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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