page is a page that can be customized to show different components, such as dashboards, tasks, or news. A custom Home Page can be assigned to a specific profile, such as the Approver profile, and it can be displayed when users log in to Salesforce.Reference:https://help.salesforce.com/s/articleView?id=sf.reports_dashboards_overview.htm &type=5
A Public Sector Organization (PSO has installed Grants Management and would like to ensure that users cannot self-register on the Experience Cloud site, as the PSO would like to register users for now manually. What configuration should the Technical Consultant perform to meet this requirement?
A. Enable self-registration in the Digital Experiences setup menu
B. Update the appropriate contact page layouts and add the 'Register User' action
C. Update the appropriate contact page layouts and add the 'Enable Customer User' action
D. Enable manual registration in the Digital Experiences setup menu
Explanation:
In Salesforce Public Sector Solutions, particularly when dealing with the Grants Management and Experience Cloud, controlling user registration is crucial. To ensure that users cannot self-register and instead are manually registered by the Public Sector Organization, the following steps should be taken:
Disable Self-Registration:
Navigate toSetup>Digital Experiences>All Sites.
Select the relevant Experience Cloud site.
UnderAdministration>Login & Registration, ensure that self-registration is disabled.
Manual User Registration:
Go toSetup>Object Manager>Contact>Page Layouts.
Select the appropriate page layout(s) where you want to add the manual registration action.
Add the'Enable Customer User'quick action to the page layout. This action allows administrators to manually create user records from contacts.
By updating the contact page layouts to include the'Enable Customer User'action, administrators can manually control which contacts are enabled as users for the Experience Cloud site. This method is straightforward and aligns with standard Salesforce practices for managing user access in Experience Cloud.
References:
Salesforce Help: Experience Cloud Sites Login and Registration
Salesforce Help: Enable Customer User
Salesforce Grants Management Documentation
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