What are two possible use- cases for a FlexCard?
Answer : C, D
FlexCards in Salesforce Public Sector Solutions are used to create highly customizable and dynamic user interfaces. They serve as building blocks to display and interact with data efficiently. Two key use cases for FlexCards include:
Aggregating Complex Data Models for Quick-Glance Information:
FlexCards can be designed to pull data from multiple sources and present it in a consolidated, easy-to-understand format. This allows users to quickly get an overview of relevant information without navigating through different sections or records.
For example, a FlexCard can display a summary of constituent details, open cases, recent interactions, and any pending tasks, all in one place.
Homepage Widget to Quickly Launch Common Processes:
FlexCards can be added to the homepage or any other relevant page as actionable widgets. These widgets can include buttons or links to initiate frequently used processes such as creating a new case, scheduling an inspection, or submitting a service request.
This enhances user productivity by providing quick access to essential functions directly from the homepage.
A public sector organization (PSO) is implementing Public Sector Solutions. As part of this implementation, the PSO is deploying a new site to provide constituents with information about the service they provide. Constituents will be able to register and log into this new site to access some features as well. The
PSO needs to ensure that constituents are unable to see each other by default for all sites that they configure.
What can the Technical Consultant configure to meet this requirement for the PSO?
Answer : B
In Salesforce Public Sector Solutions, to ensure that constituents (external users) cannot see each other by default on the new site, the sharing settings must be appropriately configured. Specifically, the 'Site User Visibility' setting is designed to control whether users can see each other within the site. Here's how to configure it:
Navigate to Sharing Settings:
Go to Setup > Security > Sharing Settings.
Uncheck Site User Visibility:
Locate the 'Site User Visibility' checkbox within the sharing settings.
Uncheck this box. This setting ensures that site users (constituents) cannot see each other's profiles and details by default.
By unchecking the 'Site User Visibility' checkbox, the PSO ensures that user records are private and not visible to other users on the site. This is a critical setting for maintaining privacy and security for constituents interacting with the PSO's site.
A Public Sector Organization (PSO has installed Grants Management and would
like to ensure that users cannot self-register on the Experience Cloud site, as the
PSO would like to register users for now manually.
What configuration should the Technical Consultant perform to meet this
requirement?
Answer : C
In Salesforce Public Sector Solutions, particularly when dealing with the Grants Management and Experience Cloud, controlling user registration is crucial. To ensure that users cannot self-register and instead are manually registered by the Public Sector Organization, the following steps should be taken:
Disable Self-Registration:
Navigate to Setup > Digital Experiences > All Sites.
Select the relevant Experience Cloud site.
Under Administration > Login & Registration, ensure that self-registration is disabled.
Manual User Registration:
Go to Setup > Object Manager > Contact > Page Layouts.
Select the appropriate page layout(s) where you want to add the manual registration action.
Add the 'Enable Customer User' quick action to the page layout. This action allows administrators to manually create user records from contacts.
By updating the contact page layouts to include the 'Enable Customer User' action, administrators can manually control which contacts are enabled as users for the Experience Cloud site. This method is straightforward and aligns with standard Salesforce practices for managing user access in Experience Cloud.
Salesforce Help: Experience Cloud Sites Login and Registration
When configuring an inspection, the administrator wants a violation record to be
automatically generated when an inspector indicates that a standard requirement
failed or an issue was identified.
What is the recommended approach for configuring the inspection to achieve this requirement?
Answer : C
In Salesforce Public Sector Solutions, automating the creation of violation records when certain conditions are met during an inspection can be efficiently achieved using Salesforce Flow. Building an auto-launched Flow allows for detailed customization and control over the logic and actions performed based on the inspection results. Here's how to set it up:
Create the Flow:
Navigate to Setup > Process Automation > Flows.
Create a new Auto-launched Flow.
Define the Trigger:
Use a Record-Triggered Flow if you want the flow to be triggered automatically when an inspection record is created or updated.
Get Assessment Questions:
Use a Get Records element to retrieve all assessment questions related to the inspection.
