Description

Introduction

Salesforce Public Sector Solutions is built for government and public service organizations. It helps agencies manage programs, benefits, grants, and regulatory processes. In addition, it supports constituent services across departments.

Public Sector Case & Grant Management enables agencies to track citizen cases efficiently. Moreover, it automates approvals and funding lifecycles. As a result, teams improve transparency and ensure compliance. Therefore, organizations can deliver faster and more accountable public services.

Learner Prerequisites

• Basic understanding of Salesforce platform concepts such as objects, fields, and workflows
• Familiarity with government case management or grant lifecycle processes
• Knowledge of compliance requirements, approvals, and public sector reporting structures

Table of Contents

1. Introduction to Public Sector Case & Grant Management

1.1 Overview of Public Sector Solutions
1.2 Case Management in Government Agencies
1.3 Grant Management Lifecycle Overview
1.4 Key Benefits for Public Sector Organizations

2. Public Sector Data Model

2.1 Public Sector Data Architecture
2.2 Case Objects and Relationships
2.3 Grant Program and Funding Objects
2.4 Household and Constituent Data Model
2.5 Compliance and Regulatory Tracking

3. Case Management for Government Programs

3.1 Creating and Managing Public Sector Cases
3.2 Intake and Application Processing
3.3 Case Assignment and Queues
3.4 Eligibility Determination
3.5 Escalations and SLA Management

4. Grant Program Setup and Configuration

4.1 Designing Grant Programs
4.2 Funding Allocations and Budgets
4.3 Application Intake Configuration
4.4 Multi-Stage Review Processes
4.5 Approval Workflows and Notifications

5. Grant Application and Review Process

5.1 Application Submission and Validation
5.2 Document Management and Attachments
5.3 Reviewer Assignment and Scoring
5.4 Conflict of Interest Tracking
5.5 Final Approval and Award Issuance

6. Grant Award and Post-Award Management

6.1 Grant Agreement Management
6.2 Disbursement Scheduling
6.3 Milestones and Deliverables Tracking
6.4 Performance Monitoring
6.5 Amendments and Modifications

7. Compliance, Audits, and Reporting

7.1 Regulatory Compliance Tracking
7.2 Audit Trails and Activity History
7.3 Financial Reporting and Transparency
7.4 Program Performance Dashboards
7.5 Federal and State Reporting Requirements

8. Automation and Intelligence

8.1 Workflow Automation for Case & Grants
8.2 Approval Process Automation
8.3 Notifications and Reminders
8.4 AI-Driven Insights and Risk Assessment
8.5 Data Validation and Error Reduction

9. Experience Cloud for Public Services

9.1 Self-Service Portals for Citizens
9.2 Grant Applicant Portals
9.3 Secure Document Submission
9.4 Status Tracking and Communication
9.5 Accessibility and Compliance Standards

10. Security and Governance

10.1 Data Security and Sharing Rules
10.2 Role-Based Access Control
10.3 Data Privacy Regulations
10.4 Record Retention Policies
10.5 Change Management and Governance Framework

11. Integration and Advanced Capabilities

11.1 Integration with Financial Systems
11.2 Integration with External Government Systems
11.3 API and Middleware Connectivity
11.4 Reporting Across Multiple Departments
11.5 Mobile Access for Field Officers

Conclusion

Salesforce Public Sector Case & Grant Management empowers government agencies to streamline program delivery, improve grant transparency, ensure compliance, and enhance citizen engagement. By leveraging automation, structured workflows, and real-time reporting, organizations can deliver accountable, efficient, and citizen-centric services.