Caseworkers need an efficient way to review and manage benefit applications, but key context is often hard to find. Quickly get briefed on important context and easily compare application versions to serve constituents faster.
See differences between application versions to easily understand changes and their impacts. This feature simplifies the comparison process, making it quick and easy to identify and explain changes, ultimately aiding in better decision-making.
Objects Referenced
Assessment, Assessment Question, Assessment Question Response
Data Sources
CRM, Flow
Template Type
Field Generation
How to use
1. Navigate to Individual Application Record page.
2. Invoke the application version comparison prompt via the Einstein window.
Availability
Oct '24
Generate a comprehensive historical overview of application data, including submission, completion, eligibility determination, changes, recertification, and outcomes across programs, to streamline benefit management and improve decision-making.
Objects Referenced
Individual Application, Benefit Management, Disbursement Assessment, Question Response
Data Sources
CRM, Flow
Template Type
Field Generation
How to use
1. Navigate to Individual Application Record page.
2. Invoke the application history overview 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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