Public Sector Professional

A customer wants to implement a customer community. Authenticated users will be able to log cases, manage their account and contact information, and apply/view their grant applications. What two security settings should be configured to ensure the community is secure and no extra information is available to the authenticated community users? Choose 2 answers. Set up Sharing Rules to grant authenticated users access to their Cases. Applications, and Accounts. Set Org-Wide Defaults for External Users to Hidden for everything. Set up Sharing Sets to grant authenticated users access to their Cases, Applications, and Accounts. Set Org-Wide Defaults for External Users to Private for everything.

Bobahaven wants to implement the Grants Management module of Public Sector Solutions. They would like to allow constituents to apply online for grants and check the progress of grant applications. The Chief Marketing Officer and Head of Constituent Services have expressed their concerns about the security of the solution. They want to ensure they comply with privacy regulations around the storage and use of constituent's data, and they are wondering how to protect against bots potentially spamming the application forms. What should the Technical Consultant suggest to Bobahaven to protect the application forms? Choose 2 answers. Enable the Salesforce Spam Check for Experience Sites. Deploy grant application OmniScripts on Bobahaven's Experience Site pages set to 'Requires Login.'. Provide constituents with a search page on Bobahaven's website to look up application reference numbers and check the applications progress. Implement spam checking for Bobahaven's Experience Site forms using CAPTCHA. Set the external organization-wide default sharing settings for grant applications objects to Private.

A government agency is planning for a project Implementation. The project has to comply with regulations for storing protected health information (PHI). What are two different Salesforce security tools that can be used to meet this requirement? Choose 2 answers. Field Audit Trail. Setup Audit Trail. Event Monitoring. Platform Encryption.

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? Choose 3 answers. Link Inspections and Visits to Permit Applications. Configure Inspections and Visits. Link Cases to Permits. Configure Action Plans on Cases and Permits. Set up Business Rules Engine (BRE) to determine Complaint validity.

A government agency recently migrated to Salesforce and is very excited to be on board, but their System Administrators have doubts about installing the Omnistudio package. Which three tasks must be completed or checked before installing the Omnistudio Package? Choose 3 answers. Enable Orders. Enable Assets. Enable Person Accounts. Ensure the email deliverability access level is set to "All email". Confirm browser settings meet published minimum requirements.

A Public Sector Organization (PSO) is currently managing an ongoing emergency by utilizing Emergency Response Management. The PSO would like to get further insights and use their data in Salesforce to help them analyze their data and understand where they need to increase their focus. What are two preconfigured Dashboards available in the Emergency Response Management package that the Technical Consultant can recommend to the PSO for rapid rollout? Choose 2 answers. Global Emergency View. Visits. Emergency Hotspots. Emergency Requests Overview.

Which three require set up to configure a License Authorization? Choose 3 answers. Business Type. Regulatory Authority. Inspection Type. Regulatory Authorization Type. Business Profile.

To allow a user to access the Public Sector Solutions Employee Experience pre-built application, which three permission sets need to be assigned? Choose 3 answers. Employee Experience Community Access. Employee Productivity Plus User Data Access. Employee Experience for Public Sector. Employee Productivity Plus Access. Public Sector Solutions User Access.

What are the three different key modules of Public Sector Solutions: Business Rules Engine? Choose 3 answers. Expression Maps. Expression Sets. Decision Table. Decision Matrix. Decision Tree.

A customer wants to define a specific set of three documents that are required for a business application. They want to provide a checklist that is easy for the applicant to know what needs to be uploaded and manage the uploads easily, but they also want to be consistent with requiring these documents for every business application. What are the three steps required to do this? Choose 3 answers. Create three Document Checklist Items specifying the required document types for the Action Plan Template & Publish it. Create three Tasks specifying the required document types for the Action Plan Template & Publish It. Create an Action Plan Template with Target Object as Business License Application. Create three Document Checklist Items specifying the required document types tied to the Business License Application. Create a flow automation to auto-associate the published action plan template to new Business License Applications as they are created.

A Public Sector Organization (PSO) is already using Grants Management from Public Sector Solutions and has users interacting with the PSO digitally via their Experience Cloud site. The Technical Consultant has already configured the site to allow users to create support requests themselves; however, the support team in the PSO often creates Cases on behalf of external users. The PSO has received feedback that users of the Site are unable to see Cases that the support team has created. What can the Technical Consultant configure to make Cases created by the support team visible to the users of the site?. Change the Organization-Wide Default settings for Case to Public Read/Write. Create or modify a sharing set for the Profile used for the Site that gives access to Cases. Create or modify a permission set that gives access to Cases owned by the support team. Create or modify a share group for the Profile used for the Site that gives access to Cases.

