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>> Public-Sector-Solutions PDF <<
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質問 # 21
A governance agency is implementing Public Sector Solutions and is looking for a solution to automatically read the constituent's date of birth from a scanned document and map it to a field in the Application record using the intelligent Form Reader (IFR).
What three steps should a technical consultant configure to satisfy the agency's use case?
正解:A、B、C
解説:
To automatically read the constituent's date of birth from a scanned document and map it to a field in the Application record using the Intelligent Form Reader (IFR) in Salesforce Public Sector Solutions, the following steps should be configured:
Enable Intelligent Form Reader:
Navigate to Setup and search for Intelligent Form Reader.
Enable the Intelligent Form Reader, which allows the system to process and interpret scanned documents.
Enable OCR Setting in the Document:
Ensure that OCR (Optical Character Recognition) settings are enabled for the documents. This allows the system to recognize and extract text from scanned images.
OCR settings can typically be configured within the document management settings or within the IFR configuration settings.
Set Up Data Extraction:
Configure the data extraction rules to specify which data fields need to be extracted from the scanned documents. This involves setting up the templates and rules for extracting specific information such as the date of birth.
Define the mapping rules to map the extracted data to the corresponding fields in the Application record.
By following these steps, the governance agency can automate the extraction and mapping of constituent data from scanned documents, ensuring accurate and efficient data entry into the system.
Reference:
Salesforce Help: Intelligent Form Reader
Salesforce Help: OCR Settings
Salesforce Public Sector Solutions Documentation
質問 # 22
A Public Sector Organization (PSO) has recently deployed Grants Management from Public Sector Solutions within their Salesforce Org and has launched their publicly available Grants Portal. The PSO would like to ensure that they meet their statutory requirements and perform their due diligence, as they now have Organizations registering via their portal. The PSO's statutory and due diligence processes include verifying the details of the Organization as well as requesting, collecting, and storing documentation about the Organization. The PSO would like to track these activities separately, as these processes can be run in parallel.
Which feature available in PSS would the Technical Consultant configure to meet the PSO's requirements?
正解:A
解説:
In the context of a Public Sector Organization using Grants Management and needing to track statutory requirements and due diligence processes for organizations registering via their portal, configuring an Action Plan targeted at the Account object is the most suitable solution. Action Plans in Salesforce allow for the creation of standardized, repeatable sets of tasks that can beapplied to records. This feature is ideal for managing due diligence processes, as it enables the PSO to define a set of tasks that need to be completed for each organization, track their completion, and ensure consistency in how due diligence is performed. This approach allows these activities to be tracked separately and run in parallel, providing a structured and efficient method for managing statutory and due diligence requirements within the Grants Management framework. This recommendation leverages Salesforce Public Sector Solutions' capabilities to enhance process management and compliance tracking for public sector organizations.
質問 # 23
Bohavhan has implemented Public Sector Solutions to manage constituent applications for permits and licenses. However, they have noticed their call center is receiving a large number of phone calls asking similar questions about the new permit and license application processes. Bohavhan is looking for advice on providing up- to- date information about permit and license processes to constituents so their call center inbound call numbers can be reduced. Which solution would allow constituents to find answers to their questions before beginning the application process while reducing implementation and maintenance costs?
正解:B
解説:
Implement Salesforce Knowledge, and publish articles to an unauthenticated Experience site page for constituents. This maps the scenario to the Salesforce-native capability that owns the requirement.
The Core Concept Explained: Experience Cloud design is driven by persona, authentication, scale, and sharing. The wrong template or license can create unnecessary cost, weak security, or excessive customization.
Step-by-Step Technical Analysis: Begin with the external persona, authentication requirement, and transaction volume. Select the Experience Cloud license or template that matches that access pattern, then configure sharing sets, external OWD, site visibility, and page access. Finish by testing the experience as anonymous, authenticated, and internal users. Publish Salesforce Knowledge articles to an unauthenticated Experience Cloud page so users can search answers before logging in or starting an application.
Why the Incorrect Options Are Wrong: A introduces unnecessary integration and maintenance overhead for content that can be surfaced directly through Experience Cloud. B restricts access to information that the scenario wants constituents to find before starting or logging into the process. D introduces unnecessary integration and maintenance overhead for content that can be surfaced directly through Experience Cloud.
質問 # 24
a public sector agency implemented Public Sector Solutions for meeting licensing, permitting, and inspection requirements. The inspection team has requested to make a few changes to the existing inspection form. The System Administrator is unable to see the 'Edit" button for the Action Plan template and hence unable to make any changes.
What could be the reason for this?
正解:A
解説:
Once published, an Action Plan template cannot be changed is the reason why the System Administrator is unable to see the 'Edit' button for the Action Plan template. An Action Plan template is a predefined set of tasks and subtasks that can be applied to records such as cases or permits. Once an Action Plan template is published, it becomes read-only and cannot be edited or deleted. To make changes to a published Action Plan template, the System Administrator needs to clone it and create a new version of it. Reference: https://help.salesforce.com/s/articleView?id=psc_admin_setup_action_plan_templates.htm&type=5&language=en_US
質問 # 25
A customer wants to define a specific set of three documents that are required for a business application. They want to provide a checklist that is easy for the applicant to know what needs to be uploaded and manage the uploads easily, but they also want to be consistent with requiring these documents for every business application. What are the three steps required to do this?
正解:B、D、E
解説:
A (Create an Action Plan Template with Target Object as..); C (Create three Document Checklist Items specifying the..); E (Create a flow automation to auto-associate the..). This selection keeps the implementation declarative and within the intended Public Sector operating model.
The Core Concept Explained: Action Plans standardize repeatable work. They package tasks, dependencies, due dates, and document checklist requirements so staff do not rely on memory or one-off manual steps.
Step-by-Step Technical Analysis: Start by defining the target object that owns the operational work. Build or select the Action Plan Template, add the required tasks or Document Checklist Items, publish the template, and then automate or guide its association to the live record. Test that owners, due dates, dependencies, and applicant-facing upload prompts behave correctly. Create an Action Plan Template targeted to Business License Application.
Why the Incorrect Options Are Wrong: B does not meet the implementation-quality bar for security, scale, auditability, or maintainability in this scenario. D does not meet the implementation-quality bar for security, scale, auditability, or maintainability in this scenario.
質問 # 26
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