Public-Sector-Solutions Exam Questions With Explanations
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Salesforce Spring 25 Release102 Questions
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Often, one permit is dependent on another, and businesses require a specific set of permits to do business. The City of Snaxboro would like to show its constituents all the permits required for different business types, so they know exactly what they need to apply for. What is the recommended approach for building out this functionality?
A. Create an OmniScript with all the applicable Business Types. Based on the Business Type selected, enable a conditional section to display all the associated permits that are required. Embed this OmniScript on the Experience Site for applicants to use by selecting the Business Type and viewing the associated permits.
B. Create a new Business Regulatory Authorization Type Dependency record by selecting the Parent Business Regulatory Authorization Type that must be applied first and the Dependent Business Regulatory Authorization Type that must be applied after getting the parent. Ensure the Show Dependent Permits section is available in the portal for applicants to view.
C. Create a custom object called "Permit Dependency" and make it a junction object between the Business Type object and Regulatory (ยง> Authorization Type object. Create a FlexCard that allows the use to select the Business Type from a picklist and display the associated Permit Dependency records. Embed this FlexCard on an Experience site for applicants to use.
D. Create a custom object called Permit Dependency and make it a junction object between the Business Type object and Regulatory Authorization Type object. Configure the Permit Dependency records and embed a list view of the Business Types on the Experience Site for applicants to click and review related dependencies.
Explanation
This solution leverages the native, declarative functionality built into Salesforce Public Sector Solutions for Licensing and Permitting.
Business Regulatory Authorization Type Dependency: This is a standard object within the Public Sector Solutions data model specifically designed to define relationships where one permit or license (Dependent) is required for another or is necessary after another (Parent).
Show Dependent Permits: The configuration of this dependency and related components (like the "Show Dependent Permits" section/component) ensures that the prerequisite or related permits are automatically surfaced and visible to the applicant on the Experience Site (Portal), fulfilling the requirement to show all required permits for a business type.
Why Other Options Are Not Recommended
A. Create an OmniScript... While an OmniScript is excellent for guided processes (like applying for permits), using it solely for dependency display is unnecessary. It requires building and maintaining extensive conditional logic, which duplicates the built-in dependency feature.
C & D. Create a custom object called "Permit Dependency"... Both options involve creating custom objects and custom UI/logic (FlexCards, custom list views) to solve a problem that is natively handled by a standard Public Sector Solutions object (Business Regulatory Authorization Type Dependency). In a specialized product implementation, using the native configuration is always the recommended best practice for maintainability, upgrades, and overall architecture.
Bobahaven has purchased the Licenses, Permits, and inspections modules of Public Sector Solutions and Is eager to transform its constituents' experience by providing authenticated digital permit applications and self-service for constituents Bobahaven's marketing team has provided the consultant with branding guidelines and asset files. The project sponsor has indicated that while brand standards are important to comply with, the speed to market of this constituent digital experience is a higher priority. Which two Experience Site templates will the consultant select for building and deploying an authenticated digital experience with some custom branding but with an emphasis on an accelerated development timeframe?
A. Select the BYO (Lightning Web Runtime) template and deploy custom-built Lightning Components.
B. Select the Licenses and Permits Experience Site template, and customize the theme.
C. Select the Help Center Experience Site template, and customize the theme.
D. Select the BYO (Aura) template and deploy a mix of custom-built Lightning Components with standard components.
C. Select the Help Center Experience Site template, and customize the theme.
Explanation
The key requirement in the scenario is accelerated development timeframe (speed to market) for an authenticated digital experience for permit applications and self-service.
Why B and C are Correct
Pre-Built Templates Accelerate Deployment: Salesforce Experience Cloud templates offer the fastest path to deployment. Choosing an industry-specific template (Licenses and Permits) or a robust standard template that supports self-service functionality (Help Center) drastically reduces the effort compared to starting from scratch.