Decision Element:
Add a Decision element to check each question's result. If the result is marked as 'Issue' or 'Fail', proceed to create a violation record.
Create Records:
Use the Create Records element to generate a violation record for each failed or problematic assessment indicator.
Activate the Flow:
Save and activate the Flow.
This method ensures that the logic is flexible and can be modified without changing the underlying data model. It leverages Salesforce's powerful Flow Builder to create sophisticated automation rules.
A Consultant has been asked to create a widget that aggregates and calculates information from multiple unrelated objects.
Working with OmniStudio, which tool can accomplish this declaratively?
Answer : A
When tasked with creating a widget in OmniStudio that aggregates and calculates information from multiple unrelated objects, the most appropriate tool to accomplish this declaratively is Integration Procedures (Option A). Integration Procedures in OmniStudio are designed to handle complex data operations that involve multiple objects, potentially including data aggregation, transformation, and logic application, without requiring custom code.
Option B, MuleSoft Integration, is primarily used for connecting Salesforce with external systems, not for aggregating data within Salesforce.
Option C, SOQL Queries, can retrieve data but do not themselves handle complex multi-object calculations and logic in a declarative manner.
Option D, Apex Classes, are a coding solution, not declarative, and would be used when more complex custom behavior that cannot be achieved declaratively is required.
Integration Procedures allow a declarative approach, fitting the need to work with multiple objects effectively and efficiently within the Salesforce platform.
A Technical Consultant is implementing an experience site for a government agency where they will be accepting grant applications during a specific window of time. The Technical Consultant expects a high volume of interest in this grant offering.
What three steps or tools should be leveraged to ensure the solution can support this surge?
Answer : C, D, E
To ensure that a government agency's experience site can handle a high volume of grant applications during a specific window, the following steps or tools should be leveraged:
Identify expensive processes to offload to asynchronous processes (Option C). This approach helps manage resource-intensive tasks without impacting the user experience on the front end, particularly important during high-traffic periods.
Implement CDN and waiting rooms (Option D). Content Delivery Networks (CDNs) can significantly improve load times for users by caching content at edge locations closer to users. Waiting rooms can be used to manage access to the site during peak times, preventing overload.
Analyze and test the application for the expected load with a load testing tool (Option E). Prior to going live, it is crucial to simulate expected traffic using load testing tools to ensure that the site can handle the surge in users without performance degradation.
Option A, while important, primarily focuses on code quality rather than scalability and performance under load. Option B, setting up IP restrictions, does not directly contribute to handling a surge in site traffic but rather controls access based on user location or network, which may not be relevant to the scenario described.
A Public Sector Organization (PSO) would like to enhance its publicly available website, built in Experience Cloud, to allow constituents to report their concerns about someone's health or safety. The PSO is already using Public Sector Solutions. The requirement from the PSO is that the constituent should be able to report their concerns both as authenticated users and anonymously. Additionally, internal staff should be able to separately track their investigations and any follow-up in a separate Case.
Leveraging Public Sector Solutions functionality, what configuration should the Technical Consultant use to meet the requirements?
Answer : C
For a Public Sector Organization enhancing its website to allow both authenticated and anonymous reporting of health or safety concerns, the appropriate configuration using Salesforce Public Sector Solutions would involve:
Using the Public Complaint and Case objects (Option C). Salesforce Public Sector Solutions includes specialized objects like Public Complaint, which is designed to handle situations where the public can report issues. These can be configured to allow anonymous entries while maintaining the capability to create and track related Cases for internal follow-up. This setup enables the organization to efficiently manage and segregate public inputs from internal case management processes.
Options A, B, and D do not fully address the requirements:
Option A and B involve using only the Case object or different record types on the Case object. While these configurations could segment reports internally, they do not cater specifically to the need for public input, particularly anonymous reporting.
Option D suggests creating a custom object for the Complaint with a lookup relationship to Case, which would require additional customization and might not leverage existing functionality as efficiently as using Public Complaint.