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Explore Benefit Management

Salesforce via Trailhead

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Help constituents become self-sufficient by delivering essential monetary assistance.
  • Explore Public Sector Solutions objects for benefits to better serve your constituents.
  • Accelerate the delivery of financial assistance to eligible constituents.

Syllabus

  • Benefit Management Data Model in Public Sector Solutions
    • Get Started with Benefit Management Objects
    • Review Participants, Accounts, and Contacts
    • Explore Applications
    • Discover Benefits, Programs, Assignments, and Disbursements
  • Benefit Management with Public Sector Solutions
    • Get Started with Case Management for Benefits
    • Set Up Benefits and Benefit Application Intake
    • Configure Eligibility Calculations and Reviews
    • Configure the Benefits Portal
    • Process Benefit Applications

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