---
schema_version: "1"
id: 2adead33b994c153d753cb2baa156bc5e7202ecbf1906f8f5974a42af4d09d74
title: Integrated Application Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_bm_ia_integrated_application_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_bm_ia_integrated_application_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 820cc6f6c5980338012fcba315061df356095ce7980896de5fe072e7417e3815
description: Enable the core org settings, permissions, and prerequisite features that Integrated Application depends on, before setting up any intake configuration.
products:
  - Public Sector
release: "264"
---
# Integrated Application Prerequisites

Enable the core org settings, permissions, and prerequisite features that Integrated Application depends on, before setting up any intake configuration.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.psc_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions, user interfaces, and add-ons that support Public Sector.">View supported product editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84502e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84502e60 ">To assign permission sets and permission set groups:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84502e60 ">Assign Permission Sets AND View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

Before you begin:

- If using Document AI capabilities, [agentforce](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US) agentforce and [data cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&language=en_US&type=5) need to be turned on.

- **[Set Up Experience Cloud Portal Access](https://help.salesforce.com/s/articleView?id=ind.aps_bm_ia_setup_experience_cloud_portal_access.htm&release=264.0.0&type=5)**  
    Grant constituents secure, self-service access to run the intake application on the portal, instead of relying on internal staff to submit on their behalf.

## Enable Org Preferences

Turn on these required feature preferences across your org.

1. Enable Omnistudio related org preferences.
    1. From Setup, in the Quick Find box, enter OmniStudio Settings.
    2. Enable **OmniStudio Metadata**.
2. Enable Digital Experiences.
    1. See [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=experience.networks_enable.htm&type=5&language=en_US).
3. Enable Form Framework to create applications and forms.
    1. See [Turn on Form Framework](https://help.salesforce.com/s/articleView?id=ind.grmk_form_framework_turn_on.htm&type=5&language=en_US).
4. Enable Program and Benefit Management.
    1. From Setup, in the Quick Find box, enter Benefit, and then select **Program and Benefit Management**.
    2. Turn on **Create and manage your programs, benefits, and goals**.
5. Enable Benefit Disbursement.
    1. From Setup, in the Quick Find box, enter Benefit Disbursement Settings.
    2. Select **Benefit Disbursement Settings**, and then turn on **Create and manage benefit disbursements**.
6. Enable Group Membership Settings.
    1. From Setup, in the Quick Find box, enter Group Membership Settings.
    2. Select **Group Membership**, and then turn on **Create and manage households and groups**.
7. Enable Business Rules Engine Settings.
    1. From Setup, in the Quick Find box, enter Business Rules Engine Settings.
    2. Turn on **Industries Cloud Common Decision Tables Access** and **Decimal Scale Configuration for Context Tag Values**.
8. Enable Context Definitions.
    1. From Setup, in the Quick Find box, enter Context Service Settings.
    2. Turn on **Context Definitions**.
9. Enable [Unstructured Document Processing](https://help.salesforce.com/s/articleView?id=ind.psc_recruitment_pre_populate_application_forms.htm&language=en_US&type=5) (UDP).
    1. From Setup, in the Quick Find box, enter Document AI Settings.
    2. Select **Document AI for Public Sector** and then turn on **Grant org access to Document AI capabilities**.

## Manage Users for Integrated Application

Ensure your administrator account has the required management permissions to configure Context Service, rules engines, and form framework.

[Assign these permission sets](https://help.salesforce.com/s/articleView?id=ind.psc_admin_concept_psc_permsets.htm&language=en_US&type=5) to the Administrator user record.

- Action Plans
- Benefit Disbursement Access
- Complaints Management Access
- Context Service Admin
- Context Service Runtime
- Data Cloud Architect
- Document Checklist
- Einstein for Service Innovations
- Form Framework Manager
- Form Framework User
- Group Membership
- Omnistudio Admin
- Program and Benefit Management Access
- Prompt Template Manager
- Prompt Template User
- Public Sector Access
- Rule Engine Designer
- Rule Engine Runtime
- Unstructured Document Processing

## Assign a Role to the Admin User

To create other users, the admin must have a role. Create and assign a role to the admin.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84502e491">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84502e491 ">To create, edit, and delete roles:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84502e491 ">Manage Roles</td>

            </tr>
          </tbody>
        </table>

1. From Setup, in the Quick Find box, enter Roles.
    1. Click **Set Up Roles**.
    2. [Add a user role](https://help.salesforce.com/s/articleView?id=platform.admin_roles.htm&language=en_US&type=5) to your organization's role hierarchy.
    3. Assign the role to System Administrator User.
    4. Save your changes.
2. From Setup, in the Quick Find box, enter Profiles.
    
    1. Clone the **Customer Community Plus User** profile.
    2. In Profile Name, enter ccpclone.
    3. Save your changes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-public_sector_solutions-264-0-0-production-enus/25746429-1b1c-4bf3-b014-cf92f9531212/images/icon_note.png)
    
    Note If there's an existing profile from before you turned on Person Accounts, ensure the appropriate record types are assigned to the profile.