Introduction

Salesforce Public Sector Solutions provides a purpose-built data model designed specifically for government agencies. It supports programs, benefits, case management, inspections, and regulatory services while ensuring compliance, transparency, and data protection. The Public Sector Data Model standardizes how citizen, household, program, and service data are structured, enabling secure collaboration and efficient service delivery.

Learner Prerequisites

• Basic understanding of Salesforce CRM and platform fundamentals
• Familiarity with government or public sector processes
• Knowledge of Salesforce security concepts (Profiles, Roles, Sharing)
• Basic understanding of data models and object relationships

Table of Contents

1. Public Sector Data Model Overview

1.1 Introduction to Public Sector Solutions Data Architecture
1.2 Standard Objects in Public Sector Data Model
1.3 Person Account and Household Data Structure
1.4 Program, Benefit, and Service Management Objects
1.5 Case and Interaction Data Model
1.6 Regulatory and Licensing Data Components

2. Data Relationships and Architecture

2.1 Object Relationships (Lookup vs Master-Detail)
2.2 Data Hierarchies in Government Programs
2.3 Party, Individual, and Household Relationships
2.4 Program Enrollment and Eligibility Data Structure
2.5 Data Governance and Data Quality Best Practices

3. Security Framework in Public Sector

3.1 Salesforce Security Architecture Overview
3.2 Role Hierarchy in Government Organizations
3.3 Profiles and Permission Sets
3.4 Organization-Wide Defaults (OWD)
3.5 Sharing Rules and Public Groups
3.6 Field-Level Security and Record-Level Access

4. Data Privacy and Compliance

4.1 Data Classification and Sensitivity Levels
4.2 Shield Platform Encryption Overview
4.3 Audit Trail and Field History Tracking
4.4 Compliance with Government Regulations
4.5 Consent and Data Access Controls

5. Access Management and Identity

5.1 User Management and License Types
5.2 Single Sign-On (SSO) Configuration
5.3 Multi-Factor Authentication (MFA)
5.4 Delegated Administration
5.5 External User Access (Experience Cloud for Citizens & Partners)

6. Case and Program Security Controls

6.1 Securing Sensitive Case Records
6.2 Program-Level Access Restrictions
6.3 Cross-Department Data Sharing
6.4 Escalation and Approval Security
6.5 Confidential Data Handling Best Practices

7. Reporting, Monitoring, and Auditing

7.1 Secure Report and Dashboard Access
7.2 Monitoring Data Access and Usage
7.3 Event Monitoring Overview
7.4 Data Backup and Recovery Strategy
7.5 Risk Mitigation and Governance Policies

8. Implementation Best Practices

8.1 Designing Secure Public Sector Architecture
8.2 Data Migration with Security Controls
8.3 Testing Security Configurations
8.4 Performance Optimization with Secure Data Models
8.5 Continuous Compliance Monitoring

Conclusion

Mastering the Salesforce Public Sector Data Model & Security framework enables government agencies to design secure, compliant, and scalable solutions. With proper architecture and governance, organizations can protect sensitive citizen data while delivering efficient and transparent public services.