Inspectors and compliance officers need a streamlined way to prepare for inspections by identifying non-compliant issues and managing licenses. Get detailed summaries of prior violations and license compliance, helping ensure efficient inspections and timely renewals.
Compile prior violations to help inspectors quickly identify and focus on non-compliant issues, providing details on violation codes, repeat occurrences, status, and associated enforcement actions for efficient and thorough inspections.
Objects Referenced
Visit Regulatory Code, Violation Regulatory Code, Violation Enforcement Action
Data Sources
CRM, Flow
Template Type
Field Generation
How to use
1. Navigate to Visit Record page.
2. Invoke the prompt via the Einstein window
Availability
Oct '24
Simplify license management by providing a comprehensive overview of expired, expiring, and non-compliant licenses, helping ensure timely renewals and compliance, and reducing the risk of outstanding violations and fees.
Objects Referenced
Business License, Regulatory Code Violation, Regulatory Fee, Regulatory Fee Item, Business Type, Regulatory Authorization Type, Business Regulatory Authorization Type, Business Regulatory Authorization Type Dependencies
Data Sources
CRM, Flow
Template Type
Field Generation
How to use
1. Navigate to Account Record page.
2. Invoke the prompt via the Einstein window.
Availability
Oct '24
Simplify the conversion of paper assessments into digital formats, making it easier for responders to complete questionnaires and for case workers to manage data, thereby reducing administrative burden and increasing accuracy.
Objects Referenced
Assessment Questions in the PDF/DOCX
Data Sources
PDF, DOCX
Template Type
Field Generation
How to use
1. Navigate to the Assessment Questions list view page.
2. Click the "Draft Questions with Einstein" button.
3. Upload the document with questions.
4. Edit and save the digital assessment created.
Availability
Oct '24
DISCLAIMER: Salesforce pre-built AI solutions are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
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