Explore Salesforce's Self-Guided Tours

Salesforce and Carahsoft have partnered together to provide a series of self-guided tours of Salesforce's products and features. Similar to a live demo, the self-guided tours explores how Salesforce's products and features applies to a specific technology vertical such as Customer Experience and MultiCloud.

 

Learn about Salesforce's benefits, watch a short pre-recorded demo video, and download related resources. If interested in furthering the conversation, you can also schedule a live demo with a Salesforce expert from Carahsoft. Start a Self-Guided Tour now by selecting one below: 

 

Salesforce Customer Experience & Engagement Self-Guided Tour

Salesforce Customer Experience & Engagement Self-Guided Tour

Salesforce’s Government Cloud helps scale and secure Government IT solutions and is designed to meet FedRAMP compliance requirements. With a purpose-built CRM for Government, agencies can better serve citizens faster with prebuilt Public Sector applications that modernize services and enable the creation of engaging, connected experiences.

Agencies can rapidly construct CRM-powered sites, portals, forums, apps and more using point-and-click builders and out-of-the-box vertical applications. Salesforce enables agencies to digitize end-to-end processes and facilitates seamless citizen interactions. Salesforce's platform bridges the gap between agencies and citizens by dismantling silos and connecting systems, data, applications, and content, ensuring a cohesive and streamlined experience for both Government officials and constituents.


Want to learn more about Salesforce?
Start a self-guided demo now to learn how to modernize public service with AI and automation.
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Salesforce Public Sector Solutions

Salesforce Public Sector Solutions are customer-centric applications made to deliver exceptional customer experiences. These solutions include License and Permit Management, Grants Management, Employee Experience, and many more. Designed for government casework, these pre-built solutions offer purpose-built workflow templates and a powerful, no-code toolkit to help you deploy and innovate faster. Salesforce Public Sector Solutions modernize and speed up application intake and processing with digital forms that can be created from paper-based documents with just a few clicks.

Benefits:

  • Deploy faster with out-of-the-box applications made for delivering great customer experiences.
  • Innovate faster with purpose-built workflow templates and a powerful, no-code toolkit.
  • Digitize paper-based documents to speed up application intake and processing.
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License and Permit Management

Salesforce License and Permit Management is a pre-built application made for the public sector. Give constituents a single place to pay renewal fees, update their license information, see application status, collaborate with government reviewers, find answers to questions, and more. Salesforce uses smart forms that dynamically update based on user input to help streamline the application process. Paper applications can also be transformed into digital without the need for reviewers to re-key the information. Agencies can create a guided path using smart forms with simple drag-and-drop tools, and applicants can access smart forms on any device. When applications are submitted, reviewers can see all the applications in one place, and they receive a holistic view of all the important details, such as status and uploaded files. After final approval, the license or permits can be generated and automatically emailed to the applicant. Using Salesforce Analytics capabilities, senior executives can get a full view of applications and active licenses and permits based on geography, type status, and more.

Benefits:

  • Smart forms guide applicants through a step-by-step process that updates based on their needs, making it simple to complete all the required steps.
  • Reviewers gain a complete view of every application by uniting all the documentation and context they need.
  • Applicants and government reviewers can easily collaborate in real-time, giving constituents a transparent view into every step of the application approval process.
  • Analytics dashboards offer a full view of applications and active licenses and permits.
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Inspections Management

Salesforce’s Inspections Management solution allows agencies to streamline code enforcement by increasing inspection effectiveness and transparency. When a permit application moves to the inspection stage, dispatchers can easily schedule an inspection and automatically assign the appropriate code enforcement officer to the proper site. Once there, code officers are guided step-by-step with easy-to-configure checklists, and the relevant regulatory code is always a click away. If any violation is found, code offers can immediately capture and document it.

Benefits:

  • Scheduling an inspection is made easy with several smart scheduling options to ensure the most qualified and available inspector is assigned to the proper site while minimizing drive time.
  • With the Field Service Mobile app, inspectors receive a notification where they can view all the necessary details, including driving directions.
  • Inspectors have access to easy-to-configure checklists to help guide them through the inspection process.
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Grants Management

Salesforce’s Grants Management Solution helps grant makers launch a portal where grant seekers can find funding opportunities, apply for funding, view their application status, and submit ongoing progress reports. Within the program, stakeholders have visibility into the funding lifecycle, including what stage each grant is in, funds that have been requested or awarded, and fund disbursement schedules. The grant application process for both grant makers and grant seekers is made easier with Grant Management. Quickly create applications using pre-configured templates. Then, applicants and grantees can find funding opportunities in a single online portal. You can also send private and personalized grant invitations to organizations that would be a good fit for private funding opportunities.

