A government agency is responsible for providing licenses to various sporting events. To acquire the license, individuals need to pay the required fees. The System Administrator for Public Sector Solution main responsibility is to automatically map and set the fees for each application to ensure the correct fees are mapped. Which Business Rules Engine tool is used here?
A. Workflow Field Updates
B. Data matrices
C. Process Builder
D. Decision Matrices
Explanation:
Decision Matrices are Business Rules Engine tools that are used to automatically map and set the fees for each application. A Decision Matrix can evaluate answers based on rules and conditions and provide a decision outcome and explanation. For example, a Decision Matrix can determine the fee amount based on the type of license, the city & county location, the volume of current business, and the size of the building.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_decision_matrix.htm &type=5&language=en_US
A resident in the city of Richdale has concerns about unnecessary debris from construction at a nearby residence and has filed a complaint with the city. The city uses Public Sector Solutions for LPI (Licensing, Permitting & Inspections) to manage residential construction permits. What three recommendations should a Technical Consultant provide to the city to handle complaints from residents and tie them back to existing residential construction permits?
A. Link Inspections and Visits to Permit Applications
B. Configure Inspections and Visits
C. Link Cases to Permits
D. Configure Action Plans on Cases and Permits
E. Set up Business Rules Engine (BRE) to determine Complaint validity.
Explanation:
Linking inspections and visits to permit applications allows the city to track the progress and status of the inspections related to the complaints. Configuring inspections and visits enablesthe city to define the inspection types, schedules, checklists, and outcomes. Configuring action plans on cases and permits allows the city to automate the inspection tasks and workflows, assign them to inspectors, and collaborate on them using Chatter.Reference: https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/configure-inspections-and-visits
The Department of Disaster Assistance is implementing Grams Management using Public Sector Solutions. One of the pain points in the current process is that every grantapplication reviewer follows a different business process to review the applications received. A solution has been engaged to standardize this process using the Public Sector Solution toolkit. What should be the best solution to achieve thistask?
A. Create a guided omniscript guided process to define due diligence steps, related tasks, and documents to collect.
B. Develop a standard set of processes/guides to coach the reviewers and ask them to follow them without fail.
C. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect.
D. Use a screen flow on Accounts to define due diligence steps, related tasks, and documents to collect.
Explanation:
Using Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect is the best solution to standardize the business process for reviewing grant applications. Action Plans are a feature of Public Sector Solutions that can help public sector agencies to create and manage tasks and subtasks for different types of records, such as accounts or cases. Action Plans can be used to define due diligence steps, such as verifying eligibility or checking references, related tasks, such as sending emails or making calls, and documents to collect, such as financial statements or tax returns. Action Plans can also be applied to grant applications using the Account object, which is a standard object that can store information about grant applicants or recipients.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_action_plans.htm &type=5&language=en_US
A Technical Consultant at the Department of Disaster Assistance is designing a solution for the eSignature related use cases. As part of the research, the architect discovered that Public Sector Solutions provide DocuSign integration without custom coding Which of the three functionalities is readily available with this functionality?
A. Send a contract document for review and signatures.
B. Track the signed contract document and update the contract record status.
C. Approval process to invalidate a contract document that is pending signatures if a new contract document supersedes it.
D. Ability/Request to update the contents of the documents before signing by the reviewer
E. Automatically invalidate a contract document that is pending signatures if a new contract document supersedes it.
Explanation:
Sending a contract document for review and signatures, tracking the signed contract document and updating the contract record status, and automatically invalidating a contract document that is pending signatures if a new contract document supersedes it are three functionalities that are readily available with DocuSign integration. DocuSign is an eSignature solution that can be integrated with Public Sector Solutions without custom coding. It can help public sector agencies to send, sign, and manage contracts and agreements electronically. DocuSign integration can provide features such as sending a contract document for review and signatures to multiple recipients, tracking the signed contract document and updating the contract record status in Salesforce, and automatically invalidating a contract document that is pending signatures if a new contract document supersedes it using DocuSign PowerForms.
Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_docusign.htm &type=5&language=en_US
A governance agency is implementing Public Sector Solutions and is looking for a solution to automatically read the constituent’s date of birth from a scanned document and map it to a field in the Application record using the intelligent Form Reader (IFR). What three steps should a technical consultant configure to satisfy the agency’s use case?
A. Enable Intelligent Form Reader
B. Enable OCR Setting in the Document
C. Map Form Types to Objects
D. Enable Data Raptor to read information from a scanned document
E. Set Up Data Extraction
Explanation:
To automatically read the constituent’s date of birth from a scanned document and map it to a field in the Application record using the Intelligent Form Reader (IFR) in Salesforce Public Sector Solutions, the following steps should be configured:
Enable Intelligent Form Reader:
Navigate toSetupand search forIntelligent Form Reader.
