---
schema_version: "1"
id: 3d72bc7a39c27236a25a6c80fe62da83003a96aaf0990f530f2cb28c0ec1fea7
title: Set Up the Integrated Application Intake Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_bm_ia_set_up_the_intake_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_bm_ia_set_up_the_intake_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1194af0e57b3efde89c83a4f7b1b59a1c7a8c46231d9c6117a1ff46e7f1dd92d
description: Offer admins a connected form framework that powers a seamless, guided intake experience for constituents applying to benefit programs.
products:
- Public Sector
release: "264"
---
# Set Up the Integrated Application Intake Process
Offer admins a connected form framework that powers a seamless, guided intake experience for constituents applying to benefit programs.
### Required Editions
Activate the Omniscripts and FlexCards for each intake stage and then link them through Application Render Methods and action plan templates. That way Customer Community Plus users can log in, apply once, and track their application status.
## Set Up Form Framework
1. From the App Launcher, find and open **OmniScripts**.
1. Create and activate new versions of these Omniscripts.
- Household Application
- Evaluate Benefits Eligibility
- Applicant Acknowledgement and Details Submission
2. From the App Launcher, find and open **Flexcards**.
1. Clone and activate these flexcards.
- HouseholdDetails
- DisplaySubmittedBenefits
3. From the App Launcher, find and open **Application Render Methods**. [Create render methods](https://help.salesforce.com/s/articleView?id=ind.grmk_form_framework_create_application_render_methods.htm&type=5&language=en_US) for these records.
| Render Method Name | Method Record | Method Type | Usage Type |
| --- | --- | --- | --- |
| Common Questionnaire | OmniProcess and Household Application | Omniscript | Form Framework |
| View Common Questionnaire | Omni Ui Card and Household Details | Flexcard | Form Framework |
| Evaluate Benefits Eligibility | OmniProcess and Evaluate Benefits Eligibility | Omniscript | Form Framework |
| View Evaluate Benefits Eligibility | Omni Ui Card and DisplaySubmittedBenefits | Flexcard | Form Framework |
| Acknowledgement | OmniProcess and Applicant Acknowledgement and Details Submission | Omniscript | Form Framework |
| LIHEAP | LIHEAP | Omniscript | Form Framework |
| SNAP | SNAP | Omniscript | Form Framework |
4. From the App Launcher, find and open **Application Stage Definitions**. [Create application stage definitions](https://help.salesforce.com/s/articleView?id=ind.grmk_form_framework_link_application_render_method_to_application_stage_definition.htm&type=5&language=en_US) to connect the render methods.
| Name | Edit Type Application Render Method | View Type Application Render Method | Type |
| --- | --- | --- | --- |
| Common Questionnaire | Common Questionnaire | View Common Questionnaire | Form Framework |
| Evaluate Benefits Eligibility | Evaluate Benefits Eligibility | View Evaluate Benefits Eligibility | Form Framework |
| Acknowledgement | Acknowledgement | Acknowledgement | Form Framework |
| LIHEAP | LIHEAP | LIHEAP | Form Framework |
| SNAP | SNAP | SNAP | Form Framework |
## Set Up Action Plan Templates and Intake Omniscripts for Integrated Application
### Required Editions
User Permissions
Needed
To configure Omniscripts:
Customize Application
1. From the App Launcher, find and open **Action Plan Templates**. Create action plan templates to define and enforce the steps needed to apply for benefits. This helps constituents complete a consistent, guided process without missing any required information.
The sample configuration values in this table show how specific action plan templates are linked to the stages and parts of the benefit application process.
| Action Plan Template Name | Action Plan Type | Target Object | Intake Form Section Name |
| --- | --- | --- | --- |
| Applicant Information | Industries | Application Form | Common Questionnaire |
| ELIGIBILITY EVALUATION | Industries | Application Form | Evaluate Benefits Eligibility |
| LIHEAP | Industries | Application Form | LIHEAP |
| SNAP | Industries | Application Form | SNAP |
| Acknowledgement & Submission | Industries | Application Form | Acknowledgement |
2. From the App Launcher, find and open **Integration Procedures**.
1. Open and create a version of the **Create Application Form With Action Plan** integration procedure.
2. Click and open the details of the **SetActionPlanTemplateIds** element.
3. Click **Edit as JSON**.
4. Insert the action plan template IDs of action plan templates. For example, Household Application and ELIGIBILITY EVALUATION in Id1 and Id2 respectively.
```
[{"Id1":"0PRSG00000180a94AA"}, {"Id2":"0PRSG00000180a94BB"}]
```
5. Save and activate the integration procedure.
3. Open the Evaluate Benefits Eligibility Omniscript and go to its Setup.
1. In Seed Data JSON, enter the key and value details.
4. From the App Launcher, find and open the **Digital Experience** app.
1. Click **Benefit Assistance**, and then click **Builder**.
2. Click **Apply For Myself** in Builder.
3. In the Application Form Detail page, click the **Application Sections** component.
4. Under Form Review, set these design attributes.
- Render Method: View if Submitted
- Order Action Plans: Display Order
1. Publish the changes.
Log in to the Benefit Assistance site as a Customer Community Plus user. Click **Apply For Myself** and proceed to apply for benefits.
## Automate Constituent Data Entry in Integrated Application
Reduce manual effort for constituents applying for benefits by configuring account-contact relationships, household structures, and appropriate data sharing permissions to streamline data capture.
1. Enable Account-Contact relationship.
1. From Setup, find and open **Account Settings**.
2. Under Contacts to Multiple Accounts Settings, select **Allow users to relate a contact to multiple accounts**.
2. Create a household account.
1. Create a Business Account type of household account.
2. From the App Launcher, find and open **Accounts**.
3. Click **New**. See [Account Fields](https://help.salesforce.com/s/articleView?id=sales.account_fields.htm&type=5&language=en_US) in Salesforce Help.
4. Select **Business Account** and enter a name for the account.
5. In Related Contacts, click **Add Relationship** to add Account Contact Relationship records for the head of household and all the members of that household.
6. Create relevant object records and link them to the person accounts. For example, Party Profile, Party Profile Address, Party Income, Party Expense, and Party Profile Asset.
7. Share all the household records to the respective user in read-only mode.
3. Configure field-level security for all the Party objects and fact entities. For example, for PartyProfile, set all the fields visible on the form, such as AccountId, RelatedPartyProfileId, LastName, FirstName, and PrimaryEmail.
## Enable Authorized Representative in Integrated Application
Set up an authorized representative, such as a trusted family member, friend, or advocate who can apply for benefits on behalf of the constituent.
### Required Editions
See [Authorized Representative for Benefit Management](https://help.salesforce.com/s/articleView?id=ind.aps_authorized_representative.htm&type=5&language=en_US).