--- schema_version: "1" id: 0443f8f14fb44116adf77a731d65590d60840d6d66f85eeb4ea4f48a1e03bd95 title: Public Sector collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_public_sector_solutions.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_public_sector_solutions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 896b9613f7c310341261154e3317476af06894111f96396d84ef3459235d0923 description: Bring taxpayer data together with Taxpayer 360 and show it to constituents on a self-service portal. Agentforce helps handle routine tax inquiries with complex cases passed to human agents. Let constituents apply for multiple benefit programs in one application and check their eligibility across programs. Adapt claims submission forms to your workflows, and use Outbound Payments to extract invoice data. Guide applicants through license and permit intake with Agentforce, and collect service fees with Inbound Payments. Engage job candidates with AI-powered self-service and targeted recruitment campaigns. Schedule constituent visits, inspections, and other interactions, and assign the right worker to each location. Use semantic search to find relevant content in files stored in Amazon S3. products: - Cross Cloud release: "264" --- # Public Sector Bring taxpayer data together with Taxpayer 360 and show it to constituents on a self-service portal. Agentforce helps handle routine tax inquiries with complex cases passed to human agents. Let constituents apply for multiple benefit programs in one application and check their eligibility across programs. Adapt claims submission forms to your workflows, and use Outbound Payments to extract invoice data. Guide applicants through license and permit intake with Agentforce, and collect service fees with Inbound Payments. Engage job candidates with AI-powered self-service and targeted recruitment campaigns. Schedule constituent visits, inspections, and other interactions, and assign the right worker to each location. Use semantic search to find relevant content in files stored in Amazon S3. - **[Tax and Revenue Management for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_tax_rev_container.htm&release=264.0.0&type=5)** Tax agencies get a unified and comprehensive view of the taxpayer, while providing a self-service web portal where constituents can directly access their own tax information. Agentforce helps handle routine inquiries with complex cases passed to human agents. - **[Benefit Management for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_benefit_mgmt_container.htm&release=264.0.0&type=5)** Constituents and their authorized representatives can now apply for multiple government benefit programs in a single, unified application instead of completing a separate application for each one. As applicants enter their information, they are checked for eligibility for each program at the same time, and known details are prefilled from existing records to reduce repetitive data entry. The result is faster, lower-error intake for constituents and consolidated, more consistent workflows for caseworkers and supervisors. - **[Outbound Payments for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_outbound_payments_container.htm&release=264.0.0&type=5)** Capture standardized rates for services in your catalog to adjudicate and approve payment. Define costs for benefit and non-benefit programs, from court translators to nutrition assistance. - **[Claims Submission for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_claims_submission_container.htm&release=264.0.0&type=5)** Streamline claims processing and service delivery for public benefit programs. Authorize and track service delivery, customize claim submission forms, and use AI to extract invoice data. These capabilities help agencies accelerate claim processing, reduce manual processing, and maintain visibility throughout the service delivery lifecycle. - **[License, Permit, and Inspection Management for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_lpi_mgmt_container.htm&release=264.0.0&type=5)** Guide applicants through license and permit applications with an agent-assisted intake experience. The intake flow unifies multiple licenses into a single application, fills fields from uploaded documents, and lets applicants pause and resume. Constituents pay application fees directly on your portal, and inspectors add unplanned tasks during a visit. Address search finds locations and addresses by name instead of by generated ID. - **[Talent Recruitment Management for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_ps_trm_container.htm&release=264.0.0&type=5)** Engage candidates faster with AI-powered self-service and targeted recruitment campaigns. - **[Workforce Scheduling for Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_workforce_scheduling_container.htm&release=264.0.0&type=5)** Schedule the appointments, home visits, and inspections that constituents depend on, and get the right worker to each location on time. Constituents book time with case workers and intake officers, and agency employees schedule home visits for inspections, investigations, and case history collection. Dispatchers coordinate employees and contractors from one operations console, and mobile workers record observations and access case data offline at the job site. - **[Track Supplier Risk Across Your Multi-Tier Supply Chain (Pilot)](https://help.salesforce.com/s/articleView?id=release-notes.rn_supply_chain_resiliency_pilot.htm&release=264.0.0&type=5)** Surface supplier risks before they disrupt mission-critical programs. The new Supply