A Public Sector Organization (PSO) is implementing Public Sector Solutions. It has a requirement that they would like to keep a list of assessment indicators that their teams will use during inspections and have those indicators mapped to regulatory codes that team members can reference. Leveraging the Public Sector Solutions data model, how can the Technical Consultant meet the requirement for the PSO?. Create a master-detail relationship between Regulatory Code and Assessment Indicator. Use the Regulatory Code Assessment Indicator junction object. Use the Assessment Indicator Regulatory Code junction object. Create a lookup relationship on both objects to a junction object called Regulatory Code Map.

A government agency using Public Sector Solutions often has to perform onsite visits for compliance inspections. Various internal teams across the government agency need to have visibility into and collaborate on inspections. Which Public Sector Solutions feature should be used to automate inspection tasks works and drive internal collaboration?. OmniStudio. Action Plans. Data Raptors. Business Rules Engine.

A public sector agency has implemented Public Sector Solutions for Licenses & Permits. After the intake of the Permit application, an applicant needs to pay permit fees. This step requires checking permit fees associated with the type of permit in an external system and, at the same time, applying an applicable discount on fees based on the site/address (this data resides in a custom object). What feature of Public Sector Solutions can be leveraged to meet this requirement?. DataRaptor. Integration Procedure. FlexCard. OmniScript.

A government agency is planning a Public Sector Solutions implementation. What are three main constraints that government agencies often have in project implementation?. Workshops, Schedule and Cost. Scope, Tools and Cost. Scope, Resources and Cost. Scope, Schedule and Cost.

A customer warns to provide recommendations to the public on what kind of license is required for their business (three types). Key attributes are required to determine the correct license type, such as city & county location, the volume of current business (in S), and the size of the building. The rules often change for the thresholds for the volume and size of the building, so the business needs to be able to update these rules easily. What declarative components would be required to ask the public these questions and provide a recommendation based on the current rules?. OmniChannel for capturing answers, along with a Reference Lookup Matrix to evaluate & recommend a license type. OmniStudio for capturing answers, along with Einstein Al to evaluate & recommend a license type. Lightning Web Component for capturing answers, along with Apex to evaluate & recommend a license type. OmniScript for capturing answers, along with a Decision Matrix to evaluate & recommend a license type.

Which Experience Cloud template contains pre-configured components for Licensing and Permitting use cases?. Public Sector Solution Template. There is no pre-configured template. The customer Account Portal template. The licenses and Permits template.

A government agency charges license fees for small businesses. The agency uses Public Sector Solutions to automate the license application process and dynamically calculate the license fee (based on multiple parameters, ex: revenue, industry type, etc.) for a specific business customer. Which public sector tools should be leveraged for this use case?. Application form using Omniscripts and embed the license fee logic using integration procedures. Application form using Flows and embed the Business Rules Engine to derive the license fee in the process. Application form using Omniscripts and embed the Business Rules Engine to derive the license fee in the process. Application form using Omniscripts and embed the license fee logic using triggered flows.

Department of Disaster Assistance has started implementing a 'Grants Management' project using public sector solutions tools. As part of the business process, the department staff has to send an agreement to the Grant Seeker on the funding amount and related conditions. The turnaround time from both parties in exchanging the documents with signatures takes longer than expected. What is the best way to solve the problem using the available toolset with minimum/less coding?. Install and Configure the DocuSign managed package for Salesforce and send the document envelope from the flow using standard DocuSign actions. Install and Configure the DocuSign managed package for Salesforce and send the document envelope from the flow using apex action. Set up the DocuSign integration electronic Signature and use Omniscript GenericDocuSign/ObtainEsignature to send the document to related parties. Set up the DocuSign integration electronic Signature and use Omniscript GenericDocuSign/sendEsignature to send the document to related parties.

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?. Workflow Field Updates. Data matrices. Process Builder. Decision Matrices.

A government agency would like to ensure that the calculation for fees is performed correctly; the System Administrator needs to ensure that the rules are defined properly. Where in the Expression Sets can the Administrator set the data?. Entry Criteria for Process builder. Under Add Resource in Expression Sets. Under the Decision Table. Under OmniScripts and while setting options.

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?. The internal users' role hierarchy has been set incorrectly. The internal users are missing the Emergency Response Management permission set. The internal users are missing the Emergency Management Response permission set license. The Organization Wide Defaults for ERM objects were set to Public.

A public sector agency implemented Public Sector Solutions for meeting licensing, permitting, and inspection requirements. The inspection team has requested to make a few changes to the existing inspection form. The System Administrator is unable to see the 'Edit' button for the Action Plan template and hence unable to make any changes. What could be the reason for this?. Edit option needs to be added to Action Plan template page layout. System Administrator doesn't have "Edit" permissions to Action Plan template. Once published, an Action Plan template cannot be changed. Action Plan template changes have to be requested to Salesforce support team.

A public sector agency recently implemented Public Sector Solutions. A new inspector has been onboarded to conduct inspections, but cannot access Action Plans. All other inspectors can access Action Plans without any problems. What is the cause?. The 'Enable Notes' permission has not been selected for the new inspector. Person Account Models have not been enabled on the org. The Salesforce user for the new inspector is disabled. Action Plans Permission set has not been assigned to the new inspector.

