Bobahaven has previously implemented Salesforce Service Cloud to...
Constituent self-service digital experience. This was implemented previously ..... now ready to implement the public sector Solutions License, Permits...
What is the right solution for this requirement that minimizes customization and site....
For Bobahaven to implement Salesforce Public Sector Solutions for licenses and permits while minimizing customization and leveraging existing components, the best approach is to create a new digital experience specifically for applications. Here's why:
New Digital Experience:
Creating a new digital experience tailored for licenses and permits ensures that the specific needs of this functionality are met without interfering with the existing self-service site.
This allows for a focused and optimized user experience.
Licenses and Permits Expression:
Utilizing the Licenses and Permits Expression simplifies the implementation as it is designed specifically for these processes, reducing the need for extensive customization.
OmniScripts and FlexCards:
Deploying OmniScripts and FlexCards within the new experience site ensures a seamless and interactive user interface. These tools are designed to handle complex workflows and data displays efficiently.
OmniScripts can guide users through the application process step-by-step, while FlexCards provide quick-glance information and actionable widgets.
Steps to implement this solution:
Create New Experience Site:
Go to Setup > Digital Experiences > All Sites.
Click New to create a new site and choose a template that fits the application process.
Add Components:
Use OmniStudio tools to create and configure OmniScripts and FlexCards.
Deploy these components to the new experience site.
This approach provides a structured and scalable solution, aligning with Salesforce best practices and leveraging out-of-the-box functionalities to minimize customization.
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