Chain Resiliency data model is highly flexible and extendable and gives program managers and contracting officers a real-time view of risk across every tier of the supply chain, from supplier networks and bill-of-materials structures to the programs and contracts they affect. Act on vulnerabilities early, keep essential services running, and configure the model to fit your agency's needs. - **[Discover Amazon S3 File Content Semantically with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_external_storage_search.htm&release=264.0.0&type=5)** Stop manually reviewing files to find what you need. Investigators, compliance officers, and other users can easily locate specific information across petabytes of files stored in Amazon S3 by conversing with an Agentforce AI agent, or directly from a record page using the External Storage Semantic Search component. Semantic search uses AWS services such as Amazon Bedrock and Amazon Kendra to understand intent, not just keywords. For example, a query for "suspect fled the scene" also finds files mentioning "absconded," or videos where someone says "ran away," across text in documents, spoken words in videos, and text within images. - **[Accelerate Setup with Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_salesforce_go_setup.htm&release=264.0.0&type=5)** Salesforce Go expands its support for Agentforce Public Sector, introducing a single setup location for key features. Discover External Storage Search, Licensing and Permitting, and Recruitment Campaigns capabilities on Salesforce Go and take advantage of expanded configurability across all Public Sector features for a more tailored implementation experience. - **[New and Changed Objects in Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_psc_new_changed_objects.htm&release=264.0.0&type=5)** Do more with the new and changed Agentforce Public Sector objects. - **[New and Changed Connect REST APIs in Agentforce Public Sector](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_new_changed_connect_api.htm&release=264.0.0&type=5)** Do more with the new and changed Agentforce Public Sector APIs. - **[New Connect in Apex Class in Benefit Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_benefit_mgmt_connect_in_apex.htm&release=264.0.0&type=5)** This Connect in Apex class is new. - **[New Connect REST API and Apex Methods in Tax and Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_apis.htm&release=264.0.0&type=5)** Retrieve a taxpayer's activity and profile through the new Tax and Revenue resources. Get the logged-in taxpayer's filings, documents, payments, refunds, and assessments for a tax year scoped to just the views you need, and get a taxpayer profile with the tax years that have filings on record. - **[New Invocable Actions in Public Sector Solutions](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_invocable_actions.htm&release=264.0.0&type=5)** Retrieve a taxpayer’s profile and tax-year activity from Flow with new invocable actions for Tax and Revenue Management. - **[Public Sector Namespace](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_benefit_mgmt_public_sector_namespace.htm&release=264.0.0&type=5)** Determine eligibility, calculate benefit amounts, and manage application data directly from Apex using new classes in the PublicSectrSltn namespace. These classes mirror the ConnectApi.IntegratedEligibilityConnect Connect in Apex methods so you can build the integrated application experience in your own Apex logic. ## New and Enhanced Common Features for Public Sector Public Sector includes access to some features that are available across clouds and products in Industries. Use these features to extend and customize Public Sector based on your business needs. - [Action Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_action_plans.htm&release=264&type=5&language=en_US) 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. - [Criteria-Based Search and Filter](https://help.salesforce.com/s/articleView?id=release-notes.rn_criteria_based_search_and_filter.htm&release=264&type=5&language=en_US) 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](https://help.salesforce.com/s/articleView?id=release-notes.rn_discovery_framework.htm&release=264&type=5&language=en_US) Use Generative AI to validate uploaded documents and prefill linked fields in Discovery Framework assessment forms. - [Grantmaking](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking.htm&release=264&type=5&language=en_US) 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. - [Omnistudio](https://help.salesforce.com/s/articleView?id=release-notes.rn_omnistudio.htm&release=264&type=5&language=en_US) 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 Omnscripts 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. - [Unified Catalog](https://help.salesforce.com/s/articleView?id=release-notes.rn_unified_catalog.htm&release=264&type=5&language=en_US) Expedite fulfillment times for high-volume requests like password resets by using dedicated tracking and tailored workflows. Transfer complex Service Process packages, including all rules and flows, reliably between different orgs without manual fixes. ​​Capture the most current and relevant inputs by directly updating service record attributes within the service design process. Control Service Process availability by using complex qualification logic that designers can easily build and deploy. Optimize your Service Process creation with improved attribute organization, support for more data types, and clearer display of record information. Equip service reps and internal request