The City of Snaxboro has implemented CRM Analytics for Public Sector but keeps getting an error message when creating the Analytics app for Licensing, Permits, and Inspections. They have verified that users have appropriate permission sets. What is the most probable cause?. There are no Visit records. There are no active Action Plan Templates. Person Accounts have not been enabled. There are no Violation records.

A government agency uses Public Sector Solutions to manage permits and grant 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, upon logging in. In this scenario, which is the correct reporting and analytics solution?. Create a custom Approvals report using standard Salesforce Reports and Dashboards and add this to a custom Home Page assigned to the Approver role. 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. Create a custom Approvals dashboard using standard Salesforce Reports and Dashboards and add this to a custom Home Page assigned to the Approver profile. Provide CRM Analytics licenses to all team members, create a custom Approvals report using CRM Analytics for Public Sector and add this to a custom Home Page assigned to the Approver role.

A government agency wants to digitize hundreds of PDF forms for its employees. Which Employee Experience for Public Sector feature(s) are most important to address this opportunity?. Salesforce OmniStudio, Flows, Employee and Public Sector Data Models, and Employee Community. Salesforce Flows, APEX, Custom Objects, and VisualForce. Salesforce Flows, Customer Community, and Individual Account. Salesforce Flows, Employee and Public Sector Data Models, and Employee Community.

Bobahaven has implemented the Licenses, permits, and inspections modules of Salesforce Public Sector Solutions to enable their permit application and approval processes. Permits received over 12 month require additional manage sign-off before approval. For regulatory compliance, the application's history and approval must be auditable. What will technical consultant suggest to Bobahaven is the solution for this requirement?. Implement an approval escalation rule that escalates applications to the user's manager when the application duration is longer than 12 months. Implement an approval process that routes an approval request to the user's manager when the application duration is longer than 12 months. Implement business Rules Engine to identify application .. 12 months and train staff to use Chatter to request approval from their manager. Implement a Flow to identify applications over 12 months and assign ownership of the application to the user's manager for approval.

The City of Bobahaven is setting up Employee Experience Management and needs to ensure that sensitive HR data is protected. What configuration should the Technical Consultant perform to assist with meeting this requirement?. Disable all approval processes on the Case object. Disable the Grant Access Using Hierarchies setting on the Case object. Mirror the Org Chart into The Role Hierarchy. Set the Organization-Wide Defaults (OWD) for the Case object to private.

A government agency wants to automate the validation of an applicant's date of birth from a driver's license or passport. Which features are required to automate the validation of the date of birth?. Files. Attachments. Intelligent Form Reader. Content.

After a grantseeker has submitted an application for review, Foodvania needs to review the Funding Request and allocate the funds appropriately. For audit purposes, all expenditures must be tracked according to how the money was disbursed (Mortgage arrearage, Utility assistance, etc.). Which two would the consultant build to handle this request utilizing Public Sector Solutions (PSS)? Choose 2 answers. Recommend using PSS with the Nonprofit Success Pack. Recommend using PSS with the Outbound Funds Module. Recommend using PSS with the Grants Management product. Recommend using PSS with FinancialForce Accounting.

A government agency would like to standardize its grant funding process and is looking for a solution to prioritize and award funds to the most eligible grant-seekers using Public Sector Solutions. What three components should a technical consultant configure to define applicants' eligibility and help with application prioritization? Choose 3 answers. Create a Decision Matrix using BRE. Create an Application Form using OmniScript Designer. Create an Application Form using Web-to-Case. Create an Expression Set using BRE. Create an Application Form using Web-to-Lead.

A public sector agency recently implemented Public Sector Solutions for license and permit use cases. The agency is now planning to get certified for ISO 27001 compliance. One of the essential requirements for achieving this certification is demonstrating that enhanced security, data protection, and auditing capabilities are in place for their implementation. What Salesforce add-on product should a technical consultant recommend for the agency's compliance use cases?. Setup Audit Trail. Field History Tracking. Salesforce Shield. Classic Encryption.

A government agency runs various research and grant programs for scholars. They have decided to use the Individual Application object in Grants Management for Public Sector Solutions. Which Salesforce features must be enabled to support this use case?. Salesforce Flow. Product Schedule. Person Accounts. Custom Object for Applications.

A Technical Consultant has been asked to give insight to the reviewers explaining how a particular grant seeker was prioritized now that the Prioritization Expression Sets and Matrix have been developed. Which three tasks must the Technical Consultant do to accommodate this request? Choose 3 answers. Create a Screen flow and incorporate the Decision Explainer component to display the outcome. Create an Apex Trigger to document the decision steps performed. Add the Decision Explainer Log History component to the Lightning record page(s). Integrate the BRE with Decision Explainer. Assign the Decision Explainer Permission Set License to the appropriate user(s).

