For Bobahaven to implement Salesforce Public Sector Solutions for licenses and permits while minimizing customization and leveraging existing components, the best approach is to create a new digital experience specifically for applications. Here's why:
* New Digital Experience:
* Creating a new digital experience tailored for licenses and permits ensures that the specific needs of this functionality are met without interfering with the existing self-service site.
* This allows for a focused and optimized user experience.
* Licenses and Permits Expression:
* Utilizing the Licenses and Permits Expression simplifies the implementation as it is designed specifically for these processes, reducing the need for extensive customization.
* OmniScripts and FlexCards:
* Deploying OmniScripts and FlexCards within the new experience site ensures a seamless and interactive user interface. These tools are designed to handle complex workflows and data displays efficiently.
* OmniScripts can guide users through the application process step-by-step, while FlexCards provide quick-glance information and actionable widgets.
Steps to implement this solution:
* Create New Experience Site:
* Go to Setup > Digital Experiences > All Sites.
* Click New to create a new site and choose a template that fits the application process.
* Add Components:
* Use OmniStudio tools to create and configure OmniScripts and FlexCards.
* Deploy these components to the new experience site.
This approach provides a structured and scalable solution, aligning with Salesforce best practices and leveraging out-of-the-box functionalities to minimize customization.
References:
* Salesforce Help: OmniStudio Components
* Salesforce Public Sector Solutions Documentation