fulfillers to validate product eligibility for customers and employees by using the Check Product Eligibility Agentforce action. ## Public Sector Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Outbound Payments**: [Authorize and Track Service Delivery Access Across Benefit and Non-Benefit Programs](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_authorize_track_services.htm&release=264.0.0&type=5 "Agencies can now authorize and track service delivery for operational services like court translators, expert witnesses, and investigative consultants—as well as service-based benefits to constituents like nursing support and nutrition assistance with Service Authorization and Service Delivery.") - Updated to move the release note from the Outbound Payments section to the Claims Submission section. The release note content wasn’t updated. (Updated the week of October 19th, 2026) - **Outbound Payments**: [Customize Claims Submission Forms and AI-Based Invoice Extraction](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_customize_claims.htm&release=264.0.0&type=5 "Government agencies can now adapt Claims submission forms in Experience Cloud to match their workflows—adding custom fields, simplifying provider intake, and automating invoice data extraction with Unstructured Document Processing.") - Updated to move the release note from the Outbound Payments section to the Claims Submission section. The release note content wasn’t updated. (Updated the week of October 19th, 2026) - **Talent Recruitment Management for Agentforce Public Sector**: [Run Targeted Recruitment Campaigns](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_recruitment_campaigns.htm&release=264.0.0&type=5 "Recruitment teams need a proactive way to engage candidates in their talent pool, not just wait for applications. With recruitment campaigns, you can segment your talent pool by skills and past applications to reengage candidates with personalized opportunities. Nurture passive talent over time with confidence, knowing campaigns target only candidates who consented to communications.") - Added a note about the workaround to complete the Agentforce Marketing Intial Setup stage in Salesforce GO. (Updated the week of October 12th, 2026) - **Tax and Revenue Management for Public Sector**: [Deflect Taxpayer Inquiries Automatically with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_taxpayer_agentforce.htm&release=264.0.0&type=5 "Handle your highest-volume taxpayer questions related to refund status, tax balance breakdowns, and filing status inquiries with the Tax Advocate agent. Embed the agent directly on the taxpayer web portal. Taxpayers interact with a conversational AI in natural language and receive real-time, personalized answers grounded in Taxpayer 360 data.") - Added a release note about the general availability of the Tax Advocate agent. (Added the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [Build a Unified Taxpayer 360 Profile](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_tax_dmo.htm&release=264.0.0&type=5 "The new Taxpayer 360 Data Model covers identity and household details, income summary, filing status, and payment history, giving tax agents a complete constituent profile in one view without switching between systems. Connect your data by using Data 360 while keeping your existing system as the source of record.") - Updated the release note to announce the Tax and Revenue Management Data Kit. (Updated the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [New Connect REST API and Apex Methods in Tax and Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_apis.htm&release=264.0.0&type=5 "Retrieve a taxpayer's activity and profile through the new Tax and Revenue resources. Get the logged-in taxpayer's filings, documents, payments, refunds, and assessments for a tax year scoped to just the views you need, and get a taxpayer profile with the tax years that have filings on record.") - Updated the release note with new URL endpoints for the Tax Revenue Profile and Tax Constitutent Activity resources. (Updated the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") - Added a release note with the new metadata type for Tax and Revenue Management features. (Added the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [New Invocable Actions in Public Sector Solutions](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_invocable_actions.htm&release=264.0.0&type=5 "Retrieve a taxpayer’s profile and tax-year activity from Flow with new invocable actions for Tax and Revenue Management.") - Added a release note with the new invocable actions for Tax and Revenue Management features. (Added the week of October 12, 2026) ### August 2026 - **Talent Recruitment Management for Agentforce Public Sector**: Answer Candidate Questions Instantly with Agentic Self-Service for Talent Recruitment Management (Removed the week of August 24, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Tax and Revenue Management for Agentforce Public Sector**: [Deflect Taxpayer Inquiries Automatically with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_taxpayer_agentforce.htm&release=264.0.0&type=5 "Handle your highest-volume taxpayer questions related to refund status, tax balance breakdowns, and filing status inquiries with the Tax Advocate agent. Embed the agent directly on the taxpayer web portal. Taxpayers interact with a conversational AI in natural language and receive real-time, personalized answers grounded in Taxpayer 360 data.") (Removed the week of August 31, 2026) - This feature isn’t quite ready yet, so we removed it for now.