A government agency wants to provide the ability for an external customer to apply for a grant. They require data about the applicant, their financial status, project plans, and other details, which must match the structure of their paper form to comply with the Paper Reduction Act. High volume of applications is expected with pixel-perfect branding. What tool(s) would be required?. OmniChannel, Flows, Apex, and DataLoader. Scripts, Einstein AI, Assessments, and Grants. OmniScripts, DataRaptors, Integration Procedures, and FlexCards. Application Form, Lightning Web Components, Communities, and Applications.

A public sector agency plans to use Public Sector Solutions for grants management. There are no in-house developers in the agency, and they are worried that some installation steps may require developer tools like VS Code & SalesforceDX. Which setup step requires developer tools?. Activate DataPack OmniScripts and Integration Procedures. Installation of OmniStudio Package in the org. Deploy the DataPack Lightning Web Component Files to the Org. Download Public Sector Sample DataPacks from Process Library.

An inspector at a large public sector agency is planning to make a visit to inspect restaurants in the city for compliance purposes. Which three built-in Lightning Components can they use to conduct efficient visits? Choose 3 answers. Inspection Tab Container. Inspection Details. Inspection Calendar. Inspection Dynamic Dashboards. Inspection Action.

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?. By utilizing the flows. By utilizing the expression sets in BRE module. By utilizing the integration procedures. By utilizing the combination of data raptors and integration procedures.

The Department of Disaster Assistance is implementing Grants Management using Public Sector Solutions. One pain point is that every grant reviewer follows a different review process. What is the best solution to standardize this process using the Public Sector Solution toolkit?. Create an omniscript guided process to define due diligence steps, related tasks, and documents to collect. Develop a standard set of processes/guides to coach the reviewers and ask them to follow them without fail. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect. Use a screen flow on Accounts to define due diligence steps, related tasks, and documents to collect.

What two core Salesforce Clouds is Public Sector Solutions based on? Choose 2 answers. Service Cloud. Experience Cloud. Marketing Cloud. Admin.

A Technical Consultant is designing a solution for eSignature related use cases using Public Sector Solutions out-of-the-box DocuSign integration. Which three functionalities are readily available? Choose 3 answers. Send a contract document for review and signatures. Track the signed contract document and update the contract record status. Approval process to invalidate a contract document that is pending signatures if a new contract document supersedes it. Ability/Request to update the contents of the documents before signing by the reviewer. Automatically invalidate a contract document that is pending signatures if a new contract document supersedes it.

A customer has specific steps/tasks that need to be performed every time a new Business License Application comes in. The following actions must be completed: *The applicant must upload an image of their driver's license *The license reviewer must perform a background check within five business/working days *The license reviewer must enter the background check results into an external system manually within two business days of completing the background check *The license reviewer must provide a recommendation to the approver to approve/reject the application & submit it for review *The license reviewer may add additional steps/tasks for a particular application as needed Which statement is true regarding Action Plan Templates relative to the business requirements?. An action plan template can be created for the business license application object, and a document checklist item for the Image upload can be created. The reviewer users cannot create their own tasks within a predefined action plan template. Action plans cannot have tasks with due dates dependent upon prior tasks within the action plan. A document checklist item for an action plan template cannot be created.

A Public Sector Organization (PSO) would like to deploy a digital experience that enables constituents to sign up for volunteer projects. Which Permission Set License should be assigned to a volunteer to allow them to sign up?. Community Response for Public Sector. Emergency Response for Public Sector. Volunteer Management for Community. Public Sector for Community.

A public sector agency needs to build an Experience Cloud template for channel sales workflows. The agency will be recruiting and onboarding associates for issuing licenses for alcohol and beverage distribution. The key requirement is to be able to easily configure lead distribution, deal registration, and marketing campaigns. Which Experience Cloud template should they use?. Customer Account Portal. Aloha. Partner Central. Help Center.

A large government agency is looking to transform its legacy systems using Salesforce. The agency routinely disperses loans to small and medium businesses using a public portal and the number of users can scale up to more than 100 million in the future. The agency is planning to use Experience Cloud to build this public portal. Considering the number of users, what license types should they consider using?. Customer Community. Channel Account. Customer Community Plus. Partner Community.

The Department of Disaster Assistance has received approval to fund government agencies if a disaster occurs. What is the best solution to capture fund-related requirements, objectives, and supporting documents?. Utilize the 'Funding Program Request' object to capture the details. Utilize the 'Funding Program' object to capture the details. Utilize the 'Funding Request' object to capture the details. Utilize the 'Business Licence Application' object to capture the details.

A government-supported agency that helps constituents track the status of their claims is using Public Sector Solutions. For claim assessors to review and process claims, it is crucial to see the applications' Decision Explanation Logs. Which component can be added to see the history of Decision Explanations for a claim?. Decision Explainer Log History. Log History. Audit Log. Record History.

A government agency recently implemented Public Sector Solutions with OmniStudio. Stakeholders have efficiency concerns with certain parts of licensing processing. Which OmniStudio feature identifies potential areas for further improvement?. OmniStudio Tracking Service. Field tracking services. Event Monitoring. Roll Up libraries.

