Center of Excellence (COE) Intake and Review Accelerator

Use this Accelerator to streamline how your agency receives and evaluates new business application requests.

Accelerator Listing: https://gpsaccelerators.developer.salesforce.com/accelerator/a0wDo00000246dnIAA/center-of-excellence-coe-intake-review

Description

Center of Excellence (COE) App Intake and Review helps users across an organization submit a request for a business application. It helps to establish a defined intake and review process while reducing the need for a costly AoA process for each application request.

Once submitted, an internal team will receive the application and conduct a review of the request. Upon completion of the review, the accelerator utilizes a business rules engine to recommend an appropriate platform.

Included Assets

This Accelerator includes the following assets:

1. An unmanaged package (link below; metadata is also found in the /force-app/main/default/ folder) that includes:
   • Standard Objects (x3)
   • Custom objects (x2)
   • Flows (x4)
   • Standard reports and dashboards
2. OmniScripts (x2) located in the /datapacks/ folder
   • COE/BRERecommendation
   • COE/ProjectIntake
3. Documentation, including:
   • This readme file
   • Data dictionary
   • Decision Matrix import file (csv)
   • Flow documentation
   • Omniscript documentation
   • Business Rules Engine documentation
   • FAQs

Before You Install

License Requirements

• Public Sector Solutions - requires Foundations or Advanced for internal; requires Experience Cloud for Public Sector for external submissions.
  
• Please refer to Public Sector Solutions Products: User, Feature, and Permission Set Licenses for more information on license requirements.

Accelerator or Technology-Specific Assumptions

• You have installed and configured OmniStudio and provided permission to PSS objects for internal and external users.
• You are using OmniStudio's native runtime.
• You have enabled Path within your Org.

General Assumptions

• You are using this Accelerator in a sandbox or test environment. It is recommended that you not install any Accelerator directly into production environments.
• If you do not have a Salesforce org licensed to you, you may try Public Sector Solutions for free with one of our trial environments.
• You are using this Accelerator in conjunction with the Salesforce Lightning Experience (LEX) - not the Classic UI.

Installation

Unmanaged package installation link: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp00000118fQ

1. Log in to Your Salesforce Environment:

   • Use the installation link provided above to log in to your Salesforce sandbox environment.
   • Note: If installing in a production org, replace test.salesforce.com with login.salesforce.com in the installation URL.

2. Install the Package:

   • On the installation page, select "Install for Admins Only".
   • Under the section "What if existing component names conflict with ones in this package?", choose an option that aligns with your implementation requirements. This will determine how the package handles naming conflicts with existing components.

Post-Install Setup & Configuration

1. Import the OmniStudio DataPack:

   • Download the DataPack ("COE Omni Processess Multipack.json" in the datapacks folder).
   • In Salesforce, open the OmniStudio app and navigate to the OmniScripts tab.
   • Click the "Import" button. On the Select File screen, click "Browse" and locate/select the datapack you downloaded. Click "Next".
   • On the "Select Items to Import" screen, select all and click "Next".
   • On the "Review Items to Import screen, click "Next".
   • Once the datapack import is complete, click "Activate Later".

2. Upload Your Decision Matrix into Business Rules Engine:

   • Download the sample decision matrix file ("COE Intake Matrix V1.csv" in the docs folder) and edit its values as desired.
   • In Salesforce, open the App Launcher menu, go to the Business Rules Engine app, and navigate to the Lookup Tables tab.
   • In the list view, click to view the "COE Intake Matrix" record. Go to the Related tab and click to view the "COE Intake Matrix V1" record.
   • Click the "Upload CSV File" button and upload your decision matrix csv file. You may have to wait while the file is queued to populate the decision matrix.

3. Assign Permission Sets:

   • For COE reviewers: assign the "COE HQ App User" permission set to users who will review intake requests.
   • For COE submitters: assign the "COE HQ Requester" to community users who will submit intake requests.

4. Activate and Setup OmniScripts:

   • In Salesforce, open the OmniStudio app and navigate to the OmniScripts tab.
   • Click on "COE/BRERecommendation" to expand it. For Version 2, open the drop-down menu and click "Activate" and then "Ok".
   • Click on "COE/ProjectIntake" to expand it. For Version 2, open the drop-down menu and click "Activate" and then "Ok".
   • Add the "COE/BRERecommendation" Omniscript to the Intake Record Page:
     • Navigate to the Lightning record page (Setup > Object Manager > Intake object > Lightning Record Pages > Intake Record Page > Edit). If you see a 'no data for this object' modal, click "OK" to close it.
     • Add the OmniScript standard component to the page and configure the properties (Type = COE, Sub Type = BRERecommendation).
     • Under "Set Component Visibility", add three filters using record fields:
       • Intake Status = Review Completed
       • Intake Status = Approved
       • Intake Status = Rejected
       • Set "Show component when" to "Any filters are true".
     • Click "Save".
   • Add the OmniScript to your Experience Builder site:
     • In Experience Builder for your Experience Cloud site, go to the page where the intake form should appear.
     • In the Component side menu, drag the OmniScript standard component onto the page, and configure the properties (Type = COE, Sub Type = ProjectIntake).
     • Publish/republish the site to make the changes active on the site for users.

FAQs

FAQs

Additional Resources

Revision History

1.0 Initial release (30 Oct 2023) - Includes a intake application that needs to be added to a new or existing experience site, an approval process powered by business rules engine. For detailed release notes and change logs, provide a link to another readme in the /docs/ folder of this repository.

Acknowledgements

• Contributor: John Schillaci, Senior Director, Salesforce
• Contributor: Nicole Peters, Lead Solution Engineer, Salesforce
• Contributor: Rinku Sinha, Lead Solution Engineer, Salesforce

Terms of Use

Thank you for using Global Public Sector (GPS) Accelerators. Accelerators are provided by Salesforce.com, Inc., located at 1 Market Street, San Francisco, CA 94105, United States.

By using this site and these accelerators, you are agreeing to these terms. Please read them carefully.

Accelerators are not supported by Salesforce, they are supplied as-is, and are meant to be a starting point for your organization. Salesforce is not liable for the use of accelerators.

For more about the Accelerator program, visit: https://gpsaccelerators.developer.salesforce.com/