Build Public Sector Case Management Solutions

1. Takes a backup of the org before changing it.
2. Builds the data model, case routing and security for the process.
3. Loads a service catalog and Knowledge articles, then publishes them.
4. Adjusts application pages, labels and Experience Cloud access for applicants.
5. Changes and debugs OmniScripts and Data Mappers (DataRaptors), then recompiles and activates them.
6. Deploys Apex actions and stands up an Agentforce agent with topics for intake or grant review.
7. Updates reports and report types, and fixes deploy errors such as a duplicate grouping column.
8. Adds a demo reset, a recording script and a reusable recipe document for the build.

Document Generation, Grantmaking and Action Plans are the features mentioned most often in this work. For related work, see the Public Sector Solutions overview.