The Department of Disaster Assistance would like to use eSignature capabilities to send the agreements/contracts to its customers. Which eSignature providers are readily available without much coding/configuration using the Public Sector Solutions toolkit? Choose 2 answers. eSignLive. Adobe Sign. DocuSign. Conga.

Foodvania has adopted Salesforce Public Sector Solutions to get relief to small businesses experiencing hardship due to the pandemic. Foodvania would like the recipients to apply for relief in a self-service portal, allowing for the upload of supporting documentation and the capability to check the status of their application. What should the consultant recommend using?. Recommend the Outbound Funds Module Which Includes the Grants Portal feature and the procurement for an allotment to Experience Cloud licenses so as the recipients may review their applications status. The consultant should recommend the Grants Management product which Includes the Grants Portal feature. The consultant should recommend the Outbound Funds Module Which Includes the Grants Portal feature. Recommend the Grants Management product with the Outbound Funds Module to give recipients the capability to review their applications status.

A Consultant supports the City of Snaxboro in setting up a new Licensing & Permitting system. The City is already using Public Sector Solutions for Emergency Response Management capabilities and is planning to use the Licensing & Permitting capabilities available in the same Salesforce instance. Which of the following configurations directly impacts the City's Salesforce licensing cost?. Configuring more than ten different OmnlScript Application forms and making them available on an Experience Site for external users to apply. Configuring an Application Object Usage Record to track the number of applications processed for License & Permit Management and Emergency Response Management. Configuring Business Regulatory Authorization Type Dependencies for external users to view on the Experience site when searching for a specific Permit to apply for. Configuring multiple record types for the Individual app, etc.

Bobahaven has purchased Licenses, Permits & inspections modules of PSS & is eager to transform its constituents' experience by providing authenticated digital permit applications & self-service for constituents B's marketing team has provided the consultant with branding guidelines & asset files. Sponsor has indicated that while brand standards are important to comply with,speed to market of this constituent digital experience is a higher priority. Which 2 Experience Site templates to select for building & deploying an authenticated digital experience with some custom branding but with an emphasis on an accelerated development timeframe?. Select BYO (Lightning Web Runtime) template & deploy custom-built Lightning Components. Select Licenses & Permits Experience Site template & customize the theme. Select Help Center Experience Site template, & customize the theme. Select BYO (Aura) template.

A Public Sector Organization (PSO) is responding to an emergency and wants to provide a way for constituents and businesses to access resources and submit requests for services and programs. The PSO wants to leverage Public Sector Solutions (PSS) components, where possible, and offer a digital experience to end users. What three prerequisite items should the Technical Consultant advise the PSO to configure so that PSS components can be used? Choose 3 answers. Install the ERM for PSS Managed Package. Enable Person Account. Enable Email-to-Case. Enable Web-to-Case. Install the ERM for PSS Unmanaged Package.

A government agency recently implemented Inspections Management, but the internal users want an easier way to generate Visits. Currently, the users must navigate to the Related List tab on an Application, scroll to the Visits related list and click 'New.' The users also have to manually fill all of the fields when creating the Visit record. What is the recommended approach for creating a better user experience when creating a Visit?. Change the Business License Application and Individual Application pages to have a single related list of Visits on the right panel. Create a Screen Flow with the required fields to create a Visit record and add the button to launch the flow on the page layout. Advise the government agency that the current method is the best option available without custom code, which they should avoid wherever possible. Create a new Action on the Business License Application and Individual A.

Bobahaven has implemented PSS to manage constituent applications for permits and licenses. However, they've noticed their call center is receiving a large number of phone calls asking similar questions about the new permit & license application processes. B is looking for advice on providing up-to-date information about permit and license processes to constituents so their call center inbound call numbers can be reduced.Which solution allows constituents to find answers to Q's before beginning the app process while reducing implementation & maintenance costs?. Implement SF Knowledge, & publish articles to public website CMS via outbound API calls. Implement SF Knowledge, & publish articles to public website via Lightning Out. Implement SF Knowledge, & publish articles to an unauthenticated Experience site page for constituents. Implement SF Knowledge, & publish to auth Experience site page.

A Public Sector Organization (PSO) is seeking to improve how they manage US community grants and would like to introduce a new portal to allow Organizations to apply for grants. The PSO would also like to improve its internal processes and use the Grants Management package from Public Sector Solutions. The PSO currently uses Salesforce in a minimal capacity, with their staff using the Salesforce Classic UL. In addition to procuring Grants Management licenses, what other three prerequisites should the Technical Consultant advise the PSO are required? Choose 3 answers. Customer Community Licenses. Enable Chatter. Enable Web-to-Lead. Migrate Users to Lightning Experience. Customer Community Plus Licenses.

What is true regarding Person Accounts in Salesforce?. When enabled in an org, it can be disabled again. It gathers fields from opportunity and contact objects. It uses the standard account object to hold the details about a person. Person accounts have the Account Hierarchy feature.

