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Salesforce Public Sector AP-222 Cheat Sheet

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Product-Specific Systems Knowledge

  • 45% of exam
  • Licenses + Permits Inspections + Violations Grantmaking Objects Benefits + Programs Documents + eSignature Site Template Picker

Product Configuration

  • 36% of exam
  • OmniStudio Components Data Mapper Types Business Rules Engine Experience Cloud Templates Agentforce Service Console Business Rules Picker

Implementation Strategies + Best Practices

  • 19% of exam
  • Architecture Layers Government Cloud Tiers Discovery + Design Build Order

Quick Facts

  • Exam code AP-222
  • Credential Agentforce 360 Public Sector
  • Questions 50 multiple-choice/multiple-select
  • Time 75 minutes
  • Pass 70%
  • Fee USD 150
  • Delivery Onsite or online proctored
  • Prerequisite None
  • Retakes 3 per release cycle
  • Renamed July 24, 2026

Licensing Chain PR

  • Apply -> Authorize -> Visit -> Violate -> Enforce
  • Application: intake Authorization: permit Visit: inspection Violation: finding Enforcement: remedy

InspectionType vs Visit PR

InspectionType

  • Setup record
  • Defines inspection kind
  • Reusable

Visit

  • Transaction record
  • Actual site visit
  • Date, place, inspector
  • Definition vs occurrence

Site Template Picker PR

  • Apply, renew permits → Licenses And Permits
  • Apply for benefits → Benefit Assistance
  • External grant reviewers → Grantmaking
  • Declared emergency → Emergency Response Site
  • Hiring managers review requisitions → Employee Site
  • Job seekers apply → Career Site
  • Partner delivers services → Service Provider Portal

Licenses + Permits PR

  • BusinessLicenseApplication Business permit request
  • IndividualApplication Person license request
  • BusinessLicense Issued authorization record
  • PreliminaryApplicationRef Saved pre-screening form Staging
  • BusRegAuthorizationType Activity to permit type
  • BusRegAuthTypeDependency Permit requires another permit
  • RegulatoryCode Rule being enforced
  • RegulatoryAuthority Agency granting authorization

Grant Money Path PR

  • Opportunity -> Application -> Decision -> Award -> Disbursement
  • Opportunity: advertised Decision: approve/deny Award: approved grant Disbursement: payment

FundingAward vs FundingDisbursement PR

FundingAward

  • Approved grant
  • Holds requirements
  • One per approval

FundingDisbursement

  • One payment out
  • Many per award
  • Tracks money issued
  • Grant vs payment

Document + Reporting Picker PR

  • Produce Word permit letter → Document Generation
  • Read uploaded paper form → Intelligent Form Reader ( Textract license )
  • Track required uploads → Document Checklist Item
  • Collect a signature → eSignature integration ( Named Credential )
  • Operational lists, metrics → Reports and dashboards
  • Large blended datasets → CRM Analytics ( Drillable, embedded )

Inspections + Violations PR

  • InspectionType Setup: kind of inspection
  • Visit Actual compliance site visit
  • AssessmentIndicatorDefinition Reusable compliance marker
  • AssessmentTask Check performed onsite
  • AssessmentTaskDefinition Pairs task, indicator definition
  • RegulatoryCodeViolation Violation found onsite
  • ViolationType Violation classification
  • ViolationEnforcementAction Authority response to violation

Benefit vs BenefitAssignment PR

Benefit

  • What agency offers
  • Program-level definition

BenefitAssignment

  • One constituent's enrollment
  • Comes from application
  • Offer vs enrollment

Complaints + Action Plans PR

  • PublicComplaint Complaint from public user
  • ComplaintCase Links complaint to Case
  • ActionPlanTemplate Reusable task blueprint
  • ActionPlanTemplateVersion Published, usable version Publish first
  • ActionPlan Applied template instance
  • ActionPlanItem One task instance

Form Reader vs Document Generation PR

Intelligent Form Reader

  • Reads uploads
  • Textract OCR
  • Data into records

Document Generation

  • Writes documents
  • Merges templates
  • Data into files
  • Inbound vs outbound