The Licenses and Permits template provides the core structure and components needed for the "digital permit applications" requirement.
The Help Center template (or Customer Service template) provides the core structure for the "self-service" component (Knowledge, case logging).
Customization vs. Custom Building: Customizing the theme/branding in a pre-built template is a low-effort way to meet the branding needs without sacrificing speed.
Why A and D are Incorrect
A. Select the BYO (Lightning Web Runtime) template and deploy custom-built Lightning Components.
BYO (Build Your Own) templates are intended for maximum customization, requiring the consultant to build the entire navigation, component structure, and business logic from the ground up using custom LWC (or Aura in option D).
This approach is the slowest and directly contradicts the project sponsor's priority of accelerated development timeframe.
D. Select the BYO (Aura) template and deploy a mix of custom-built Lightning Components with standard components.
Similar to option A, the BYO template is a low-code canvas that requires extensive development work. While it allows for using standard components, the overall site structure and process flow still need to be custom-built, making it a much slower solution than using a pre-configured industry or service template.
Reference:
Salesforce documentation emphasizes using pre-built Industry Experience Cloud templates (like Licenses and Permits) or standard templates (like Help Center) to achieve the fastest time to value for specific business needs.
A public sector agency Is looking to digitize Its operations for Emergency Response. As the technical consultant on the project, the expectations are to roll out a public facing portal that allows citizens to submit a simple emergency request with some basic information. Which two are the correct approaches a consultant should take to meet these objectives?
A. Build a digital experience site using pre-configured emergency response management (ERM) specific template
B. Create a custom Case Record Type and leverage a prebuilt Contact Support Form
C. Build a digital experience site using the Help Center template based on the agency's requirement
D. Leverage prebuilt Emergency Service Request flow.
D. Leverage prebuilt Emergency Service Request flow.
Explanation
The key to this question is the requirement for a public-facing portal for citizens to submit a simple emergency request. The Public Sector Solutions & Emergency Response Management (ERM) cloud provides specific, pre-configured components to achieve this quickly and effectively.
A. Build a digital experience site using pre-configured emergency response management (ERM) specific template: This is the foundational step. The ERM-specific Digital Experience (Community) template comes pre-built with pages, components, and a structure designed for emergency response agencies. It provides the public-facing "portal" where citizens will interact. Using this template saves immense time and ensures best practices are followed.
D. Leverage prebuilt Emergency Service Request flow: This is the functional core of the solution. Inside the ERM template, Salesforce provides a prebuilt Emergency Service Request flow. This flow is a guided, wizard-like experience that can be easily embedded in the Digital Experience site. It allows citizens to input their emergency information (location, type of emergency, description, etc.), which then automatically creates a Case record in the backend with the correct record type and data mapping. This avoids the need for custom development.
Together, these two approaches provide a complete, out-of-the-box solution: the template provides the portal framework, and the prebuilt flow provides the data capture functionality.
Why the Other Options Are Incorrect
B. Create a custom Case Record Type and leverage a prebuilt Contact Support Form: While creating a custom Case Record Type is a good practice for data organization, the "Contact Support Form" is a generic component. It is not tailored for the specific data points and urgency of an emergency request. The prebuilt Emergency Service Request flow is a more specialized and fit-for-purpose tool for this critical use case.
C. Build a digital experience site using the Help Center template based on the agency's requirement: The Help Center template is designed for knowledge-centric support, such as FAQ pages and article search. It is not optimized for the primary action of submitting a new, high-priority emergency service request. The ERM template is explicitly designed for this purpose and is the correct choice.
Key Takeaway
For public sector emergency response portals, always look for the pre-built, industry-specific solutions. The combination of the ERM Digital Experience template and the prebuilt Emergency Service Request flow represents the fastest, most efficient, and most reliable way to meet the requirement.
Reference:
This approach is aligned with the rapid deployment methodology of Salesforce Industries (Vlocity) and the Public Sector Solutions data model, which emphasizes using pre-configured templates and omnistudio assets like flows for citizen service delivery.
