Public Sector

Transform IT service delivery with Agent-First IT Support for Public Services. Accelerate hiring and simplify license discovery with Agentforce. Streamline investigative case management setup by using Salesforce Go, collect fees directly on your portal with Inbound Payments, and support complex reporting needs by generating larger documents.

Public Sector Solutions is now Agentforce Public Sector. You may see references to Public Sector Solutions in our application and documentation.

  • Deliver Agent-First IT Support to Public Sector Employees
    Provide modern, AI-powered IT service management to your public sector employees with the full suite of Agentforce IT Service capabilities. Resolve issues faster by giving your employees conversational, personalized, AI-driven support in the most convenient channel. Accelerate self-service by using topics and actions provided in the Employee Request Management agent template. Use the topics and actions in the IT fulfiller agent template to reduce repetitive manual work and accelerate issue resolution. Use Data 360 to enrich responses and reduce manual intervention for routine tasks.
  • Agentforce for Public Sector
    Accelerate hiring by using an AI agent to match qualified candidates to job positions based on skills, specializations, and location. Assist job seekers on your recruitment site with an agent that answers questions about hiring policies and processes. Help constituents identify necessary licenses and permits and answer their questions by deploying an agent grounded in your agency’s policy manuals.
  • Enhance Benefit Assistance with Comprehensive Data
    Capture essential details about a constituent, such as living arrangements and benefit duration, to help caseworkers make informed decisions about their benefit eligibility. Use eligibility reason codes to track eligibility determination, and record key dates of benefit issuance, closure, and notification to support the benefit assistance lifecycle.
  • Collect Fees for Public Sector Services with Inbound Payments
    Help constituents pay for services, such as license and permit applications, directly on your public facing portal. By using Inbound Payments, you can embed a secure checkout flow into your Experience Cloud site. This integration helps constituents settle fees digitally and gives agency employees real-time visibility into payment status, reducing manual reconciliation and ensuring compliance before application approval.
  • Generate Larger Documents for Agentforce Public Sector
    Generate documents up to 300 MB to help with complex reporting needs, like investigative case files with high-resolution images or large data records. Agentforce Public Sector, formerly Public Sector Solutions, now packages this enhancement directly, so you can create large files without hitting previous size constraints.
  • Enhance Agentforce Public Sector Feature Discovery and Setup
    With Salesforce Go, discover, set up, and configure Investigative Case Management features, and track feature usage, all from a single location in Setup. Learn more about the features and get help with configuration by accessing content resources and links.
  • New and Changed Objects in Agentforce Public Sector
    Do more with the new and changed Agentforce Public Sector, formerly Public Sector Solutions, objects.
  • New APIs in Agentforce Public Sector
    Do more with the new API in Agentforce Public Sector, formerly Public Sector Solutions, objects.

New and Enhanced Common Features for Public Sector Solutions

Agentforce Public Sector includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Agentforce Public Sector based on your business needs.

  • Accounting Subledger

    Consolidate data between Salesforce CRM and your accounting system. Understand how and where funds are received, paid, and allocated.

  • Action Launcher

    Extend action recommendations by using contextual information from service records to determine user intent.

  • Action Plans

    Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.

  • Actionable Relationship Center

    View many-to-one relationship type records on an Actionable Relationship Center (ARC) graph.

  • Batch Management

    Use related object fields to control eligibility criteria and to group records for processing. Make the most of the new enhancements to fast-track batch job runs. All Spring '26 Batch Management changes are available for a limited set of process types, excluding the Flow process type.

  • Business Rules Engine

    Experience improved scalability in decision tables with increased limits for invocations, output results, columns, and row processing. Expression sets enhancements include support for the IF function, automatic element naming, proactive alerts for constraint violations, and improved Salesforce Flow integration. Deploy rules to context definitions with improved stability. Monitor decision table actions in a centralized dashboard with real-time status and error details. Simplify the discovery and setup Business Rules Engine features with Salesforce Go. Clarify decisions with automated explanations for nested expression sets. Control how your expression set handles null values and no matches in decision tables based on your business requirements.

  • Compliant Data Sharing

    Compliant Data Sharing custom object record owners can now delete custom object participant records by using a new setting.

  • Context Service

    Manage large context definitions with more ease by using the enhanced context definition mapping user interface with inline search and improved sort and filter abilities. Map extended context definitions to custom data spaces that contain preprocessed, harmonized, and unified data from multiple sources. Context Service now supports Second-Generation Managed Packaging (2GP). You can now package and deploy deactivated context definitions. Guided extensibility prevents mapping conflicts by enabling custom mappings only for allowed inherited nodes and attributes, ensuring stable upgrade experiences.

  • Criteria-Based Search and Filter

    Use Criteria-Based Search and Filter to design a search experience for your users. You can configure a search based on a single object that unifies complex sets of data, such as inventory and aggregated customer information that’s otherwise spread across multiple objects and fields. Criteria-Based Search and Filter can be customized to meet varied business requirements.

  • Discovery Framework

    Easily present forms in the user's preferred language by storing assessment questions and responses in multiple languages. Keep historical data accurate by mapping each response to the specific version of the question, ensuring compliance. Save time by creating assessment questions with Generative AI so that you can generate, edit, and refine questions by using natural language instructions.

  • Data Processing Engine

    Preview how your definitions transform data and instantly validate and debug definition design right for the builder. Create and run definitions in Data 360 companion orgs. Use a unified view to track the performance and key metrics of definitions. Get actionable recommentations for failed runs and download failed records to debug faster. Find and focus the Data Processing Engine canvas on nodes that you want to work on.

  • Fundraising

    Give your staff and donors powerful tools for managing gifts. Donors can handle common requests, like changing recurring gifts, by using the self-service Donor Support Agent (beta). Free up your staff by customizing the Gift Entry Grid with templates and custom Lightning Web Components for faster processing. You can now add up to 50 designations to a single gift and backdate transactions for gift commitments, all from within the Gift Entry Grid. New object updates also help you track in-kind donations and add multiple designations. Streamline workflows, improve data accuracy, and provide Relationship Officers with clear, gift-specific views, with dynamic Flexcards for gift planning.

  • Grantmaking

    Adopt the Application Form object to future-proof your application process and ensure access to future platform enhancements. To improve completion rates, all form components are now mobile-friendly for a better user experience on any device. You can also require specific file attachments to prevent incomplete applications.

  • Interest Tags

    Use sharing rules to extend sharing access to users for Tag Categories.

  • Omnistudio

    Validate your workflows built with Omniscripts and Flexcards end-to-end by using the UI Test Automation Model (UTAM) framework. For a fast, scalable experience, add Omniscripts and Flexcards to Lightning Web Runtime (LWR) Experience Cloud sites (pilot). Get immediate help with an Omnistudio component or element with the Omnistudio Assistance AI Agent (pilot). With accessibility improvements for Omniscripts and Flexcards, create inclusive workflows and solutions for customers and users with disabilities. Filter empty records in Omnistudio Data Mapper Extract and Turbo Extract components with the Is Null operator.

  • Program and Case Management

    Manage the complete participant lifecycle with greater speed and accuracy. Potential participants can now browse programs as guest users on your Experience Cloud site to increase engagement. When participants apply, guide staff through a streamlined intake for one or many programs with real-time eligibility checks. Finally, capture service delivery faster with optimized mobile attendance tracking and accelerate your Data 360 readiness with updated data kits.

  • Rollup Definitions

    Configure multiple record rollup definitions within one LWC component for improved data visualization. Set up on-demand record rollup definitions quickly and efficiently using the guided setup. Help business executives make more informed decisions by using the enhancements to record rollup definitions.