Loading
Salesforce now sends email only from verified domains. Read More
Public Sector Solutions 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
            Social Insurance Claim Flows Prerequisites

            You are here:

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

            Social Insurance Claim Flows Prerequisites

            Before you set up social insurance claim flows in Public Sector Solutions, complete the prerequisites.

            Required Editions

            Enable Standard Omnistudio Runtime

            Required Editions

            User Permissions Needed
            To enable Omnistudio settings: Customize Application

            To enable standard Omnistudio runtime, turn off the Omnistudio managed package runtime.

            1. From Setup, in the Quick Find box, enter Omnistudio Settings, and then select Omnistudio Settings.
            2. Disable Managed Package Runtime.

            Enable Program and Benefit Management

            Required Editions

            User Permissions Needed
            To enable program and benefit management settings: Customize Application
            1. From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management Settings.
            2. Turn on Create and manage your programs, benefits, and goals.
            3. Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.

            Enable Provider Management

            Required Editions

            User Permissions Needed
            To enable provider management settings: Customize Application
            1. From Setup, in the Quick Find box, enter Provider Management, and then select Provider Management Settings.
            2. Turn on Provider Management: Let users manage a network of providers, their facilities, and their specialties.
            3. Turn on View Healthcare Details: Let users see healthcare-specific details for providers.

            Enable Person Accounts

            Required Editions

            User Permissions Needed
            To enable person accounts: Customize Application AND View All Profiles
            Important
            Important You can’t turn off Person Accounts after they’re enabled. Before enabling Person Accounts, use a sandbox to preview how they affect your Salesforce org.
            1. From Setup, in the Quick Find box, enter Person Accounts, and then select Person Accounts.
            2. Acknowledge the implications of using person accounts.
            3. Verify that the Account object has at least one record type.
            4. Verify that user profiles that have Read permission on Accounts also have Read permission on Contacts.
            5. Set the org-wide default sharing for Contacts to Controlled by Parent or set the sharing settings for Accounts and Contacts to Private.
            6. Turn on Person Accounts.
              Salesforce creates the person account record type. If needed, create additional record types for Person Accounts.
            7. Assign the person account record type to user profiles.

            Turn on Discovery Framework

            Required Editions

            User Permissions Needed
            To enable Discovery Framework: Customize Application
            1. From Setup, in the Quick Find box, enter Discovery Framework, and then, under Assessments, select General Settings.
            2. Turn on Discovery Framework.

            Assign Permissions

            Assign these permission sets to anyone who sets up social insurance claim flows:
            • Benefit Disbursement Access
            • Dynamic Assessment Access
            • OmniStudio Admin
            • Program and Benefit Management Access
            • Provider Management Access
            • Public Sector Access

            Alternatively, assign the admins the Public_Sector_Solutions_Admin permission set group to assign them the required permission sets. The permission set group also provides access to additional common features that the admins can set up for users.

            See View and Assign Permission Sets in Public Sector Solutions and View and Assign Permission Set Groups in Public Sector Solutions.

            Set Field-Level Security

            Give users access to fields that aren't visible by default for the social insurance claim flows. See Modify Field Access Settings.

            On the Account object, make Gender Identity visible to the required profiles.

            Configure Application Types for Workers’ Compensation Claims

            For the Application Type field on the Individual Application object, create the picklist values Filed Claim and Acknowledged Claim. When an employee files a workers’ compensation claim through the guided flow, the flow creates an individual application whose type is Filed Claim. When the employer responds to the claim through the guided flow, the flow creates an individual application whose type is Acknowledged Claim.

            Required Editions

            User Permissions Needed
            To create picklist values: Customize Application
            1. From the object management settings for individual applications, go to Fields & Relationships.
            2. Select Application Type.
            3. For Application Type Picklist Values, click New.
            4. In the text box, on separate lines, enter Filed Claim and Acknowledged Claim.
            5. Save your changes.

            Create an Application Record Type and Configure Usage-Based Pricing

            Required Editions

            User Permissions Needed
            To create or change record types: Customize Application
            1. From Setup, in Object Manager, select Individual Application.
            2. Select Record Types, and then click New.
            3. For Existing Record Type, select Master.
            4. Enter a record type label, such as Social Insurance, that's unique within the object, and then press Tab to autofill the record type name.
            5. If necessary, enter a description, and then activate the record type.
              For information on how to make the record type available to users, see Create Record Types for License and Permit Applications.
            6. Save your changes.
            7. From Setup, in the Quick Find box, enter Usage Based Pricing, and then select Usage Based Pricing.
            8. Click New Application RecordType Config.
            9. For Label, enter a name for the record.
            10. For Application Usage Type, select Benefit Assistance.
            11. For Object Name, select Individual Application.
            12. For Record Type Name, enter the name that you entered earlier.
            13. Save your changes.
             
            Loading
            Salesforce Help | Article