Benefits:

  • Improve the grantee experience with a portal where applicants and grantees can find funding opportunities, application status, and submit impact reports.
  • Reduce the time and manual work spent on building applications by using templates made for the unique requirements for each funding opportunity.
  • Increase visibility for grantees by sharing upcoming payment schedules and amounts and what reporting requirements are expected before disbursing funds.
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Emergency Program Management

Salesforce’s Emergency Program Management Solution helps governments be more agile during emergencies so they can quickly meet the needs of resource requests, such as disaster assistance, unemployment insurance, and small business loans. During crises, constituents can obtain the latest emergency information, request support, and communicate with a government agent through a single online portal. With Salesforce’s Emergency Program Management Solution, you can also support planning, tracking, scheduling, and service execution, all from a mobile device. Streamline emergency request processes and mobilize emergency services and volunteers faster with collaboration, workflows, and notifications on an always-on platform. With Salesforce’s digital-first Emergency Program Management Solution, you can elevate constituent satisfaction and accelerate resolutions at scale.

Benefits:

  • Support citizens, communities, and agencies during crises by streamlining emergency request processes through a single online portal.
  • Support planning, tracking, scheduling, and service execution from a mobile device to empower responders in the field.
  • Deploy resources quickly on a digital-first platform with collaboration tools, workflows, and notifications to support constituents at scale.
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Benefit Management

For many individuals and their families, finding and applying for the right public assistance programs can be challenging, which in turn prevents them from getting the support they need in a timely fashion. This is why Salesforce introduced Public Sector Solutions Benefit Management. It's designed to help governments connect eligible individuals to the right social safety net programs faster by increasing access to essential public assistance program information and reducing administrative burden on both caseworkers and the constituents they serve. With intelligent document checklists and digital uploads, applicants can submit the right information the first time, eliminating back-and-forth communication. Salesforce’s digital-first approach helps caseworkers focus on individuals and families so they can build meaningful relationships and get a better understanding of their situation.

Benefits:

  • Improve the applicant experience with guidedpre-screening and application processes.
  • Eliminate the need for office visits by allowing individuals to update information from anywhere on any device.
  • Deliver essential insights to caseworkers, from life events through engagement history.
  • Transform paper documents into searchable digital records with AI.
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Employee Experience

Empower public servants with Salesforce Employee Experience for Public Sector. From HR processes to IT self-service, centralize everything into one customizable and user-friendly workspace. Leveraging point-and-click builders, you can create tailored employee experiences configured for the needs of your employees. Once hired, speed up the onboarding process with easily accessible resources made available in one self-service portal viewable from any device. Whether an employee needs to change their address or request a name change, Salesforce allows you to create dynamic digital forms to guide employees through the complexities of the data change request without cumbersome paper-based manual processes. If IT issues arise, employees can create IT tickets and utilize self-service chatbots, resulting in faster issue resolution and more productive employees.

Benefits:

  • Quickly build employee-centric digital experiences using lo code, no code tools.
  • Integrate data from HR systems to centralize resources across departments and locations and increase productivity.
  • Streamline employee IT service and HR requests in one workspace, eliminating the need to access multiple systems to check ticket statuses.

Salesforce's Benefits Snapshot:

 

  • A compliant Government cloud ensures data security.
  • Automation accelerates the delivery of digital services.
  • Data-driven insights improve mission outcomes.
Salesforce MultiCloud Self-Guided Tour

Salesforce MultiCloud Self-Guided Tour

Salesforce’s multicloud strategy signifies a transformative approach to cloud computing, revolutionizing how agencies leverage cloud technology. By seamlessly integrating various clouds and offering a unified platform, Salesforce empowers agencies to achieve enhanced agility, security and innovation. At the center of Salesforce’s data offerings lies the Data Cloud, a dynamic solution designed to unlock the full potential of customer data. Integrated into the Einstein Platform, Data Cloud seamlessly integrates data across Salesforce applications, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau and MuleSoft. This unified data ecosystem powers automation, drives processes and informs AI capabilities, enabling agencies to make data-driven decisions with unparalleled precision and efficiency.


Want to learn more about Salesforce?
Start a self-guided demo now to learn more about Salesforce’s data cloud offerings.
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Salesforce Customer 360 for Government

Government departments have complex and unique purposes and objectives. Salesforce helps simplify processes on a cloud-based platform that integrates with various cloud environments, such as Microsoft and AWS. Salesforce Customer 360 breaks down silos, both inside and across organizations, giving everyone a single, shared view of the customer– whether they are citizens, businesses, or other government departments. With a range of cloud products, Salesforce can be customized for your specific needs and MultiCloud environment while maintaining high levels of security and compliance.