Enable the Intelligent Form Reader, which allows the system to process and interpret scanned documents.
Enable OCR Setting in the Document:
Ensure that OCR (Optical Character Recognition) settings are enabled for the documents. This allows the system to recognize and extract text from scanned images.
OCR settings can typically be configured within the document management settings or within the IFR configuration settings.
Set Up Data Extraction:
Configure the data extraction rules to specify which data fields need to be extracted from the scanned documents. This involves setting up the templates and rules for extracting specific information such as the date of birth.
Define the mapping rules to map the extracted data to the corresponding fields in the Application record.
By following these steps, the governance agency can automate the extraction and mapping of constituent data from scanned documents, ensuring accurate and efficient data entry into the system.
References:
Salesforce Help: Intelligent Form Reader
Salesforce Help: OCR Settings
Salesforce Public Sector Solutions Documentation
Bobahaven has purchased the Licenses, Permits, and inspections modules of Public Sector Solutions and Is eager to transform its constituents' experience by providing authenticated digital permit applications and self-service for constituents Bobahaven's marketing team has provided the consultant with branding guidelines and asset files. The project sponsor has indicated that while brand standards are important to comply with, the speed to market of this constituent digital experience is a higher priority. Which two Experience Site templates will the consultant select for building and deploying an authenticated digital experience with some custom branding but with an emphasis on an accelerated development timeframe?
A. Select the BYO (Lightning Web Runtime) template and deploy custom-built Lightning Components.
B. Select the Licenses and Permits Experience Site template, and customize the theme.
C. Select the Help Center Experience Site template, and customize the theme.
D. Select the BYO (Aura) template and deploy a mix of custom-built Lightning Components with standard components.
Explanation:
The Licenses and Permits Experience Site template and the Help Center Experience Site template are two templates that can be used to build and deploy an authenticated digital experience with some custom branding but with an emphasis on an accelerated development timeframe. These templates come with prebuilt pages, components, and themes that can be customized to match Bobahaven’s branding guidelines and asset files. The Licenses and Permits Experience Site template can be used to allow constituents to apply online for grants and check the progress of grant applications. The Help Center Experience Site template can be used to provide self-service resources such as articles, FAQs, and chat.
Reference:https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/create-an-experience-site
A government agency just implemented Salesforce Emergency Response Management (ERM). However, the internal users are unable to see any Emergency Response related functionalities. What is the root cause for the access issue? Choose?
A. The internal users’ role hierarchy has been set incorrectly
B. The internal users are missing the Emergency Response Management permission set
C. The internal users are missing the Emergency Management Response permission set license.
D. The Organization Wide Defaults for ERM objects were set to Public
Explanation:
When internal users are unable to access functionalities related to Salesforce Emergency Response Management (ERM), the most common and likely issue is related to permissions.Option B,stating that internal users are missing the Emergency Response Management permission set, is the correct answer. This permission set is essential for users to access and operate the ERM functionalities within Salesforce. It enables users to view, edit, and manage emergency response-related data and workflows, which are critical during crisis management scenarios.
The role hierarchy issue (Option A) and the licensing problem (Option C) could also potentially cause access problems, but these are generally less common compared to missing permission sets. Option D, regarding the Organization Wide Defaults being set to Public, would not restrict access; if anything, it would make ERM data more accessible, which is opposite to the problem described.
These explanations align with best practices and typical configuration requirements in Salesforce Public Sector Solutions, focusing on ensuring that the necessary permissions and access controls are correctly implemented.
The employee object has to be linked to the person account to use the Public Sector data model with the Employee data model. How should the employee object be linked with other objects?
A. PersonAccount -> Individual <- Employee.
B. PersonAccount->User->Employee
C. User -> Individual <- Custom employee object
D. Contact -> Individual <- Employee
Explanation:
Linking the Employee object with the PersonAccount in the context of the Public Sector data model involves leveraging the Individual object as a junction. The PersonAccount represents the personal details of an individual, while the Individual object in Salesforce acts as a standard mechanism to store privacy and personal data consent information. By associating the Employee custom object with the Individual object, which in turn is linked to the PersonAccount, a comprehensive data model is established. This structure supports the management of employee data in alignment with personal accounts, facilitating a unified view of individuals as both constituents and employees within the public sector framework. This setup respects Salesforce's design principles for data models, ensuring data integrity and privacy compliance.