Grantmaking Objects PR

  • FundingOpportunity Advertised pool of money
  • IndividualApplication Grant request submitted
  • ApplicationDecision Final decision on application
  • FundingAward Approved grant record
  • FundingDisbursement One payment out
  • FundingAwardRequirement Deliverable the grantee owes
  • FundingAwardAmendment Scope or finance change
  • FundingAwardParticipant Per-record award access
  • FundingOppParticipant Per-record opportunity access

Benefits + Programs PR

  • Benefit What the agency offers
  • BenefitAssignment One constituent's enrollment
  • BenefitDisbursement Benefit actually issued
  • BenefitType Individual or group class
  • BenefitProduct Authorized deliverable product
  • BenefitSchedule Plan for delivering benefit
  • Program Governs enrollment, disbursement
  • ProgramEnrollment Enrollment details recorded

Employee + Emergency Response PR

  • RecruitmentRequisition Request to fill vacancy
  • RecruitmentPosting Advertised vacancy
  • JobPosition Instance of employment
  • EmploymentOffer Offer made to candidate
  • Position Functional role definition
  • PayGrade Groups similar positions
  • Employee2 Employee within organization

Documents + eSignature PR

  • DocumentChecklistItem One required document upload
  • ReceivedDocument Record for uploaded file
  • Intelligent Form Reader OCR extracts uploaded data
  • Amazon Textract OCR engine; license required
  • PDF, PNG, JPEG Accepted intake formats
  • Document Generation Merges template with data
  • Named Credential Auth for eSignature callouts
  • Trusted URL Allows vendor iframe

Four Data Mappers CO

  • Extract, Turbo, Load, Transform
  • Extract: many objects Turbo: one object Load: writes back Transform: reshapes only

Decision Matrix vs Table CO

Decision Matrix

  • Matches one row
  • Returns that row
  • Called by expression sets

Decision Table

  • Rules in objects
  • Operators per field
  • Multiple outputs possible
  • Fixed grid vs maintainable rules

OmniStudio Component Picker CO

  • Guided multi-step intake → OmniScript
  • Read-only record summary → FlexCard ( Can launch OmniScript )
  • Read one object fast → Turbo Extract ( No formulas )
  • Read multiple objects → Extract ( Formulas, filters )
  • Write records back → Load
  • Reshape JSON only → Transform
  • Chain server-side steps → Integration Procedure ( One round trip )
  • Configuration genuinely cannot → Apex ( Last resort )

OmniStudio Components CO

  • OmniScript Guided multi-step intake
  • FlexCard Compact record summary
  • Data Mapper Reads or writes records
  • Integration Procedure Server-side chained logic
  • Document Generation Produces merged documents
  • Discovery Framework Powers dynamic assessments

Rules Engine Stack CO

  • Expression Set calls Matrix and Table
  • Set: orchestrates Matrix: one row Table: editable rules Explainer: evidence

Extract vs Turbo Extract CO

Extract

  • Multiple objects
  • Formulas and filters
  • JSON, XML, custom

Turbo Extract

  • Single object type
  • No formulas
  • Faster at runtime
  • Power vs speed

Business Rules Picker CO

  • Sequential calculation flow → Expression Set
  • One row, one outcome → Decision Matrix
  • Staff edit thresholds → Decision Table ( Object or metadata )
  • Need multiple outputs → CSV decision table ( Object returns first )
  • Must justify determination → Decision Explainer ( Appeals, audits )

Data Mapper Types CO

  • Extract Many objects; formulas allowed
  • Turbo Extract One object; faster, simpler
  • Load Creates and updates records
  • Transform Reshapes data; no query

OmniScript vs FlexCard CO

OmniScript

  • Guided steps
  • Collects input
  • Application intake

FlexCard

  • Compact summary
  • Mostly read-only
  • Launches OmniScripts
  • Collect vs display

Business Rules Engine CO

  • Expression Set Calculation engine of rules
  • Decision Matrix One row, one outcome
  • Decision Table Object rules, multiple outputs
  • Decision Explainer Stores decision evidence
  • Lookup Table Expression set retrieval step
  • Aggregation Summarizes values in set

Relationship Center vs Timeline CO

Relationship Center

  • Graphs relationships
  • Household connections
  • Related records

Timeline

  • Date sequence
  • Events and milestones
  • Chronological view
  • Who versus when