A Public Sector Organization (PSO) has recently deployed Grants Management from Public Sector Solutions within their Salesforce Org and has launched their publicly available Grants Portal. The PSO would like to ensure that they meet their statutory requirements and perform their due diligence, as they now have Organizations registering via their portal. The PSO's statutory and due diligence processes include verifying the details of the Organization as well as requesting, collecting, and storing documentation about the Organization. The PSO would like to track these activities separately, as these processes can be run in parallel. Which feature available in PSS would the Technical Consultant configure to meet the PSO's requirements?
A. A Path targeted at Account
B. A Support Process targeted at Account
C. An Action Plan targeted at Account
D. An Action Plan Template targeted at Account
Explanation:
The PSO's requirement is to manage two distinct, parallel processes (statutory verification and due diligence) for each Organization (Account) that registers. They need to track a series of tasks and document collection activities separately within these processes. An Action Plan is the perfect tool for this.
Why C is correct: An Action Plan is a runtime instance of a template that is attached to a specific record. By creating and assigning an Action Plan targeted at the Account object, the PSO can:
Track activities separately: The Action Plan will appear on the Account page layout, providing a clear, dedicated checklist for that specific Organization.
Manage parallel processes: The Action Plan can contain multiple items (like "Verify Organization Details," "Collect Tax Documentation," "Perform Background Check") that can be worked on and completed independently.
Request and track documentation: Using "Document Checklist Items" within the Action Plan is the standard way to require and manage the upload of specific files for a record.
Provide clarity: It gives the PSO staff a clear, visual progress tracker for each Organization's onboarding process.
Why the other options are incorrect:
A. A Path targeted at Account: A Path is a UI guidance tool that displays a series of stages and guidance at the top of a record page. It is excellent for guiding a user through a linear process but is not designed to manage a checklist of separate, actionable tasks or to track the collection of documents. It lacks the functionality to create specific, checkable items like "Collect W-9 form."
B. A Support Process targeted at Account: A Support Process is a feature specific to the Service Cloud and is used to define the available status values for Case records. It is not applicable to the Account object or for managing a checklist of due diligence tasks.
D. An Action Plan Template targeted at Account: This is a close but incorrect distinction. An Action Plan Template is the blueprint or definition of the tasks. You must publish a template (as in the earlier question) to make it available. However, the question asks for the feature to "track these activities separately." The Template is the definition, but the actual Action Plan is the instance that gets attached to an individual Account record to perform the tracking. Configuring the template is a setup step, but the feature used to meet the runtime tracking requirement is the Action Plan itself.
Reference:
This functionality is core to the Action Plan feature in Salesforce, which is heavily utilized in Public Sector Solutions. The Salesforce Help documentation on "Action Plans" explains that they are used to "define a list of tasks, activities, and document checklist items for a specific record."
In summary: The consultant would configure an Action Plan Template (D) defining the statutory and due diligence tasks, and then use automation (like a Flow) to automatically attach a new Action Plan (C) from that template to every new Organization (Account) that registers through the portal. This provides the separate, trackable checklist the PSO requires. The question focuses on the feature used for tracking, which is the runtime Action Plan.
Bobahaven has been using Salesforce Service Cloud for some time and has recently implemented Public Sector Solutions to improve its application and grants management processes. The executive team wants to understand the trends and metrics around Bobahaven's constituent satisfaction with the new system. It is particularly interested in understanding the average time Bobahaven's employees take to resolve constituent servicequeries now versus their historical performance. Up until now, however, Bobahaven has not been tracking case duration. In this scenario, which is the correct reporting and analytics solution to provide ongoing trend reporting of case duration while also minimizing customization?
A. Standard Salesforce Report using the standard Case report type, with a newly created custom field to track case duration for new cases.