Benefits:

  • Integrates with leading cloud platforms, such as Microsoft and AWS.
  • Use a range of Salesforce cloud-based products, such as Service and Marketing Cloud, to serve citizens’ specific needs.
  • Personalized for any size organization, across any mission and industry.
  • Keep your data protected with advanced security practices.
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Salesforce Data Cloud

Agencies face the challenge of managing more data about their citizens. Salesforce Data Cloud goes beyond just storing your agency's data. It helps your organization build a 360-degree view of your citizens across all Salesforce applications, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSofts. Data can also be brought in from an external data lake or warehouse, all in real-time. This is made possible with partners like Google, Amazon, Snowflake, and Databricks. By unlocking and storing data in one complete and unified view, your organization can better analyze and leverage that data to better serve citizens.

Benefits:

  • Easily connect data natively from Salesforce products or external data lakes without copying it or moving it with zero-ETL functionality.
  • Unify disconnected data to build a comprehensive 360-degree view of your citizens that is accessible across your organization.
  • Leverage Tableau for real-time constituent insights and track performance KPIs directly, eliminating data movement and duplication.
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Salesforce Service Cloud

Salesforce Service Cloud helps government agencies streamline and optimize their customer service workflow. This cloud-based solution provides service agents with a central location for case management that can be customized to your specific needs. With Service Cloud, agents have a 360-degree view of every case, and relevant information can be pulled from other systems using MuleSoft or Salesforce’s open APIs, allowing them to view external data alongside case and customer information.

Salesforce also enables governments to provide citizen services across various channels, including email, social media, chat, and phone. This omni-channel routing capability allows citizens to access government services through their preferred communication channels. For example, Service Cloud Voice, which is native to the platform, provides agencies with an Interactive Voice Response (IVR) system where customers can perform self-service with a bot, request a callback, leave a voicemail that can be turned into a case in Salesforce, or describe their issue and connect with a service agent.

Benefits:

  • Empower service agents to deliver exceptional customer service with a 360-degree view of every case.
  • Pull external data from other systems to give service agents all the relevant information they need to increase productivity and close cases faster.
  • Omni-channel routing allows agents to handle questions via any channel, ensuring citizens can access government services through their preferred communication channels.
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Salesforce Marketing Cloud

Marketing Cloud enables government agencies to deliver relevant and timely information to citizens, fostering meaningful interactions. Operating within a secure and compliant framework, Marketing Cloud empowers public sector entities to create targeted and personalized citizen engagement campaigns built on an intuitive interface. The platform leverages data-driven insights to optimize communication strategies, ensuring that messaging is effective and aligned with the public's diverse needs. With this cloud-based platform, government agencies have a scalable and flexible solution to execute strategic campaigns. This allows government agencies to adapt and evolve communication strategies as needs change.

Benefits:

  • Personalize and automate messages across email, social media, mobile, advertising, and the web.
  • Create landing pages, microsites, mobile push pages, and social tabs with easy drag-and-drop elements capture.
  • Build personalized messages using data to deliver valuable engagement at the right time.
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MuleSoft Automation

Empower your organization with MuleSoft Automation while reducing IT Team workload. Using MuleSoft RPA, manual and repetitive tasks and processes can be automated. This allows IT teams to spend time governing automation projects rather than spending time developing the automation solutions themselves.

Benefits:

  • Human task automation eliminates manual, repetitive tasks and processes, allowing teams to unleash innovation faster and easier.
  • Process automation allows everyone in the organization to connect apps and data and empowers everyone to access data with clicks, not code.
  • Automate integrations between your apps and verify that you pull the correct data via a real-time data preview.
  • Built-in monitoring for all your integrations with automated error alerts so your team can quickly identify and resolve issues.
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Tableau Data Visualization

Tableau empowers government agencies to harness the power of data and visualizations, facilitating seamless access to information for constituents through self-service platforms. This capability allows employees to allocate more time to tackling intricate challenges. Through interactive dashboards, citizens can effortlessly interact with previously siloed or hard to find data. This gives citizens access to relevant information to understand how government is working for them. With Tableau, agencies are empowered to incorporate mission-critical data into their decision-making processes.

Benefits:

  • Use data visualization to unlock the value of your data and uncover actionable insights.
  • Meet transparency requirements and maintain compliance with laws governing the disclosure of government data.
  • Enable citizens with self-service data exploration, giving them access to accurate and critical information.

Salesforce's Benefits Snapshot:

 

  • Connect data virtually from an existing data lake without moving it with zero-ETI functionality.
  • Transform source data without reliance on third party tools. Create a standardized view of your data across sources.
  • Organize all customer and account profile data so teams can work on the data that is most relevant to them.