Bobahaven has implemented the Licenses, Permits, and Inspections modules of Salesforce Public Sector Solutions to enable their permit application and approval processes. Bobahaven's contact center management team has noticed an increase in complaints to the contact center regarding lengthy application response times. Bobahaven has asked for guidance on identifying applications that are taking longer than the published Service Level Agreement (SLA) for approval times and proactively resolving these to improve the constituent experience. What should a technical consultant recommend to Bobahaven to solve this problem?
A. Implement Entitlements and Milestones for Applications, including internal notifications and escalations after the application has breached the agreed SLA.
B. Implement Entitlements and Milestones for Applications, including internal notifications and escalations when the application is about to breach the agreed SLA.
C. Implement Cases with Entitlements and Milestones, including internal notifications and escalations when the application is about to breach the agreed SLA.
D. Implement Cases with Entitlements and Milestones, including internal notifications and escalations after the “application has breached the agreed SLA.
Explanation:
To address the issue of lengthy application response times and improve the constituent experience, it is essential to implement a proactive solution that monitors application processing against the Service Level Agreements (SLAs). Entitlements and Milestones in Salesforce provide the necessary tools to achieve this:
Entitlements and Milestones:
Entitlements define the service level and support provided to constituents. Milestones track the key performance indicators and stages within the entitlement process.
By configuring entitlements and milestones for the permit applications, Bobahaven can monitor the progress of each application against the defined SLAs.
Proactive Notifications and Escalations:
Internal notifications and escalations can be set up to trigger when an application is about to breach the agreed SLA. This proactive approach allows the contact center team to intervene before the SLA is violated, thereby improving response times and reducing complaints.
Steps to Implement:
Navigate toSetup>Entitlement Management>Entitlementsand create entitlements for the permit applications.
Define Milestones within the entitlements to represent critical stages in the application process.
Configure milestone actions to include internal notifications and escalation rules that trigger as the application approaches the SLA breach threshold.
Ensure that the contact center management team receives these notifications to take timely action.
By implementing entitlements and milestones with proactive notifications and escalations, Bobahaven can effectively manage application processing times, ensuring adherence to SLAs and enhancing the overall constituent experience.
References:
Salesforce Help: Entitlements and Milestones
Salesforce Public Sector Solutions Documentation
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 of the installation steps may potentially require development skills and the use of developer tools such as VS Code & SalesforceDX. Which steps for Public Sector Solutions setup and installation require the use of such developer tools?
A. Activate DataPack OmniScripts and Integration Procedures
B. Installation of OmniStudio Package in the org
C. Deploy the DataPack Lightning Web Component Files to the Org
D. Download Public Sector Sample DataPacks from Process Library
Explanation:
Deploying the DataPack Lightning Web Component Files to the Org is a step for Public Sector Solutions setup and installation that requires the use of developer tools such as VS Code & SalesforceDX. DataPack Lightning Web Component Files are files that contain code for displaying DataPacks on Lightning Pages or Experience Sites. To deploy these files to the org, the agency needs to use a developer tool that supports metadata deployment, such as VS Code & SalesforceDX.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_datapack_lwc.htm &type=5&language=en_US
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?
A. Install and Configure the DocuSign managed package for Salesforce and send the document envelope from the flow using standard DocuSign actions
B. Install and Configure the DocuSign managed package for Salesforce and send the document envelope from the flow using apex action
C. Set up the DocuSign integration electronic Signature and use Omniscript GenericDocuSign/ObtainEsignature to send the document to related parties
D. Set up the DocuSign integration electronic Signature and use Omniscript GenericDocuSign/sendEsignature to send the document to related parties
Explanation:
To address the issue of lengthy turnaround times in document exchanges and signings in a grants management scenario with minimal coding, setting up theDocuSign integration for electronic signatures and using OmniScript to handle the signature process (Option C)is the best solution. The specific action within OmniScript to be used would beGenericDocuSign/ObtainEsignature.This action allows for sending documents that require signatures directly within the Salesforce environment using DocuSign, thereby significantly reducing the time and effort involved in manual processes.
Options A and B involve configuring the DocuSign managed package but suggest using standard DocuSign actions or Apex actions, which can be less integrated into user flows and might require more coding. Option D mentions using a "sendEsignature" action, which is less accurate compared to the "ObtainEsignature" action for this context, as it is crucial to capture signatures rather than just send them out.
These answers and explanations are aligned with best practices in leveraging Salesforce Public Sector Solutions and its integrations to enhance functionality and user experience.
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?
A. Inspection Tab Container
B. Inspection Details
C. Inspection Calendar
D. Inspection Dynamic Dashboards
E. Inspection Action
Explanation:
Inspection Tab Container, Inspection Details, and Inspection Action are three built-in Lightning Components that can be used to conduct efficient visits. Inspection Tab Container is a component that can display a tabbed interface for viewing and editing inspection records. Inspection Details is a component that can display the details of an inspection record, such as the inspection type, status, date, and time. Inspection Action is a component that can display the actions that can be performed on an inspection record, such as completing, canceling, or rescheduling the inspection.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_inspection_components.htm &type=5&language=en_US
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?
A. Workflow Field Updates
B. Data matrices
C. Process Builder
D. Decision Matrices
Explanation:
Decision Matrices are Business Rules Engine tools that are used to automatically map and set the fees for each application. A Decision Matrix can evaluate answers based on rules and conditions and provide a decision outcome and explanation. For example, a Decision Matrix can determine the fee amount based on the type of license, the city & county location, the volume of current business, and the size of the building.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_decision_matrix.htm &type=5&language=en_US
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?