Experience Cloud Templates CO

  • Licenses And Permits Apply, renew, assess needs
  • Benefit Assistance Apply for benefits, complaints
  • Grantmaking Opportunities, applications, external reviewers
  • Emergency Response Site Crisis assistance requests
  • Employee Site Requisitions, postings, assessments
  • Career Site Job seekers apply, track
  • Service Provider Portal Providers process referral requests

Agentforce Service Console CO

  • Action Launcher Agent starts common actions
  • Record Alerts Surfaces critical record information
  • Actionable Relationship Center Interactive relationship visualization
  • Timeline Chronological interaction view
  • Identity Verification Confirm before sensitive disclosure
  • Interaction Summaries Meeting notes documented
  • Life Events Constituent milestones displayed
  • Party Relationship Group Household-level determinations

Build Order IM

  • OmniStudio, BRE, Flow, Action Plans, then Apex
  • Declarative first Apex last resort Extend, don't replace

Gov Cloud Plus vs Defense IM

Government Cloud Plus

  • FedRAMP High
  • DoD IL2
  • Civilian agencies

Plus - Defense

  • DoD IL4
  • DoD IL5
  • Defense workloads
  • IL2 vs IL4/IL5

Architecture Layers IM

  • Salesforce Platform Single source of truth
  • Agentforce Service Cases, constituent view
  • Experience Cloud Public-facing portals
  • Public sector data model Purpose-built government objects
  • Industry Common Layer Shared Industries tooling

Cloud Tier Ladder IM

  • Moderate -> High + IL2 -> IL4/IL5
  • Gov Cloud: Moderate Plus: High + IL2 Defense: IL4/IL5

Government Cloud Tiers IM

  • Government Cloud FedRAMP Moderate
  • Government Cloud Plus FedRAMP High; DoD IL2
  • Gov Cloud Plus - Defense DoD IL4 and IL5
  • Salesforce Shield Encryption, monitoring, audit trail
  • Confirm tier early Constrains available features

Discovery + Design IM

  • Persona mapping Drives templates and sharing
  • Process mapping Drives component selection
  • Extend standard objects Keeps prebuilt relationships
  • Sharing design Roles, rules, participant records
  • Data quality plan Match, dedupe before cutover
  • Audit needs early Evidence cannot be retrofitted

Common Traps

Type versus transaction

  • InspectionType is setup ≠ Visit is the inspection

Award versus payment

  • FundingAward is approval ≠ Disbursement is money out

Amend, do not replace

  • Amendment keeps history ≠ New award orphans requirements

Matrix versus table

  • Matrix returns one row ≠ Table rules stay editable

Turbo Extract limits

  • Turbo reads one object ≠ No formulas or transformations

Reader versus generator

  • Form Reader reads uploads ≠ Document Generation writes files

Access versus org defaults

  • Participant records grant precisely ≠ Org-wide defaults grant bluntly

Extend, never rebuild

  • Add fields to standard ≠ Custom object loses templates

Staging versus live

  • PreliminaryApplicationRef holds drafts ≠ Data Mapper moves submitted

IL2 is not IL5

  • Gov Cloud Plus is IL2 ≠ Defense edition covers IL5

Last Minute

  • 1. Systems knowledge = 45% of exam
  • 2. Configuration 36%; strategy 19%
  • 3. 50 questions, 75 minutes, 70%
  • 4. Retake waits: 24 hours, 14 days
  • 5. Intake = OmniScript; summary = FlexCard
  • 6. Turbo Extract = one object only
  • 7. Matrix = one row; Table = editable
  • 8. Visit = inspection; InspectionType = setup
  • 9. FundingAward approves; Disbursement pays
  • 10. Benefit offers; BenefitAssignment enrolls
  • 11. Amend awards, never replace them
  • 12. Extend standard objects, avoid custom
  • 13. Government Cloud Plus = FedRAMP High
  • 14. Defense edition = IL4 and IL5
  • 15. Form Reader reads; Document Generation writes
  • 16. Decision Explainer proves the determination

Salesforce Accredited Agentforce 360 for Public Sector Professional (formerly Public Sector Solutions AP)

  • Practice Questions 130 questions Study Guide 48 topics Cheat Sheet 101 facts Flashcards 50 cards Free CE Podcast

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