This Child Welfare Central Intake Management Application was developed on the Salesforce Force.com (App Cloud) Platform and is being distributed as open source to any agency that may want to use it as an accelerator for SACWIS/CCWIS Intake Management modernization. The application covers the reporting and documentation of incidents of alleged abuse and neglect to a state child welfare agency. The application functionality covers:
- Intake Management of Child Welfare Referrals
- Documentation of Allegations, Victims, Offenders
- Risk & Safety Assessments for Initial Screening Decisions
- Investigation Managemnt (including mobile investigations)
- Approval Processes (including mobile approvals)
- Workflow Management
- Reports
- Dashboards
- Global Search
- Use of Salesforce Chatter for contextual social collaboration (multi-disciplinary teams)
- Quick Actions to execute common tasks
- Task and Activity Management
- Calendaring
- Salesforce1 Mobile Application (iOS/Andriod)
- Data Model with custom objects: Referral__c, Investigation__c, Assesment__c, Allegation__c
- GIS Mapping with MapAnything from the Salesforce AppExchange
The repository also includes a complete Developers Workshop Guide / Student Handbook that illustrates how this application was developed on the Force.com Platform. The student guide takes the user through the entire lifecycle of developing the Central Intake application from spinning up a free Salesforce Developer Edition (DE) environment to creating the data model, business logic, workflow and reports/dashboards. This guide documents the approach to how the application was developed.
Repository Contents and Documents:
Salesforce Metadata Folders - The Salesforce Force.com IDE Plugin for Eclipse was used to extract all of the Central Intake Management application metadata from the Salesforce Platform. You can use this metadata to fork, then sync to your own Salesforce org or you can use the full package installation in document #2 below. More information on the Force.com IDE: https://developer.salesforce.com/page/Force.com_IDE
01 From Idea to Application in 1 Day - Child Welfare Intake Scenario.pdf - This document describes the scenario for Child Welfare agencies and their need to document all allegations for suspected abuse/neglect
02 Central Intake Management Application Installation Instructions.pdf - Document that describes how to install the open source Salesforce Central Intake Management application in a free Salesforce Developer Edition (DE) environment. (You'll be up and running in 15 minutes!)
03 Salesforce Central Intake Management Application Developer Workshop - Student Guide.pdf - Complete documentation of how to build the Central Intake Management application with the Salesforce App Cloud (Force.com) platform from scratch in less than 1 day.
Video Demo of the Central Intake Application
- Part 1: https://sfdc.co/G80ir
- Part 2: https://sfdc.co/cexXbg
- Part 3: https://sfdc.co/KoME7
Example Salesforce View List of Intake/Referral Records
Example Salesforce Intake Record Detail View with Case Team Social Collaboration
Example Salesforce Spatial Mapping of P1 & P2 Intake/Referral Records
Salesforce Contact
- Brian Murphy, Principal Solution Engineer
- Salesforce Public Sector
- 415-867-9525
- b.murphy@salesforce.com