A public 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?. Build a digital experience site using pre-configured emergency response management (ERM) specific template. Create a custom Case Record Type and leverage a prebuilt Contact Support Form. Build a digital experience site using the Help Center template based on agency requirement. Leverage prebuilt Emergency Service Request flow.

When configuring an inspection, the administrator wants a violation record to be automatically generated when an inspector indicates that a standard requirement failed or an issue was identified. What is the recommended approach for configuring the inspection to achieve this requirement?. Create a new violation type record and associate it with an appropriate Assessment Indicator Definition. Select the "Auto-generate" checkbox so it will generate a V record whenever the AID fails. In the "Results" picklist field of the Inspection Assessment Indicator Object, edit the "Fail" and "issue" picklist values and select the "Violations" checkbox for the values to generate a V record when selected. Build an auto-launched Flow that will get all the assessment questions in an inspection. For each question that has a result marked as "Issue" or "Fail", generate a V record. In the AP Template configure auto-generation.

A Public Sector Organization installed Grants Management and wants to ensure users cannot self-register on the Experience Cloud site, as they register users manually. What configuration should be performed?. Enable self registration in the Digital Experiences setup menu. Update contact page layouts and add 'Register User' action. Update contact page layouts and add 'Enable Customer User' action. Enable manual registration in the Digital Experiences setup menu.

Bobahaven has been using SF Service Cloud for some time and has recently implemented PSS to improve its application and grants management processes. The executive team wants to understand the trends and metrics around B's constituent satisfaction with the new system. It is particularly interested in under- standing the average time Bobahaven's employees take to resolve constituent service queries now versus their historical performance. Up until now, however, B has not been tracking case duration. In this scenario, which is the correct reporting an analytics solution to provide ongoing trend reporting of case duration while also minimizing customization?. Public Sector Case Analytics App, with a newly created custom field to track case duration for new cases. Public Sector Case Analytics App, leveraging CRM Analytics' case duration formula. Standard SF Report using the Standard Case report type, with a custom formula.

Which three Work.com managed packages/features can be installed as part of Employee Experience for Public Sector? Choose 3 answers. Workplace Command Center. Workplace Strategy Planner. Employee Workspace. HR Service Center. Employee Concierge.

A government agency is evaluating the use of Public Sector Solutions. Their legacy solution has been in place for over 20 years; many of their current processes and files are still manual and paper-based. The agency would like to digitize and automate more of its processes and files going forward. Which public sector solution should a technical consultant recommend for this use case?. Workflows. Intelligent document automation. Smart Forms. Business Rules Engine.

A public sector agency has implemented public sector solutions for managing their Grants program. The agency authorities have received a complaint from an applicant whose eligibility was declined for the program. How should the agency authorities check how the eligibility was determined for this application record?. Use Salesforce debug logs using Developer console to understand how eligibility is being determined. Do testing with relevant data and check how each test behaves. Use Decision Explainer to understand how the decision was made. Use Public Sector Solutions - Selection Explainer to understand how the selection was made.

A consultant completes a process requirement workshop with a government agency and completed a process map following the workshop. When should the consultant review the process map with the government agency to get sign-off on outlined business requirements?. After the completion of the design and solution phase. Before the solution design and solution phase of the project. During user acceptance testing. After the architecture team has reviewed the process map.

A public sector agency expects a large number of applications for a grants program. The agency wants to easily qualify and make decisions for applications based on certain conditions. Which feature should be leverages for this use case?. Business Rules Engine. Apex Trigger. Process Builder. Visual Flow.

The city of Snaxboro has several license and permit forms that are long and complex. Applicants often fill out these forms incorrectly and forget to submit key pieces of information, resulting in requests for more information on their applications. The city wants to use Public Sector Solutions and digitize these forms to increase the accuracy of information submitted by applicants and reduce processing times. What three recommendations should a technical consultant provide to the city to achieve this? Choose 3 answers. Analyze application forms and create simple, reusable omniscripts for processes that are repeatable. Create a PDF form and integrate it with the Public Sector Solution application intake form process. Add spaces in the names of each of the elements. This ensures improvement in OmniScript's load time. Review application forms and find logical points in the process that can be broken into smaller steps.

A user called in for a status update on their application. In reviewing the application, the caseworker has come to find out that the application was incorrectly prioritized. The case worker's supervisor advised the case worker to check the decision log to see exactly why the application was prioritized the way it was. However, the caseworker cannot see the component even though the Administrator has confirmed it is on the page layout. What should the Administrator check next?. Verify the case worker has the Decision Explainer permission set. Verify that the case worker has OmniStudio user permission. Verify the case worker has the Rules Engine Runtime permission. Verify the case worker has OmniStudio Admin permission.

