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Salesforce Setup for Public Sector Solutions
Configure Salesforce platform features in Public Sector Solutions.
Required Editions
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- Set Up an Organization-Wide Email Address in Public Sector Solutions
Define organization-wide email addresses for user profiles so that users can send email from Public Sector Solutions without using their own email address. - Set Up Person Accounts in Public Sector Solutions
To store information about constituents from the Account and Contact objects as Person Accounts, enable Person Accounts in Setup. - Set Up Contacts to Multiple Accounts in Public Sector Solutions
Allow users to relate a constituent's contact record to more than one account so that you can more accurately and flexibly track their relationships. - Field History Tracking in Public Sector Solutions
Comply with strict data retention and audit requirements by tracking and auditing data changes. Retain the archived field history data for a longer period by using Field Audit Trail. - Turn on Chatter Feed Tracking in Public Sector Solutions
Enable Chatter feed tracking so that users and constituents can collaborate and stay informed about applications, pending tasks, and workflow processes. - Enable Notes in Public Sector Solutions
Turn on Salesforce Notes so that inspectors, case workers, and others can use it to write down their findings. - Set Up Salesforce Calendar in Public Sector Solutions
Set up Salesforce Calendar so that compliance officers can schedule visits for inspectors and case workers, who can manage visits as calendar events. - Configure Application Record Types for Public Sector Solutions Usage Tracking
Keep an eye on costs by creating and using application record types to track how many applications you process for constituents.
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