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Benefit Assistance Site Prerequisites
Before you create a benefit assistance site from the Experience Cloud site template, complete the prerequisites.
Required Editions
| View supported product editions. |
Before you begin, configure the benefit management guided application flows for constituents.
General Site Setup
Complete the setup tasks that apply to all Experience Cloud sites.
- Review and understand Experience Cloud licenses. See Experience Cloud User Licenses, Industries Object Access by Community License, and Public Sector Solutions Products: User, Feature, and Permission Set Licenses.
- Enable Digital Experiences.
- Set up templates for your welcome email and other communications to site members. See Create an Email Template in Lightning Experience.
- Configure optional Service Cloud features such as embedded chat and Salesforce Knowledge. See Embedded Chat and Create a Knowledge Base with Salesforce Knowledge.
- For additional site setup tasks, see Experience Cloud Site Setup Checklist.
Customize the Customer Community Profile for Site Users
Clone and customize the Customer Community Plus User profile to grant Experience Cloud site users access to required objects and data. To make the Recertify action on the Pending Recertification list view available to users, grant them access to the Benefit Recertification Flow custom setting.
Required Editions
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
Every Salesforce org includes standard profiles that you can assign to users so that they have access to the features and objects they need to use the site. Clone and customize the profile that constituents use when they log in to your Experience Cloud site so that they have access to features and objects they need to apply for licenses, permits, and benefits.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Next to the Customer Community Plus User profile, click Clone.
- Enter a name for the profile, such as Benefit Assistance Site User, and save your changes.
- Select System Permissions and then click Edit.
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Select these options.
- Access Activities
- Edit Tasks
- Run Decision Tables
- View Roles and Role Hierarchy
- Save your changes.
- Select App Permissions, and then click Edit.
- Select Run Flows, and then save your changes.
- Select Object Settings, and then click Edit.
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Set permissions based on your needs, using the table as a guide.
Object Settings for Benefit Management Object Access Level Assessments Read, Create, Edit Assessment Questions Read Assessment Question Responses Read, Create, Edit Assessment Question Sets Read Assessment Question Versions Read Documents Read Document Checklist Items Read, Create, Edit, Delete Omni Data Transformations Read Omni Data Transformation Items Read Omni Electronic Signature Templates Read Omni Processes Read Omni Process Compilations Read Omni Process Elements Read Omni Process Transient Data Read Omniscript Saved Sessions Read Omni UI Cards Read - Save your changes.
- Select Custom Settings Definitions, and then click Edit.
- Add Benefit Recertification Flow to the Enabled Custom Setting Definitions list.
- Save your changes.
Create Experience Cloud Site Users
To allow constituents to access your Experience Cloud site, enable them as customer users and assign them the Customer Community Plus license and the Benefit Assistance Site User profile.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or edit Customer Community Plus users: | Manage Customer Users |
Ensure that the user who owns a constituent’s person account is assigned a role. If necessary, before you begin, create and assign a role to the user.
- From the App Launcher, find and select Accounts, and then click a constituent’s person account.
-
Click
, and
then select Enable Customer User.
- On the user record page, enter an email address and a unique username in the form of an email address. By default, the username is the same as the email address.
- (Optional) Change the system-generated nickname for the user. The nickname is the user’s display name in an Experience Cloud site.
- For User License, select Customer Community Plus.
- For Profile, select Benefit Assistance Site User.
- Deselect Generate new password and notify user immediately so that the user doesn’t receive a password until you activate your Experience Cloud site.
- Save your changes.
Assign Permissions to Site Users
- Benefit Assistance Community Access
- Composable Case Management Community Access
- Decision Explainer Site Permission Set License
- Document Checklist
- Industries Visit
- Licensing, Permitting, and Inspections for Community User
- Omnistudio Experience Cloud User
- Rule Engine Community Runtime
Alternatively, assign the users the Benefit_Management_Constituent permission set group to assign them the required permission sets. See View and Assign Permission Set Groups in Public Sector.
Configure Sharing Settings for Benefit Assistance
Review and edit the org-wide default sharing settings for the objects that Public Sector Solutions uses to determine the level of access that users have to each others’ data.
Required Editions
| User Permissions Needed | |
|---|---|
| To edit org-wide default sharing settings: | Manage Sharing |
- From Setup, in the Quick Find box, enter Security, and then select Sharing Settings.
- Click Edit.
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Set organization-wide defaults based on your needs, using the table as a guide.
Object Default Internal Access Default External Access Account and Contact Public Read, Write Public Read Only Case Public Read, Write, Transfer Public Read Only Assessment Public Read Only Public Read Only Assessment Question Public Read Only Public Read Only Assessment Question Assignment Public Read Only Public Read Only Assessment Question Response Public Read Only Public Read Only Assessment Question Set Public Read Only Public Read Only Decision Matrix Public Read Only Public Read Only Document Checklist Item Public Read Only Public Read Only Expression Set Public Read Only Public Read Only Individual Application Public Read, Write Public Read Only Omni Assessment Task Public Read, Write Public Read Only Omni DataPack Private Private Omni Data Transformation Public Read Only Public Read Only Omni Electronic Signature Template Public Read Only Public Read Only Omni Process Public Read Only Public Read Only Omni Process Assessment Question Version Public Read, Write Public Read Only Omni Process Transient Data Public Read Only Public Read Only Omniscript Saved Session Public Read Only Public Read Only Omni UI Card Public Read Only Public Read Only Preliminary Application Reference Public Read Only Public Read Only Public Complaint Public Read, Write Private - Save your changes.
