Explore Benefit Management
Offered By: Salesforce via Trailhead
Course Description
Overview
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
Tags
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