📖 About this Domain
This domain covers the Salesforce Grants Management solution for public sector entities. It focuses on the configuration and administration of the entire grant lifecycle. This includes managing funding opportunities, application intake, review processes, and post-award compliance.
🎓 What You Will Learn
- You will learn to configure the Grant Seeker Portal using Experience Cloud for publishing Funding Opportunities and receiving applications.
- You will learn the internal application review process, including the use of the Application Review object, review stages, and approval automation.
- You will learn to manage post-award activities, including creating Disbursement records, tracking grantee reporting, and executing grant closeout procedures.
- You will learn the specific Grants Management data model, understanding the relationships between objects like Funding Program, Application, and Budget.
🛠️ Skills You Will Build
- You will build the skill to implement and customize the Grant Seeker Portal to streamline the grant application process for constituents.
- You will build the skill to design and automate complex application review workflows using Salesforce Flow and standard approval processes.
- You will build the skill to configure post-award management features to monitor grant performance and ensure grantee compliance.
- You will build the skill to adapt the standard Grants Management data model to meet specific public sector agency requirements.
💡 Top Tips to Prepare
- Master the Grants Management data model, specifically the relationships between Funding Program, Funding Opportunity, Application, and Award objects.
- Gain hands-on experience configuring the Grant Seeker Portal components within an Experience Cloud site.
- Understand the standard flow of the grant lifecycle within the solution, from application intake to award and closeout.
- Review the functionality of standard objects like Budget, Disbursement, and Review for managing financial and assessment data.
📖 About this Domain
This domain covers the configuration of Salesforce Public Sector Solutions for regulatory and compliance processes. It focuses on the lifecycle of licensing, permitting, and inspections from application intake to resolution. You will learn to automate workflows and track compliance using core PSS objects.
🎓 What You Will Learn
- Configure application intake and approval processes using OmniStudio, Dynamic Assessments, and the Business Rules Engine for various license types.
- Manage the end-to-end inspection lifecycle, including scheduling Visits, executing Action Plans, and recording Regulatory Code Violations.
- Understand the Public Sector Solutions data model for licensing, including objects like Regulatory Authorization Type, Business License Application, and Visit.
- Implement fee calculations and payment processing using Transaction Journals and integrating with external payment systems.
🛠️ Skills You Will Build
- Design solutions for public sector agencies to manage their licensing, permitting, and inspection programs.
- Configure core components like Dynamic Assessments, Action Plan Templates, and the Business Rules Engine to automate compliance workflows.
- Automate the creation of Visits, assignment of inspectors, and generation of violation notices based on inspection outcomes.
- Apply the Public Sector Solutions data model to structure regulatory authorizations, codes, and compliance activities.
💡 Top Tips to Prepare
- Get hands-on experience in a PSS-enabled org by creating a Business License Application and processing it through an inspection.
- Master the relationships between key objects like Regulatory Authorization Type, Individual Application, Visit, and Regulatory Code Violation.
- Study the official Salesforce Help documentation and Trailhead modules covering Public Sector Solutions for Licensing and Permitting.
- Differentiate the use cases for OmniStudio, Flow, and the Business Rules Engine in automating application and inspection processes.
📖 About this Domain
This domain covers the core functionalities for managing constituent applications and cases within Salesforce Public Sector Solutions. It focuses on the entire lifecycle from intake and processing to resolution and closure. Key components include OmniStudio for guided intake, Action Plans for standardized processes, and Dynamic Assessments for information gathering.
🎓 What You Will Learn
- You will learn to configure OmniStudio components like OmniScripts and FlexCards to build guided, user-friendly application intake experiences.
- You will learn how Action Plan Templates are used to automate and standardize the tasks required to resolve different types of cases.
- You will learn the purpose and configuration of Dynamic Assessments to collect critical, context-specific information from applicants.
- You will learn the Public Sector Solutions data model for case management, including key objects and their relationships for tracking constituent services.
🛠️ Skills You Will Build
- You will build the skill to design and deploy digital application forms using OmniStudio to streamline data collection from constituents.
- You will build the ability to create and apply Action Plan Templates to enforce procedural consistency in case management workflows.
- You will build proficiency in configuring Dynamic Assessments and associating them with case records for eligibility and verification processes.
- You will build the competence to customize the Case object and related components to meet specific public sector program requirements.
💡 Top Tips to Prepare
- Focus on the practical application of OmniStudio, particularly how OmniScripts guide users through complex application forms.
- Understand the distinction and relationship between an Action Plan Template and an individual Action Plan instance on a Case record.