A. Link Inspections and Visits to Permit Applications
B. Configure Inspections and Visits
C. Link Cases to Permits
D. Configure Action Plans on Cases and Permits
E. Set up Business Rules Engine (BRE) to determine Complaint validity.
Explanation:
Linking inspections and visits to permit applications allows the city to track the progress and status of the inspections related to the complaints. Configuring inspections and visits enablesthe city to define the inspection types, schedules, checklists, and outcomes. Configuring action plans on cases and permits allows the city to automate the inspection tasks and workflows, assign them to inspectors, and collaborate on them using Chatter.Reference: https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/configure-inspections-and-visits
The Department of Disaster Assistance is implementing Grams Management using Public Sector Solutions. One of the pain points in the current process is that every grantapplication reviewer follows a different business process to review the applications received. A solution has been engaged to standardize this process using the Public Sector Solution toolkit. What should be the best solution to achieve thistask?
A. Create a guided omniscript guided process to define due diligence steps, related tasks, and documents to collect.
B. Develop a standard set of processes/guides to coach the reviewers and ask them to follow them without fail.
C. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect.
D. Use a screen flow on Accounts to define due diligence steps, related tasks, and documents to collect.
Explanation:
Using Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect is the best solution to standardize the business process for reviewing grant applications. Action Plans are a feature of Public Sector Solutions that can help public sector agencies to create and manage tasks and subtasks for different types of records, such as accounts or cases. Action Plans can be used to define due diligence steps, such as verifying eligibility or checking references, related tasks, such as sending emails or making calls, and documents to collect, such as financial statements or tax returns. Action Plans can also be applied to grant applications using the Account object, which is a standard object that can store information about grant applicants or recipients.Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_action_plans.htm &type=5&language=en_US
A Technical Consultant at the Department of Disaster Assistance is designing a solution for the eSignature related use cases. As part of the research, the architect discovered that Public Sector Solutions provide DocuSign integration without custom coding Which of the three functionalities is readily available with this functionality?
A. Send a contract document for review and signatures.
B. Track the signed contract document and update the contract record status.
C. Approval process to invalidate a contract document that is pending signatures if a new contract document supersedes it.
D. Ability/Request to update the contents of the documents before signing by the reviewer
E. Automatically invalidate a contract document that is pending signatures if a new contract document supersedes it.
Explanation:
Sending a contract document for review and signatures, tracking the signed contract document and updating the contract record status, and automatically invalidating a contract document that is pending signatures if a new contract document supersedes it are three functionalities that are readily available with DocuSign integration. DocuSign is an eSignature solution that can be integrated with Public Sector Solutions without custom coding. It can help public sector agencies to send, sign, and manage contracts and agreements electronically. DocuSign integration can provide features such as sending a contract document for review and signatures to multiple recipients, tracking the signed contract document and updating the contract record status in Salesforce, and automatically invalidating a contract document that is pending signatures if a new contract document supersedes it using DocuSign PowerForms.
Reference:https://help.salesforce.com/s/articleView?id=psc_admin_setup_docusign.htm &type=5&language=en_US
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?
A. Enable Intelligent Form Reader
B. Enable OCR Setting in the Document
C. Map Form Types to Objects
D. Enable Data Raptor to read information from a scanned document
E. Set Up Data Extraction
Explanation:
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) in Salesforce Public Sector Solutions, the following steps should be configured:
Enable Intelligent Form Reader:
Navigate toSetupand search forIntelligent Form Reader.
Enable the Intelligent Form Reader, which allows the system to process and interpret scanned documents.
Enable OCR Setting in the Document:
Ensure that OCR (Optical Character Recognition) settings are enabled for the documents. This allows the system to recognize and extract text from scanned images.
OCR settings can typically be configured within the document management settings or within the IFR configuration settings.
Set Up Data Extraction:
Configure the data extraction rules to specify which data fields need to be extracted from the scanned documents. This involves setting up the templates and rules for extracting specific information such as the date of birth.
Define the mapping rules to map the extracted data to the corresponding fields in the Application record.
By following these steps, the governance agency can automate the extraction and mapping of constituent data from scanned documents, ensuring accurate and efficient data entry into the system.
References:
Salesforce Help: Intelligent Form Reader
Salesforce Help: OCR Settings
Salesforce Public Sector Solutions Documentation
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. Select the BYO (Lightning Web Runtime) template and deploy custom-built Lightning Components.
B. Select the Licenses and Permits Experience Site template, and customize the theme.
C. Select the Help Center Experience Site template, and customize the theme.
D. Select the BYO (Aura) template and deploy a mix of custom-built Lightning Components with standard components.
Explanation:
The Licenses and Permits Experience Site template and the Help Center Experience Site template are two templates that can be used to build and deploy an authenticated digital experience with some custom branding but with an emphasis on an accelerated development timeframe. These templates come with prebuilt pages, components, and themes that can be customized to match Bobahaven’s branding guidelines and asset files. The Licenses and Permits Experience Site template can be used to allow constituents to apply online for grants and check the progress of grant applications. The Help Center Experience Site template can be used to provide self-service resources such as articles, FAQs, and chat.
Reference:https://trailhead.salesforce.com/content/learn/modules/public-sector-solutions-design/create-an-experience-site
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