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            Data Kit for Public Sector Prerequisites

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            Data Kit for Public Sector Prerequisites

            For each data kit you plan to use, turn on the required org settings, and edit the system permissions for the Data Cloud Salesforce Connector permission set.

            Required Org Settings and System Permissions

            Benefit Management Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Benefit Disbursement
            • Care Plans
            • Criteria-Based Search and Filter
            • Program and Benefit Management Settings > Create and manage your programs, benefits, and goals.
            • Provider Management
            • Advanced Program Management
            • Allows internal org users to access Care Plans objects and features
            • Allows internal org users to access Programs, Benefits, and Goal objects and features
            • Allows internal org users to access Provider Management objects and features
            • Grant users access to Benefit Disbursement features
            • Use Criteria-Based Search and Filter

            Case Management Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Benefit Disbursement
            • Care Plans
            • Case Proceedings
            • Case Referral
            • Interaction Summary
            • Program and Benefit Management Settings > Create and manage your programs, benefits, and goals.
            • Advanced Program Management
            • Allows internal org users to access Care Plans objects and features.
            • Allows internal org users to access case proceedings feature.
            • Allows internal org users to access Programs, Benefits, and Goal objects and features.
            • Allows internal org users to access referral feature.
            • Configure Compliant Data Sharing
            • Grant users access to Benefit Disbursement features.
            • Grant users access to Public Sector features.
            • Interaction Summary User
            • Permission to access the Action Plans feature
            • Record Aggregation Access
            • Use Compliant Data Sharing
            • User license to access the Document Checklist features.

            Investigative Case Management Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Evidence Management
            • Investigative Case Management
            • Allows internal org users to access Investigative Case Management objects and features.
            • Grant users access to Public Sector features.
            • Provides access to the Evidence Management feature and objects

            Licenses, Inspections, and Permits Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Benefit Disbursement
            • Case Proceedings
            • Discovery Framework > General Settings > Discovery Framework
            • Evidence Management
            • Access Dynamic Assessments
            • Grant users access to Benefit Disbursement features.
            • Record Aggregation Access
            • Allows internal org users to access case proceedings feature
            • Allows internal org users to access Composable Case Management objects and features for mobile inspection
            • Discovery Framework Platform User
            • Grant users access to Public Sector features.
            • Manage Industries Visit
            • Permission to access the Action Plans feature
            • Provides access to the Evidence Management feature and objects.
            • Provides access to Complaints Management features and objects
            • User license to access the Document Checklist features.

            Provider Management Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Criteria-Based Search and Filter
            • Program and Benefit Management Settings > Create and manage your programs, benefits, and goals.
            • Provider Management
            • Allows internal org users to access Programs, Benefits, and Goal objects and features.
            • Allows internal org users to access Provider Management objects and features.
            • Use Criteria-Based Search and Filter

            Public Sector Common Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Account Settings >Enable Contacts to Multiple Accounts Settings
            • Compliant Data Sharing > Object Enablement Settings > Enable compliant data sharing for Interaction Summary
            • Discovery Framework > General Settings > Discovery Framework
            • Group Membership
            • Interaction Summary Settings > Interaction Summary
            • Talent Recruitment Management
            • Access Dynamic Assessments
            • Discovery Framework Platform User
            • Grant users access to Public Sector features.
            • Group Membership
            • Interaction Summary User
            • Manage Industries Visit
            • Manage Recruiting and Hiring
            • Permission to access the Action Plans feature
            • Record Aggregation Access
            • Use Compliant Data Sharing

            Talent Recruitment Management Data Kit

            Org Settings System Permissions for Data Cloud Salesforce Connector Permission Set
            • Compliant Data Sharing > Object Enablement Settings > Enable compliant data sharing for Application Form, Application Form Evaluation, Recruitment Requisition
            • Discovery Framework > General Settings > Discovery Framework
            • Talent Recruitment Management
            • Assign the Talent Recruitment Management Specialist Access permission set to the Admin user.
            • Configure Compliant Data Sharing
            • Discovery Framework Platform User
            • Grant users access to Public Sector features
            • Manage Recruiting and Hiring
            • Permission to access the Action Plans feature
            • Record Aggregation Access
            • Use Compliant Data Sharing
            • User license to access the Document Checklist features
            Note
            Note Admin must have the Talent Recruitment Management Specialist Access permission set. This permission set provides access to compliant data sharing for Application Form.
             
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