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
C. An Action Plan targeted at Account
Explanation: In the context of a Public Sector Organization using Grants Management and
nebeding to track statutory requirements and due diligence processes for organizations
registering via their portal, configuring an Action Plan targeted at the Account object is the
most suitable solution. Action Plans in Salesforce allow for the creation of standardized,
repeatable sets of tasks that can be applied to records. This feature is ideal for managing
due diligence processes, as it enables the PSO to define a set of tasks that need to be completed for each organization, track their completion, and ensure consistency in how
due diligence is performed. This approach allows these activities to be tracked separately
and run in parallel, providing a structured and efficient method for managing statutory and
due diligence requirements within the Grants Management framework. This
recommendation leverages Salesforce Public Sector Solutions' capabilities to enhance
process management and compliance tracking for public sector organizations.