Enable Unified Constituent Profile for Benefit Management

Set Up Analytics

Complete the analytics setup before you enable the Unified Constituent Profile. These prerequisites apply to analytics pages and features, including Tableau Next capabilities.

1. From Setup, in the Quick Find box, enter Analytics, and then select the Analytics setup page.
2. From Setup, in the Quick Find box, enter Tableau Next, and then select Tableau Next Setup.
   Turn on the TableauPlatformEnabled preference.
3. Assign the Tableau for the Data Solution Permission Set License (PSL) to the appropriate users.

Deploy Datakits

Deploy the datakits that enable the data connections for the Unified Constituent Profile.

1. Deploy the Benefit Management datakit.
2. Deploy the Talent Recruitment Management datakit.
3. Deploy the Public Sector Common datakit.
4. In the Benefit Assignment data stream, create a formula field with data type Date for RecertificationDueDate, and then map it to the RecertificationDueDate field of the data model object (DMO).
5. In the Program Enrollment data stream, create a formula field with data type Date for StartDate, and then map it to the Start Date field of the DMO.

Enable the Feature in Salesforce Go

Use Salesforce Go for a guided experience that walks you through analytics setup, field-level security, and permission set assignment.

1. From Setup, select Salesforce Go from the gear icon.
2. On the Salesforce Go setup page, select Cloud, and then select Public Sector.
3. Search for Unified Constituent Profile for Benefit Management.
4. Follow the guided steps to enable the feature. Complete the same analytics setup and field-level security steps that Set Up Analytics describes.
5. Assign the permission set groups to your users based on their roles.
   • Benefit Management Caseworker — for benefit caseworkers and eligibility workers who handle case review and decisions.
   • Public Sector Solutions Admin — for program administrators who configure programs, benefits, and disbursement settings.

Enable the Feature Manually

Configure the Unified Constituent Profile for Benefit Management without Salesforce Go. Use this method if your org doesn't use Salesforce Go or you want full control over each setup step.

1. From Setup, in the Quick Find box, enter Tableau Next Settings, and then select Tableau Next Settings under Public Sector Solutions.
2. Turn on Tableau Next for Benefit Management.
3. Click Install next to Install Public Sector Unified Constituent App for Benefit Management.
4. To verify installation, click Go to App Hub.
5. Assign the permission sets that your users need.
   For caseworkers and eligibility workers, assign these permission sets at minimum.
   • Program and Benefit Management Access
   • Benefit Disbursement Access
   • Public Sector Access
   • Decision Explainer Service Access
   • OmniStudio User
   For administrators, also assign these permission sets.
   • Advanced Program Management
   • Service Excellence for Public Sector

Set Up Sales Emails

Turn on Sales Emails and grant field-level security on the Contact Email field so caseworkers can send recertification reminder emails from the Unified Constituent Profile.

1. From Setup, in the Quick Find box, enter Einstein for Sales, and then select Einstein for Sales.
2. Turn on Sales Emails.
3. From Setup, in the Quick Find box, enter Object Manager, and then open Contact.
4. Click Fields & Relationships, and then click Email.
5. Click Set Field-Level Security.
6. Select the profiles that need access, and then save your changes.

Enable Interaction Summaries

Turn on Interaction Summary so caseworkers see AI-generated summaries of past interactions on benefit assignment record pages.

1. From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings.
2. Turn on Interaction Summary.

Enable Timeline

Turn on Timeline so caseworkers see chronological event histories on the benefit assignment record page.

1. From Setup, in the Quick Find box, enter Timeline, and then select Timeline Configuration.
2. Turn on Timeline.

Assign Tableau Next Permission Sets

Assign the permission set that gives users access to Tableau Next analytics features in the Unified Constituent Profile.

Verify the Setup

Confirm that the Unified Constituent Profile components appear correctly on a constituent's Account record.

1. Open an Account record for a constituent who is enrolled in benefits.
2. Confirm that the Einstein Summary component lets you click Generate Summary.
3. Confirm that the Priority Items section lists open benefit cases.

Note Account page updates apply only within the Benefit Management app. They don't apply to the Investigative Case Management or Licenses, Permits, and Inspections apps.

Next, configure Einstein Generative AI for Public Sector. See Configure Einstein Generative AI for Public Sector.