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Integrated Application Prerequisites

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Integrated Application Prerequisites

Enable the core org settings, permissions, and prerequisite features that Integrated Application depends on, before setting up any intake configuration.

Required Editions

View supported product editions.
User Permissions Needed
To assign permission sets and permission set groups: Assign Permission Sets AND View Setup and Configuration

Before you begin:

  • Set Up Experience Cloud Portal Access
    Grant constituents secure, self-service access to run the intake application on the portal, instead of relying on internal staff to submit on their behalf.

Enable Org Preferences

Turn on these required feature preferences across your org.

  1. Enable Omnistudio related org preferences.
    1. From Setup, in the Quick Find box, enter OmniStudio Settings.
    2. Enable OmniStudio Metadata.
  2. Enable Digital Experiences.
    1. See Enable Digital Experiences.
  3. Enable Form Framework to create applications and forms.
    1. See Turn on Form Framework.
  4. Enable Program and Benefit Management.
    1. From Setup, in the Quick Find box, enter Benefit, and then select Program and Benefit Management.
    2. Turn on Create and manage your programs, benefits, and goals.
  5. Enable Benefit Disbursement.
    1. From Setup, in the Quick Find box, enter Benefit Disbursement Settings.
    2. Select Benefit Disbursement Settings, and then turn on Create and manage benefit disbursements.
  6. Enable Group Membership Settings.
    1. From Setup, in the Quick Find box, enter Group Membership Settings.
    2. Select Group Membership, and then turn on Create and manage households and groups.
  7. Enable Business Rules Engine Settings.
    1. From Setup, in the Quick Find box, enter Business Rules Engine Settings.
    2. Turn on Industries Cloud Common Decision Tables Access and Decimal Scale Configuration for Context Tag Values.
  8. Enable Context Definitions.
    1. From Setup, in the Quick Find box, enter Context Service Settings.
    2. Turn on Context Definitions.
  9. Enable Unstructured Document Processing (UDP).
    1. From Setup, in the Quick Find box, enter Document AI Settings.
    2. Select Document AI for Public Sector and then turn on Grant org access to Document AI capabilities.

Manage Users for Integrated Application

Ensure your system administrator account has the required management permissions to configure Context Service, rules engines, and form framework.

Assign these permission sets to the Administrator user record.
  • Action Plans
  • Benefit Disbursement Access
  • Complaints Management Access
  • Context Service Admin
  • Context Service Runtime
  • Data Cloud Architect
  • Document Checklist
  • Einstein for Service Innovations
  • Form Framework Manager
  • Form Framework User
  • Group Membership
  • Omnistudio Admin
  • Program and Benefit Management Access
  • Prompt Template Manager
  • Prompt Template User
  • Public Sector Access
  • Rule Engine Designer
  • Rule Engine Runtime
  • Unstructured Document Processing

Assign a Role to the Admin User

To create other users, the admin must have a role. Create and assign a role to the admin.

Required Editions

User Permissions Needed
To create, edit, and delete roles: Manage Roles
  1. From Setup, in the Quick Find box, enter Roles.
    1. Click Set Up Roles.
    2. Add a user role to your organization's role hierarchy.
    3. Assign the role to System Administrator User.
    4. Save your changes.
  2. From Setup, in the Quick Find box, enter Profiles.
    1. Clone the Customer Community Plus User profile.
    2. In Profile Name, enter ccpclone.
    3. Save your changes.
    Note
    Note If there's an existing profile from before you turned on Person Accounts, ensure the appropriate record types are assigned to the profile.
 
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