Loading
Feature degradation | Gmail Email delivery failureRead More
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
            Set Up Complaint Intake for Investigative Case Management

            You are here:

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

            Set Up Complaint Intake for Investigative Case Management

            Deploy the Discovery Framework sample template and activate the Complaint Intake and other required Omniscripts.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To enable Discovery Framework:

            Customize Application
            To configure Omnistudio Settings:

            Customize Application
            To customize Omniscripts: OmniStudio Admin

            Deploy the Discovery Framework Sample Template for Investigative Cases

            Enable Discovery Framework and deploy the Public Sector (formerly Public Sector Solutions) Justice and Investigative Case Management template to make the required Omniscripts and assessment questions available on your benefit assistance portal.

            1. From Setup, in the Quick Find box, enter Discovery Framework, and then, under Discovery Framework, select General Settings.
            2. Make sure that Discovery Framework is enabled.
            3. Turn on Enhanced Questions, Import or Export, and Sample Templates.
              Next, deploy the Discovery Framework sample template for investigative cases.
            4. From Setup, in the Quick Find box, enter Discovery Framework Sample Templates, and then select Discovery Framework Sample Templates.
            5. Optional: To see the assessment questions and Omniscripts that are included in the template, click View Details.
            6. For the Public Sector Justice and Investigative Case Management template, click Deploy.
            7. Optional: To check the progress, go to the Deployment Status Setup page.

            Activate the Complaint Intake Omniscripts

            Activate the Omniscript flows that capture complaints related to investigative cases.

            1. From the App Launcher, find and select Omniscripts.
            2. Expand CaseProceeding/ComplaintIntake and then select Complaint Intake (Version 1).
            3. Click New Version and then click Activate Version.
            4. From the Omniscripts page, activate the available version, Version 1, of these Omniscripts.
              • CaseProceeding/Allegations
              • CaseProceeding/ParticipantDetails
              • CaseProceeding/RCVDetails

            See Also

             
            Loading
            Salesforce Help | Article