B. Public Sector Case Analytics App, leveraging CRM Analytics' case duration formula
C. Standard Salesforce Report using the standard Case report type, with a custom formula to calculate case duration.
D. Public Sector Case Analytics App, with a newly created custom field to track case duration for new cases.
Explanation:
The correct reporting solution is B. Public Sector Case Analytics App, leveraging CRM Analytics' case duration formula. This is because the Public Sector Case Analytics App is a pre-built CRM Analytics (formerly Tableau CRM) solution specifically designed for this purpose. It contains out-of-the-box formulas and dashboards that provide historical trend analysis, which is a key requirement, and minimizes customization. The other options would not provide historical data or would require significant manual effort.
B. Public Sector Case Analytics App, leveraging CRM Analytics' case duration formula (Correct)
This is the correct solution because it is purpose-built to solve this exact problem. The Public Sector Case Analytics App is a pre-packaged CRM Analytics solution that provides ready-made dashboards and key performance indicators (KPIs) for public sector processes. It includes built-in calculations for case duration that can analyze historical data without requiring any manual data collection or new fields. The app automatically surfaces trends and metrics, fulfilling the executive team's need for ongoing historical reporting with minimal customization effort.
A. Standard Salesforce Report using the standard Case report type, with a newly created custom field to track case duration for new cases. (Incorrect)
While this approach could track case duration for new cases, it would not provide the historical data needed to compare current performance against past performance. The custom field would only begin collecting data from the moment it is created, making it impossible to analyze historical trends.
C. Standard Salesforce Report using the standard Case report type, with a custom formula to calculate case duration. (Incorrect)
Similar to option A, a custom formula field would not work on existing historical data. While it can calculate duration for new cases, it cannot be back-filled to show past performance. Also, custom formulas in standard reports can be limited in their ability to provide the rich, trend-based analytics that CRM Analytics offers.
D. Public Sector Case Analytics App, with a newly created custom field to track case duration for new cases. (Incorrect)
This option is redundant and inefficient. The Public Sector Case Analytics App already has a built-in case duration formula. Creating a new custom field would be an unnecessary customization that duplicates existing functionality and would still fail to provide historical data.
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Frequently Asked Questions
- Public Sector Data Models (Accounts, Cases, Programs, Grants)
- Constituent management and engagement
- Case and service request management
- Program and grants management
- Security, access, and compliance in public sector environments
- Reporting and dashboards for public sector metrics
- Automation for approvals, notifications, and workflows
- Define case record types based on service request types.
- Configure assignment rules to route cases to appropriate teams.
- Set up queues and escalation rules for timely handling.
- Automate notifications and task creation with Flows or Process Builder.
- Implement Role Hierarchies and Sharing Rules based on team responsibilities.
- Use Profiles and Permission Sets to control object and field access.
- Apply Public Sector-specific data models for accounts and contacts.
- Review audit logs to monitor access for compliance purposes.
- Create Program records to organize initiatives.
- Use Grant records linked to Programs and Accounts.
- Define milestones, budgets, and reporting metrics within the Grant object.
- Automate approvals and notifications using Flows.
- Create custom report types for programs, grants, and cases.
- Use joined reports to combine multiple objects for deeper insights.
- Schedule reports and dashboards to be refreshed automatically.
- Implement dashboard filters to allow role-based views for stakeholders.
- Use Flows for recurring approvals, notifications, or case escalations.
- Implement time-based actions for recurring deadlines.
- Test automation in a sandbox before deploying to production.
- Use Fault paths to handle errors without disrupting workflow.
- Check object-level and field-level security first.
- Review Role Hierarchy, Sharing Rules, and Manual Sharing.
- Confirm the user has access to relevant record types.
- Audit login and sharing logs for unusual patterns.
- Misconfiguring case assignment rules or queues.
- Overlooking access or compliance requirements for sensitive constituent data.
- Ignoring program and grant dependencies in workflows.
- Failing to implement automated notifications and escalations.