The city of Sandbox has been using Public sector solution for ......some time now. The city wants to quickly ...
Which tool is recommended to help them achieve this requirement?
For the city of Sandbox, which is already using Salesforce Public Sector Solutions and wants to quickly gain insights, Salesforce Reports and Dashboards is the recommended tool. Here's why:
Ease of Use:
Salesforce Reports and Dashboards are user-friendly and can be quickly set up by administrators and users without needing extensive customization or additional tools.
They provide immediate insights by allowing users to create reports and dashboards from existing data within Salesforce.
Real-time Data:
Reports and Dashboards offer real-time data visualization and analytics, which is crucial for making informed decisions quickly.
They can be configured to track various metrics such as case resolution times, constituent satisfaction, and service delivery efficiency.
Customization:
Users can customize reports and dashboards to meet specific needs, including filtering data, grouping, and creating various chart types.
This flexibility allows the city to tailor insights according to their unique requirements and quickly adapt to new information needs.
Integration:
These tools are natively integrated within Salesforce, ensuring seamless access to data without the need for additional integrations or software.
Steps to create Reports and Dashboards:
Create Reports:
Go to Reports > New Report and select the relevant report type.
Customize the report by adding filters, groupings, and fields as needed.
Create Dashboards:
Go to Dashboards > New Dashboard and add components based on the reports created.
Arrange and configure the dashboard components to provide a comprehensive view of the data.
Using Salesforce Reports and Dashboards allows the city of Sandbox to leverage existing Salesforce capabilities for quick and effective data analysis.
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 Public Sector Organization (PSO has installed Grants Management and would
like to ensure that users cannot self-register on the Experience Cloud site, as the
PSO would like to register users for now manually.
What configuration should the Technical Consultant perform to meet this
requirement?
In Salesforce Public Sector Solutions, particularly when dealing with the Grants Management and Experience Cloud, controlling user registration is crucial. To ensure that users cannot self-register and instead are manually registered by the Public Sector Organization, the following steps should be taken:
Disable Self-Registration:
Navigate to Setup > Digital Experiences > All Sites.
Select the relevant Experience Cloud site.
Under Administration > Login & Registration, ensure that self-registration is disabled.
Manual User Registration:
Go to Setup > Object Manager > Contact > Page Layouts.
Select the appropriate page layout(s) where you want to add the manual registration action.
Add the 'Enable Customer User' quick action to the page layout. This action allows administrators to manually create user records from contacts.
By updating the contact page layouts to include the 'Enable Customer User' action, administrators can manually control which contacts are enabled as users for the Experience Cloud site. This method is straightforward and aligns with standard Salesforce practices for managing user access in Experience Cloud.
Salesforce Help: Experience Cloud Sites Login and Registration
A government agency is planning a Public Sector Solutions implementation. What are three main constraints that government agencies often have in project implementation?
Foodvania is using Business Rules Engine (BRE) to help with the application review process in their Public Sector Solutions implementation. The Administrator of Foodvania's Salesforce instance has been tasked with finding out why some applications are being prioritized incorrectly.
Where in the current configuration would an Administrator look to find a plausible explanation for the incorrect prioritization?
In the Business Rules Engine (BRE) of Salesforce Public Sector Solutions, when applications are being prioritized incorrectly, the Decision Matrix is a critical component to examine. The Decision Matrix defines the logic and criteria for decision-making processes, such as prioritization of applications. If applications are not being prioritized as expected, it's likely that the configuration within the Decision Matrix does not align with the intended criteria or rules. Adjusting the logic or criteria within the Decision Matrix can correct the prioritization process, ensuring that applications are evaluated and prioritized accurately according to the organization's requirements.
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