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?
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
A government agency is planning a Public Sector Solutions implementation. What are three main constraints that government agencies often have in project implementation?
Foodvania is using Business Rules Engine (BRE) to help with the application review process in their Public Sector Solutions implementation. The Administrator of Foodvania's Salesforce instance has been tasked with finding out why some applications are being prioritized incorrectly.
Where in the current configuration would an Administrator look to find a plausible explanation for the incorrect prioritization?
In the Business Rules Engine (BRE) of Salesforce Public Sector Solutions, when applications are being prioritized incorrectly, the Decision Matrix is a critical component to examine. The Decision Matrix defines the logic and criteria for decision-making processes, such as prioritization of applications. If applications are not being prioritized as expected, it's likely that the configuration within the Decision Matrix does not align with the intended criteria or rules. Adjusting the logic or criteria within the Decision Matrix can correct the prioritization process, ensuring that applications are evaluated and prioritized accurately according to the organization's requirements.
A government-supported agency that helps constituents track the status of their claims is using Public Sector Solutions. For claim assessors to review and process claims, it is crucial to see the applications' Decision Explanation Logs.
Which component can be added to see the history of Decision Explanations for a claim?
A government agency recently migrated to Salesforce and is very excited to be on board, but their System Administrators have doubts about installing the Omnistudio package.
Which three tasks must be completed or checked before installing the Omnistudio Package?
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