- Get hands-on experience in a developer org creating and versioning Dynamic Assessments for different scenarios.
- Memorize the key objects involved in the application and case management data model, such as Case, Account, and Individual Application.
📖 About this Domain
This domain covers the configuration and application of Salesforce Emergency Response Management. It focuses on the data model, automation, and components used to manage incidents, deploy resources, and deliver critical services during public emergencies.
🎓 What You Will Learn
- You will learn to configure Emergency Program Management to track large-scale emergency programs and associated grants.
- You will learn to utilize Incident Management objects to create, monitor, and assess emergency incidents and response efforts.
- You will learn how to manage resource requests, deploy personnel and assets, and track inventory using Resource Management capabilities.
- You will learn to set up Digital Services for Emergency Response to provide citizens with self-service portals for assistance requests.
🛠️ Skills You Will Build
- You will build skills in mapping emergency response requirements to the Public Sector Solutions data model, including key ERM objects.
- You will build the ability to create automation using Flow and OmniScripts to streamline intake for assistance and volunteer registration.
- You will build proficiency in configuring Experience Cloud sites for public-facing emergency information and service request portals.
- You will build the capability to design reports and dashboards for real-time situational awareness and post-incident analysis.
💡 Top Tips to Prepare
- Master the Emergency Response Management data model, focusing on the relationships between Incident, Program, and Resource objects.
- Practice configuring OmniStudio components like FlexCards and OmniScripts for guided intake flows specific to emergency scenarios.
- Understand how to use Flow to automate resource allocation and approval processes for emergency response teams.
- Complete the relevant Trailhead modules for Public Sector Solutions to gain hands-on configuration experience with ERM objects.
📖 About this Domain
This domain covers the foundational architecture and core capabilities of Salesforce Public Sector Solutions. It explains how the PSS common data model and pre-built components address government agency requirements for service delivery and constituent engagement.
🎓 What You Will Learn
- Describe the core objects and relationships within the Public Sector Solutions common data model.
- Identify the use cases for key PSS features like Action Plans, OmniStudio, and Document Checklist Items.
- Explain the architecture of PSS applications such as Licensing & Permitting and Grants Management.
- Articulate how PSS helps government agencies streamline processes and improve constituent experiences.
🛠️ Skills You Will Build
- Map common public sector business processes to specific Public Sector Solutions features and objects.
- Differentiate between standard Salesforce functionality and specialized PSS components for solution design.
- Analyze government requirements to determine the appropriate PSS application, such as Grants Management or Licensing and Permitting.
- Articulate the foundational configuration concepts for setting up PSS core components like Action Plan Templates.
💡 Top Tips to Prepare
- Master the Public Sector Solutions common data model, focusing on key objects like Individual Application and Business Profile.
- Complete the official Public Sector Solutions Trailhead modules and superbadges to gain hands-on context.
- Understand the specific use cases for PSS components like OmniStudio FlexCards and Action Plans in a government context.
- Review the official Salesforce Public Sector Solutions exam guide to align your study with domain objectives.
📖 About this Domain
This domain covers the Business Rules Engine for creating and managing complex, code-free business logic. It also details the Decision Explainer framework for providing transparency into automated decision-making processes within Public Sector Solutions.
🎓 What You Will Learn
- How to configure Expression Sets and Decision Matrices to automate complex calculations and eligibility determinations.
- The method for setting up Decision Explainer to generate user-friendly explanations for outcomes derived from the Business Rules Engine.
- How to invoke Business Rules Engine components from OmniScripts and Flows to create dynamic and responsive application processes.
- The underlying data models for the Business Rules Engine and Decision Explainer, including key objects like Explainability Log Sets.
🛠️ Skills You Will Build
- Designing and implementing scalable business rules using Expression Sets for automating complex compliance and benefit calculations.
- Creating transparent and auditable decision processes by configuring Decision Explainer log templates and action plan templates.
- Invoking Business Rules Engine logic from various Salesforce automation tools to streamline case management and application processing.
- Troubleshooting rule execution and explanation generation by analyzing Explainability Log records and Business Rules Engine logs.
💡 Top Tips to Prepare
- Master the specific use cases for Expression Sets versus Decision Matrices and when to use each component.
- Practice configuring a Decision Explainer Log Entry and understand how it maps rule inputs to a clear explanation output.
- Understand the invocation methods for the Business Rules Engine, especially from OmniStudio components and Salesforce Flow.
- Review the object relationships for Explainability Log Sets and how they store the history of automated decisions for audit trails.
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