A public sector agency recently implemented public Sector Solutions for the inspection and license renewal of food outlets in the city. The want to set up dynamic assessments where assessment questionsare categorized for use in different scenarios depending on whether the outlet is take-way, dining, or a combination of both. The categorization only applies to specific questions in the assessment. Two which objects should they add new categories?
A. Assessment Question
B. Assessment Task Definition
C. Action Plan
D. Assessment indicator Definition
Explanation:
For a public sector agency implementing dynamic assessments within Salesforce Public Sector Solutions, the appropriate categorization should be applied to the following objects:
Assessment Question:
The Assessment Question object is used to define individual questions that will be asked during an assessment. By adding categories to these questions, the agency can dynamically include or exclude questions based on the specific scenario (e.g., take-away, dining, or both).
This allows for flexibility and ensures that only relevant questions are presented based on the type of food outlet being inspected.
Assessment Indicator Definition:
The Assessment Indicator Definition object is used to define criteria and indicators that aggregate assessment questions. Adding categories to these definitions helps in organizing and applying specific sets of questions and indicators based on the context of the assessment.
This ensures that the assessments are dynamic and can adapt to different scenarios without requiring separate templates for each type of outlet.
By categorizing both Assessment Questions and Assessment Indicator Definitions, the agency can create a robust and flexible assessment process that adapts to various inspection contexts efficiently.
References:
Salesforce Help: Assessment Questions
Salesforce Help: Assessment Indicator Definition
Salesforce Public Sector Solutions Documentation
Apublic sector agency Is looking to digitize Its operations for Emergency Response. As the technical consultant on the project, the expectations are to roll out a public facing portal that allows citizens to submit a simple emergency request with some basic information. Which two are the correct approaches a consultant should take to meet these objectives?
A. Build a digital experience site using pre-configured emergency response management (ERM) specific template
B. Create a custom Case Record Type and leverage a prebuilt Contact Support Form
C. Build a digital experience site using the Help Center template based on the agency's requirement
D. Leverage prebuilt Emergency Service Request flow.
Explanation:
Building a digital experience site using pre-configured emergency response management (ERM) specific template and leveraging prebuilt Emergency Service Request flow are two correct approaches to meet the objectives of providing a way for citizens to submit a simple emergency request with some basic information. The ERM specific template is a prebuilt template that comes with Community Response for Public Sector, which is a prebuilt app that comes with Public Sector Solutions. It can help public sector agencies to create and manage emergency response programs and services, and enable citizens to access resources and submit requests. The Emergency Service Request flow is a prebuilt flow that comes with the ERM specifictemplate. It can allow citizens to submit a simple emergency request with some basic information, such as their name, contact details, location, and service type.
Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_community_response.htm &type=5&language=en_US
A public sector entity is looking to implement an Emergency Response management package. Which two features are available as part of the package for Volunteer Management?
A. Chatbot for volunteers
B. Automatically update the number of registered volunteers and volunteers needed when shifts are canceled
C. Volunteers can sign up for volunteer projects and can report time spent on volunteer activities
D. Volunteers can automatically claim reimbursements for the expenses.
Explanation:
In the Emergency Response Management package, key features for Volunteer Management include the automatic update of volunteer counts and the ability for volunteers to engage actively with projects. When volunteer shifts are canceled, the system automatically adjusts the count of registered volunteers and the number of volunteers needed, ensuring accurate and real-time management of volunteer resources. Additionally, volunteers have the capability to sign up for projects and log their activity time, fostering an interactive and accountable volunteering environment. These features support effective and efficient volunteer coordination during emergency response efforts.
A public sector agency recently implemented Public Sector Solutions for Licenses, Permits, and Inspections. The agency now wants to enable analytics to gather key metrics on the number of licenses issued, the number of permits revoked, and the number of inspections made per month. The agency has enabled analytics by turning on the "Enable CRM Analytics" setting. The agency wants to set up administrator users who will create and manage the Analytics for Licenses, Permits, and Inspections app. What two permission sets are required to set up the administrator users for analytics?
A. CRMA for Public Sector Admin
B. CRM Analytics Admin
C. CRM Analytics LPI Admin
D. CRM Analytics Plus Admin
Explanation:
To set up administrator users for managing the Analytics for Licenses, Permits, and Inspections app, the required permission sets include CRMA for Public Sector Admin and CRM Analytics Admin. The CRMA for Public Sector Admin permission set is tailored to administrators managing Public Sector Solutions, providing necessary access and permissions for public sector-specific analytics configurations. The CRM Analytics Admin permission set grants comprehensive administrative capabilities within CRM Analytics, enabling users to create, manage, and deploy analytics applications and dashboards. Together, these permission sets equip administrators with the full range of tools needed to effectively oversee analytics in the context of Licenses, Permits, and Inspections.
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