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Get Started with Benefit Management for Public Sector
Implement Benefit Management to help your public sector organization streamline benefits delivery from outreach through payment and monitoring. Configure application intake, eligibility determination, benefit assignment, and case worker workflows by using Omnistudio, Business Rules Engine, and Discovery Framework.
Get Started Benefit Management in Public Sector Benefit Management Prerequisites Build a Benefit Assistance Experience Cloud Site in Public Sector |
Dive In: Learn About Intake and Outreach Set Up Benefit Application Intake |
Go Deeper: Configure Eligibility Review and Determination Get Application History Overview |
Extend Further: Set Up Benefit Management and Payment Processing Activate the Benefit Application Integration Procedures Assign and Disburse Benefits to Eligible Applicants Outbound Payments for Public Sector |
Get Ready for Your Implementation Set Up Person Accounts in Public Sector Agentforce Public Sector Products: User, Feature, and Permission Set Licenses |
Know Your Resources: Monitor and Optimize |
