Salesforce Administer Public Sector Application Solutions (IND310)

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Course Overview

Discover how to drive your mission success by implementing purpose-built government service experiences with Public Sector Solutions. In this 3-day instructor-led course, learn how to configure Public Sector Application solutions for License and Permit Management, Inspections Management, and Grants Management by utilizing the Industry Common Layer Toolkit and pre-built data models, among other Public Sector Solutions components. Deliver flexible, automated end-to-end service solutions that deploy faster, accelerate government processes, and improve operational efficiency.

Who Should Attend

  • This course is designed for administrators who are responsible for implementing Public Sector Application solutions. This is also a great course for business analysts and technical specialists at public sector organizations who are tasked with translating and communicating both business and technical requirements.

Course Objectives

    • Understand how the Salesforce data model is utilized on the Salesforce Platform.
    • Explain the architectural structure of Public Sector Solutions.
    • Identify all Public Sector Applications offered through Public Sector Solutions and explain their capabilities.
    • Utilize the Industry Common Layer Toolkit and pre-built data models, among other Public Sector Solutions components, to configure Public Sector Application solutions for License and Permit Management, Inspections Management, and Grants Management.
    • Create a pre-screening application form using OmniScripts, Data Mappers, and Business Rules Engine.
    • State key differences between Inspections and Dynamic Assessments.

Course Outline

1. Introduction to Salesforce and Public Sector Solutions

  • Explore Public Sector Solutions
  • Discover the Salesforce Platform
  • Navigate Your Org
  • Create Users
  • Control Access to Objects, Records, and Fields

2. Objects, Fields, and Relationships

  • Create and Customize Objects
  • Work with Fields
  • Establish Relationships

3. Lightning Apps and Record Pages

  • Tailor and Build Lightning Applications
  • Design Page Layouts
  • Determine Record Types

4. Public Sector Applications and Industry Common Layer Toolkit

  • Examine Public Sector Solutions Architecture
  • Discover Public Sector Apps
  • Explore Industry Common Layer Toolkit
  • Prepare a Public Sector Org
  • Manage Users and Assign Permissions

5. License and Permit Management

  • Explore License and Permit Management
  • Understand License and Permit Management Capabilities
  • Examine the Licensing and Permit Data Model
  • Configure License and Permit Management
  • Establish Regulatory Authorities and Authorization Types
  • Manage Applications and Approval Processes
  • Set Up Your Public Portal

6. Inspection Management

  • Explore Inspection Management
  • Understand Inspection Management Capabilities
  • Examine the Inspection Management Data Model
  • Establish Regulatory Framework
  • Configure Assessment Indicators
  • Create Action Plan Templates and Visits
  • Utilize Dynamic Assessments

7. Grants Management

  • Explore Grantmaking
  • Examine the Grantmaking Data Model
  • Maintain Programs and Budgets
  • Manage Funding Opportunities
  • Monitor Individual Applications
  • Manage Funding Awards and Disbursements

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Class Dates & Times

Class times are listed Eastern time

This is a 3-day class

Price: $2,700.00

Class dates not listed.
Please contact us for available dates and times.