Loading
Public Sector Documentation
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Activate the Benefit Recertification Integration Procedures

            You are here:

            1. Salesforce Help
            2. Docs
            3. Public Sector Solutions

            Activate the Benefit Recertification Integration Procedures

            Activate the Integration Procedure that the recertification application Omniscript uses when an incomplete application is returned to a constituent. Then, activate the Integration Procedures that the recertification flow uses to add, fetch, or update information.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To edit and activate Integration Procedures: OmniStudio Admin

            Activate the Integration Procedure to Modify Returned Benefit Recertification Applications

            The ChangeOfCircumstances/ModifyReturnedIndividualApplication Integration Procedure modifies a recertification application that’s returned to a constituent so that they can provide additional details and supporting documents. It deletes existing document checklist items and creates new document checklist items. It also creates a new assessment and uses a remote action to save application data to the Assessment and Assessment Question Response objects. Confirm that the remote action is properly configured, and then activate the Integration Procedure.

            Note
            Note The ChangeOfCircumstances/ModifyReturnedIndividualApplication Integration Procedure is used in both the benefit recertification and the change of circumstances flows. If you set up the change of circumstances flow and activated the correct version of the Integration Procedure, you don’t need to activate it again.
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Make note of the namespace prefix for the Omnistudio package.
            3. From the App Launcher, find and select Omnistudio Integration Procedures.
            4. Expand ChangeOfCircumstances/ModifyReturnedIndividualApplication, and then select ModifyReturnedIndividualApplication (Version 1).
            5. In the Structure panel, select Save-Responses.
            6. In the Properties panel, confirm that Remote Class is <Omnistudio-namspace-prefix>.StoreResponses. If necessary, edit it to include the namespace prefix for your installed Omnistudio package.
            7. In the Structure panel, select Procedure Configuration.
            8. Save your changes, and then activate the version.

            Activate the Integration Procedures for the Benefit Recertification Flow

            1. From the App Launcher, find and select Omnistudio Integration Procedures.
            2. Expand Recertification/CreateIndividualApplicationAndRelatedRecords, and then select CreateIndividualApplicationAndRelatedRecords (Version 1).
              If you customized the Integration Procedure, make sure that you activate the correct version.
            3. In the Structure panel, select Procedure Configuration.
            4. Click Activate Version.
            5. Repeat the steps to activate these Integration Procedures. If you customized them, make sure that you activate the correct version.
              These Integration Procedures are used in both the benefit recertification and the change of circumstances flows. If you set up the change of circumstances flow and activated the correct versions of these Integration Procedures, you don’t need to activate them again.
              • ChangeOfCircumstances/GetHouseHoldMemberDetailsByHeadOfHouseholdId - GetHouseHoldMemberDetailsByHeadOfHouseholdId (Version 1)
              • ChangeOfCircumstances/GetHouseholdIncomeList - GetHouseholdIncomeList (Version 1)
              • ChangeOfCircumstances/UpdateHouseholdIncomeList - UpdateHouseholdIncomeList (Version 1)
             
            Loading
            Salesforce Help | Article