A government agency is implementing Public Sector Solutions and their intake officer is looking to create a document checklist and review business license applications only. The agency is looking to create a document type for business license applications using the intelligent document automation (IDA) and restrict the record access to the intake officer only. What are three steps a technical consultant should configure to satisfy the agency's use case? Choose 3 answers. Turn on Document Checklist. Enable Intelligent Document Automation. Assign Permissions and Permission Sets for application forms. Create a Document Type. Create a document type under Notes and Attachment.

A public sector agency is leveraging the Business Rules Engine for its Licensing & Permitting implementation. The agency needs to allow multiple permits for a single application, and the permit fee is calculated based on the type of permits selected. Which two steps would a technical consultant use to address this use case? Choose 2 answers. Add a lightning component to query and aggregate total value. Add an Aggregate Group to the end of the Expression Set. Provide Permission Sets to users for Expression Set. Add an Aggregate Step to the group and add the SUM function.

A public sector organization (PSO) is implementing Public Sector Solutions. As part of this implementation, the PSO is deploying a new site to provide constituents with information about the service they provide. Constituents will be able to register and log into this new site to access some features as well. The PSO needs to ensure that constituents are unable to see each other by default for all sites that they configure. What can the Technical Consultant configure to meet this requirement for the PSO?. Disable user sharing in site administration settings page. Uncheck the 'Site User Visibility' checkbox in the sharing settings page. Set Organization Wide Default for User Object to "Public Read Only". Remove access to user object from Permission Set.

How do you retrieve the status of an envelope sent by DocuSign in Public Sector Solutions?. You use the REST API DocuSign provided you. The apex class ContractEnvelopeStatusScheduler. The apex class ContractDocumentEnvelopeStatusScheduler. The apex class ContractStatusScheduler.

You will open a portal for a short time. During this short time, there will be a LOT of requests. What do you do to avoid overload? Choose 3 answers. Use CDN to create waiting rooms. Perform UAT testing to identify bugs. Shut down processes and asynchronize them (those that can be). You limit entry by IP and times. Conduct tests to simulate heavy load on the site and check if this impacts performance.

Which component automates processes with repeatable steps that involve different owners and deadlines?. OmniScripts. Actionable Relationship Center. Action Plans. Document Checklist Items.

Which component can be used to display memberships and relationships between household members?. Actionable Relationship Center. Hierarchical View. Interaction Summaries. Flex Cards.

Which two components in Service Innovations for Public Sector Solutions help agents offer insights about related topics without asking extra questions to constituents? Choose 2 answers. Engagements. Service Process Studio. Action Launcher. Identity Verification.

Which component provides a chronological view of constituent Interactions?. Timeline. Events and Milestones. Record Alerts.

Which component routes documents individually to different approvers?. Intelligent Document Reader. Document Checklist Items. OmniStudio Document Generation. Intelligent Document Automation.

Which component provides a framework to display actions from multiple data sources?. Timeline. Events and Milestones. Record Alerts.

Which component provides a synopsis of important events in a person's or household's history?. Timeline. Events and Milestones. Record Alerts.

What are two examples of when to use OmniScript? Choose 2 answers. Create assessments that require calculations and code. Create pre-screening and intake forms. Send documents to constituents. Create forms and scripts to guide call-center agents.

What does Type Ahead do when used with a DataRaptor in OmniStudio?. Create Salesforce records when completing OmniScripts. Display a list of accounts in the results. Extract or Query existing Salesforce data into OmniScripts. Manage complex data structures natively on Salesforce.

Which component can be used to create grant awards and contract documents to send to constituents?. OmniStudio Document Generation. Intelligent Document Reader. Document Checklist Items. Intelligent Document Automation.

Which type of document generation occurs asynchronously in OmniStudio Document Generation?. All Types. Client-side. Checklist items. Server-side.

Which type of lookup table targets the management of individual records and allows data to be stored in separate objects?. Decision Explainer. Expression Sets. Decision Tables. Decision Matrix.

Which component consolidates multiple microservices into composite API and caches reusable API responses?. Service Innovations. Data Raptors. OmniStudio. Integration Procedures.

What is the first step in creating an Experience Cloud site?. Activate Personal Notes. Enable Digital Experiences. Create Permission Sets. Register Person Accounts.

How can you preview your site to see how it looks in a desktop browser window and on a mobile device?. Use Experience Builder. Use Cloud site. Use Digital Experiences. Use an Experience Cloud Template.

Why is it important to use the Audit Trail feature with Identity Verification? Select the two best answers. To search for possible constituent matches and verify with external databases. To keep a log of details to view and filter through. To configure verification questions from multiple objects. To meet compliance requirements.

True or false: Configure OmniScript to populate PDFs with inputs from any form or assessment created in the component. False. True.

What's the most efficient way for Salesforce Public Sector Solutions customers to help constituents figure out the right licenses and permits to get?. Prescreen constituents with assessment questions and provide recommendations. Remind constituents to call their local contact center and get recommendations. Open additional office hours for constituents to book appointments and get recommendations. Leave it to constituents to determine the appropriate authorizations.

