Public Sector Documentation

Note ​Public Sector Solutions is now ​A​gentforce Public Sector. You may see references to ​​Public Sector Solutions in Salesforce applications and documentation.

Public employees and administrators manage a staggering number of transactions every day, both online and in person. Your constituents—residents, businesses, other community stakeholders—expect transparent requirements, convenient access, and speedy, knowledgeable service. Agencies working hard to meet these demands look to Public Sector to modernize and automate critical business processes.

Create intuitive, guided experiences that help constituents understand regulatory requirements and fill out the right forms. Apply intelligent automation to route the resulting forms, supporting documents, applications, fees, and reviews and approvals through all stages of agency oversight. Turn data into insights for more efficient operations and improved constituent outcomes. When policies change or when disaster strikes, take advantage of flexible tools to update workflows dynamically, marshal your resources, and expedite outreach.

• Discover and Explore Public Sector
  See how Public Sector (formerly Public Sector Solutions) broadly supports agencies engaged in licensing, permitting, inspections, emergency response, social and human services, grants management, and more.
• Salesforce Setup for Public Sector
  Configure Salesforce platform features in Public Sector (formerly Public Sector Solutions).
• Discover and Set Up Public Sector Features With Salesforce Go
  Explore, set up and configure, and monitor usage of Public Sector (formerly Public Sector Solutions) features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration. Discover more Public Sector features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go.
• Security for Public Sector
  Configure user profiles, permissions, sharing settings, and other security features in your Public Sector (formerly Public Sector Solutions) org.
• Common Features in Public Sector
  Discover the tools and components that caseworkers, case managers, and others can use to understand constituents and deliver excellent customer service to them.
• External Storage of Files with Amazon S3 for Public Sector
  Connect your Amazon Simple Storage Service (S3) to your Salesforce org to work with large, high-volume files directly from within Salesforce. Public sector organizations can access, search, stream, attach, and upload files without leaving the Salesforce platform.
• Licensing and Permitting in Public Sector
  Configure regulatory authorities, business regulatory authorization types, training requirements, and fees to use to issue licenses and permits.
• Inspections in Public Sector
  Configure and use inspections to evaluate regulatory code compliance and record violations through onsite visits.
• Grantmaking in Public Sector
  Manage the complete grant lifecycle. Easily create and manage funding opportunities, create budgets and track spending, and efficiently receive and review applications and disburse funds.
• Asset Management in Public Sector
  Create a single source of truth for your agency’s physical and digital assets to improve accountability, make sure you follow the rules, and improve service delivery.
• Dynamic Assessments in Public Sector
  Design Dynamic Assessments that provide a responsive and streamlined way to capture information and provide your users with flexibility over onsite or virtual inspections, investigations, and evaluations.
• Social Program Management in Public Sector
  Use programs, benefits, and goals to assist individuals and families who face hardship. Process complaints related to people’s well-being, and conduct assessments to better understand the circumstances. Screen referral requests, and create individualized, comprehensive care plans to help people achieve positive outcomes.
• Benefit Management in Public Sector
  Help individuals, families, and organizations achieve self-sufficiency through monetary assistance.
• Social Insurance
  Define social insurance policies that help constituents who experience economic hardship. Enable eligible constituents to enroll into the policies and track contributions. Capture claims, claim items, and claim participants. Record the claim approval status and benefit eligibility, and assign benefits to constituents.
• Provider Management in Public Sector
  Capture details about service providers, their facilities, and their specialties in the Provider Management data model. Map the benefits and services that you administer to constituents to the specialties that providers offer. Search for providers and facilities that offer the benefits and services that constituents need, and make referrals. Build an Experience Cloud site that providers can use to process referrals, manage service delivery, and collaborate effectively and transparently with your agencies.
• Managing Investigative Cases in Salesforce Public Sector
  Get help to manage all aspects of your investigative process, from complaint filing and case creation, to investigations, results, and outcomes. Use the standard console app for investigative case management to streamline the investigative process. The predefined case record page, also called Casework Overview, offers a centralized hub for managing case critical data and for accessing case details.
• Talent Recruitment Management in Public Sector
  Transform your recruitment and hiring process to make it more intuitive, transparent, and efficient. Provide your recruiters and HR specialists with a console app, tools, and workflows to manage activities from position creation to rolling out employment offers. Offer job seekers an engaging career site where they can discover and quickly apply for jobs that interest them. Give hiring managers and interviewers a user-friendly employee site to easily evaluate applicants and collaborate with the recruiters.
• Agentforce for Public Sector
  Elevate your workflows with Agentforce AI agents. Automate repetitive tasks for your employees. Help them quickly find information and learn about constituent needs. Give them insights into policies, programs, and services to help them make faster, informed decisions. Boost their morale and productivity for improved service delivery and a more positive constituent experience.
• Einstein Generative AI for Public Sector
  Embed Einstein generative AI features in your users’ workflows and help users to serve constituents faster and better.
• Data 360 for Public Sector
  Integrate Public Sector (formerly Public Sector Solutions) data with data from external sources to get a comprehensive view of constituents and employees. Gain insights from the harmonized data to improve your services and productivity. Enhance decision-making, boost workforce productivity, and deliver personalized services through proactive engagement with the Data 360 platform.
• Experience Cloud Sites for Public Sector
  Create Experience Cloud sites where constituents can apply for licenses, permits, benefits, and programs; engage with government services; and gain insight into processes.
• CRM Analytics for Public Sector
  Use CRM Analytics to gain intelligent insights that help licensing and permitting agencies improve departmental productivity and constituent satisfaction, and to gain insights into caseloads, case trends, community impact, and caseworker efficiency.
• Tableau Next Dashboards for Licenses, Permits, and Inspections
  Analyze licensing, permitting, and inspection data with prebuilt Tableau Next dashboards in Public Sector.
• Employee Experience for Public Sector
  Provide government employees with as much support as external constituents by using Public Sector (formerly Public Sector Solutions) functionalities and HR Service. Automate HR, legal, ethics, procurement, and other government processes to enhance employee connectivity, effectiveness, and productivity. Make sure that you have the Employee Experience for Public Sector Solutions add-on.
• Workforce Scheduling in Public Sector
  Workforce Scheduling in Public Sector brings together appointment scheduling and resource management in a single solution. It adds appointment capabilities to the Public Sector Interaction object and supports on-site, virtual, and self-service scheduling scenarios.
• Emergency Program Management in Public Sector
  Provide constituents with emergency program information, incident updates, and applications for licenses, permits, and assistance programs during times of crisis.
• Outbound Payments for Public Sector
  Outbound Payments for Public Sector centralizes the tracking of financial transactions for benefit programs, social insurance, and provider management. Accurate payment tracking helps your agency maintain a detailed audit trail and improve transparency into approved payments. You also get visibility into the full lifecycle of each payment, from approved benefits or claims, through payment transactions retrieved from your ERP system. Any third-party payment to a constituent, agency, contractor, or service provider are handled as outbound payments.