Do more with the new and changed Agentforce Public Sector, formerly Public Sector Solutions, objects.
C360 for Public Sector
- Query constituents by party category
- Use the new PartyCategory field on the PartyProfile object.
Unstructured Document Changes
- Indicate if a document is subject to processing with AI on ingest
- Use the new UnstructuredDocumentProcessing field on the DocumentChecklistItem object to extract data fields with AI.
Outbound Payments
- Store the payment instrument ID
- Use the new PaymentInstrumentID field on the Claim object. This object is available to users with the Outbound Payment for Public Sector Access permission set license.
- Store the payment instruction status for claims
- Use the new PaymentInstructionStatus field on the Claim object. This object is available to users with the Outbound Payment for Public Sector Access permission set license.
- Store the payment instruction status for payment requests
- Use the new PaymentInstructionStatus field on the PaymentRequest object. This object is available to users with the Outbound Payment for Public Sector Access permission set license.
- Store the payment method type for benefits
- Use the new PaymentMethodType field on the Benefit object. This field is available to users with the Benefit Management permission set license.
- Store the payment instruction status for benefit disbursements
- Use the new PaymentInstructionStatus field on the BenefitDisbursement object. This field is available to users with the Benefit Management permission set license and the Outbound Payments for Public Sector permission set license.
- Get information about payment instructions for a payment
- Use the new PaymentInstruction object. This object is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the external payee
- Use the new ExternalPayeeIdentifier field on the PaymentInstrument object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Store information about the location of disbursements
- Use the new address fields on the PaymentInstrument object. These fields are available to users with the Outbound Payments for Public Sector permission set license.
- Get the status of payment instruments
- Use the new PaymentStatus field on the PaymentInstrument object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the payment instruction history
- Use the new PaymentInstructionHistory object. This object is available to users with the Outbound Payments for Public Sector permission set license.
- Store the payment identifier
- Use the new PaymentIdentifier field on the Payment object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Store the outbound payment identifier
- Use the new IsOutbound field on the Payment object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the payment instruction payment related to an outbound payment
- Use the new PaymentInstructionPayment object. This object is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the payment instruction payment history related to an outbound payment
- Use the new PaymentInstructionPaymentHistory object. This object is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the expected payment date related to a payment instruction
- Use the new ExpectedPaymentDate field on the PaymentInstruction object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the processed amount related to an outbound payment
- Use the new ProcessedAmount field on the PaymentInstruction object. This field is available to users with the Outbound Payments for Public Sector permission set license.
- Get information about the payment status of an outbound payment
- Use the new PaymentStatus field on the PaymentInstruction object. This field is available to users with the Outbound Payments for Public Sector permission set license.