Which License and Permit Management capability helps reviewers get a consolidated view of account's applications, inspections, violations, enforcement actions, and public complaints?. Community Components. Action Plans. Business Rules Engine. Hierarchical View.

What needs to be done to digitize paper based documents? Choose 3 answers. Set up Data Extraction. Enable OCR. Map form types to the object. Enable Intelligent Form Reader.

What data is the minimum data requirement to create the CRM Analytics for Licenses, Permits, and Inspections app?. Each of these objects must have at least one record: Business License Application, Individual Application, Public Complaint, Regulatory Transaction Fee, Visit. Account, Case, Contact, Lead, Opportunity. Asset, Order, Contract, Product, Pricebook. Program, Benefit, Care Plan, Goal, Referral.

Which permission set allows administrators to implement the CRM Analytics platform, Einstein Discovery, and create/manage the Licenses, Permits, and Inspections app?. CRM Analytics Plus Admin & TCRM for Public Sector Admin. CRM Analytics Plus User & TCRM for Public Sector User. Public Sector Extra Admin. Salesforce Administrator.

How do you keep the licenses, permits, and inspections analytics dashboards up to date automatically?. Schedule Recipes. Manual Refresh only. Re-install the package. Run Apex Batch job.

Which dashboards are included in the Analytics for Licenses, Permits, and Inspections app?. Compliance Insights, Executive Summary, Department Summary, Account Insights. Workload Management, Case Analytics, Financial Insights. Sales Summary, Lead Conversion, Opportunity Pipeline. Portal Usage, Self-Service Insights, User Activity.

Which dashboards are included in the Caseworker Productivity App?. Workload Management Analytics, Case Analytics. Compliance Insights, Executive Summary. Account Insights, Department Summary. Revenue Insights, Grant Analytics.

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?. Enable Intelligent Form Reader. Map Form Types to Objects. Set Up Data Extraction. Create Custom Apex Trigger.

What are the prerequisites to setting up Intelligent Form Reader in Public Sector Solutions?. License: Ensure you have the required licenses for Intelligent Form Reader, which is an add-on to certain Salesforce editions. AWS Account: Create an AWS account to leverage Amazon Textract, the underlying technology used by IFR. Permissions: Assign the necessary permissions to users who will be interacting with. Install Marketing Cloud.

What is the confidence score threshold in Intelligent Form Reader (IFR)?. The minimum level of accuracy required for extracted data. The maximum number of pages per PDF. The speed of document processing in seconds. The number of concurrent users supported.

What is the purpose of Document Types in Public Sector Solutions?. Allow Admins to categorize different types of documents. Convert Word documents to PDF automatically. Encrypt files stored in Salesforce. Delete expired documents automatically.

The Department of Disaster Assistance would like to enhance its existing grant management experience using the "Grants Management" Public Sector Solution. What are the correct sequential stages involved in the grant management lifecycle?. Plan, Apply, Engage, Review, Award, Manage and Close Out. Plan, Engage, Apply, Review, Award, Manage and Close Out. Engage, Apply, Plan, Review, Award, Manage and Close Out. Apply, Engage, Plan, Apply, Review, Award, Manage and Close Out.

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?. Automatically update the number of registered volunteers and volunteers needed when shifts are canceled. Volunteers can sign up for volunteer projects and can report time spent on volunteer activities. Automatically assign volunteers to emergency cases based on AI. Pay volunteers directly using Salesforce Billing.

The city of Sandbox is using Salesforce Public Sector Solutions and wants to quickly gain analytics insights. Which app should they deploy?. CRM Analytics for Public Sector. Tableau Desktop. Google Analytics. Power BI.

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?. Action Plan Template with Type="Visit Execution", Target Object = "Business License Application". Action Plan Template with Type="Task Execution", Target Object = "Case". Action Plan Template with Type="Inspection", Target Object = "Account". Action Plan Template with Type="Audit", Target Object = "Contact".

Bohabaven has previously implemented Salesforce Service Cloud to handle constituent queries and complaints, including a constituent self- service digital experience. This was implemented previously using the Help Center template. Bobahaven is now ready to implement the Public Sector Solutions Licenses, Permits, and Inspections modules, and wants to provide constituents with access to digital application forms. What is the right solution for this requirement that minimizes customization and site maintenance?. Create OmniOut components and deploy them to the existing Help Center experience site. Create a new Applications digital experience using the Licenses and Permits Experience Site template, and deploy components such as OmniScripts and FlexCards to the new experience site. Create new pages and deploy components such as OmniScripts and FlexCards within the existing Help Center experience site.

An Administrator at a government agency has created a new version of their "Business Re- Opening" Inspection by cloning and updating the Action Plan Template. However, upon selecting the "Business Re- Opening" Action Plan, the inspection generated is still based on the old Action Plan Template. What is most likely the reason for this issue?. The Inspection Type has not been updated with the new Action Plan Template. The new Action Plan Template has not been activated. The new Action Plan Template has the same name as the previous template. The Inspection Type must also be cloned to create a new version for users to select.