Enterprise Services

IOT

Indiana Office of Technology Evaluate SightLane Whitepaper

The CoE Team installed and evaluated SightLane for the first time, assessing it against best practices and state use cases.

The Team created a 4 page whitepaper highlighting key features and benefits.

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IOT

Indiana Office of Technology-

Evaluate Capado Whitepaper

Evaluating software for all agencies requires compliance, integration, security, scalability, cost-effectiveness, vendor reliability, customization, stakeholder involvement, and future adaptability.

The CoE Team assessed Copado’s CI/CD and compliance features, creating a whitepaper with adoption recommendations. The CoE team propose a Salesforce org strategy focusing on security, compliance, and release management for seamless Copado integration.

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IOT

Indiana Office of Technology-

Evaluate Varonis for Salesforce Whitepaper

Key considerations when evaluating software for all agencies include compliance, integration, security, scalability, cost-effectiveness, vendor reliability, customization, stakeholder involvement, and adaptability.

The Salesforce CoE team evaluated Varonis for Salesforce, analyzing its ability to enhance data security, user activity monitoring, and ensure compliance within the Salesforce environments of State of Indiana agencies.

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IOT

Indiana Office of Technology-

Evaluate Ownbackup Whitepaper

Key considerations for evaluating software across agencies include compliance, integration, security, scalability, cost-effectiveness, vendor reliability, customization, stakeholder involvement, and future adaptability.

The CoE team evaluated OwnBackup for Salesforce, analyzing its data backup, recovery, and protection features. The Tesm has created a whitepaper outlining its strengths in automation, data integrity, and compliance, with recommendations for secure, efficient data protection and quick recovery across agencies

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IOT

Indiana Office of Technology-

Created the IOT Salesforce Demo Sandbox

To tailor a Salesforce demo for an agency's needs, customize the platform to reflect unique workflows, integrate with systems, and ensure compliance. Highlight collaboration features, user-friendly tools, scalability, and demonstrate clear value aligned with the agency’s goals.

The Salesforce CoE team created the IOT Salesforce Demo Sandbox for the Indiana Office of Technology (IOT) to provide a controlled, isolated environment where stakeholders could explore and test Salesforce capabilities without impacting live systems. The demo sandbox was designed to showcase the potential of Salesforce for IOT use cases, enabling hands-on testing and training while allowing the team to experiment with configurations, customizations, and integrations relevant to IOT's needs. This sandbox environment serves as a valuable resource for evaluating Salesforce solutions and ensuring alignment with IOT's business requirements.

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IHCDA

Indiana Housing & Community Development Authority (IHCDA)

Development and implemented the Rental Housing Tax Credit (RHTC) Application Phase I.

One of the main challenges was transitioning the manual Excel-based application process to an automated Salesforce solution within a short time frame. This required rapid development to ensure the automation was implemented quickly and effectively, without compromising the functionality or usability of the system. The team also needed to ensure that users were trained and could seamlessly adopt the new process while maintaining high accuracy and efficiency in handling applications.

In Phase 2, the challenge was integrating new changes, such as the enhanced review process and application form updates, into existing functionality without rewriting the automations. The team had to modify workflows and automations carefully to accommodate these enhancements while maintaining system stability and efficiency. Ensuring smooth integration without disrupting the current solution.

The Salesforce CoE team developed and implemented Phase I of the Rental Housing Tax Credit (RHTC) Application for the Indiana Housing & Community Development Authority (IHCDA), leveraging Salesforce Public Sector Solutions (PSS). This phase focused on automating the previously manual Excel-based application process in a short period, streamlining workflows and improving efficiency. Key components included a secure applicant portal for submission and progress tracking, an internal review process to facilitate faster approvals, automated data capture to eliminate manual entry errors, task management for tracking progress, integrated communications with automated email notifications, and real-time reporting and analytics for monitoring progress and performance. This solution significantly reduced administrative effort, ensured data accuracy, and enhanced the experience for both applicants and IHCDA staff.

The Salesforce CoE team is implementing Phase II of the Rental Housing Tax Credit (RHTC) Application for IHCDA, building on the enhancements from Phase I. Key improvements include an upgraded applicant portal with additional document uploads, and a significantly enhanced internal review process, streamlining approval workflows and improving decision-making efficiency. These changes aim to further automate the application process, reduce manual efforts, and improve overall efficiency for both applicants and IHCDA staff.

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ISDA

Indiana State Department of Agriculture

ISDA Grain Buyers Warehouse Application (IGBWLA)

Key challenges include digitizing paper forms, automating workflows, and ensuring the new system meets stakeholder needs.

The Salesforce CoE is building the ISDA Grain Buyers Warehouse Application (IGBWLA) using Salesforce PSS to replace a paper-based application process. The solution automates licensing management, renewals, and transaction tracking, improving efficiency and reducing errors. Real-time data entry and digital reporting replace manual paperwork, streamlining compliance and improving accessibility. Workflow automation eliminates administrative delays, and integration with other systems enhances data collection. This shift to Salesforce PSS is modernizing operations, improving efficiency and regulatory compliance for the Indiana State Department of Agriculture.

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DHS

Indiana Department of Homeland Security

DHS Salesforce Phase 1 Enhancements / M&O

With DHS changing its implementation partner, the Salesforce CoE team is managing Phase 1 enhancements and M&O while ensuring smooth system updates. Key challenges include minimizing disruptions, improving user interfaces, addressing evolving requirements, and providing ongoing support for optimal performance.

The Salesforce CoE is working on Phase 1 enhancements and ongoing Maintenance & Operations (M&O) for the Indiana Department of Homeland Security (DHS) Salesforce solution. The project focuses on improving system functionality, user experience, and optimizing existing processes.

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IATG

Indiana Attorney General Office

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE provided suport and guidance Salesforce DMARC updates across multiple agencies, including the Indiana Attorney General's Office (IATG). The project focused on strengthening email security by configuring DMARC settings to prevent email spoofing and phishing attempts.

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ILG

Indiana lieutenant governor office

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE provided suport and guidance Salesforce DMARC updates for the Indiana Lieutenant Governor's Office, focusing on strengthening email security by configuring DMARC settings to prevent email spoofing and phishing attempts.The CoE successfully enhanced email security and compliance within the Salesforce environment for the Indiana Lieutenant Governor's Office.

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IDCS

Indiana Department of Child Services

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE provided suport and guidance Salesforce DMARC updates for the Indiana Department of Child Services (DCS), focusing on strengthening email security by configuring DMARC settings to prevent email spoofing and phishing attempts. The CoE successfully enhanced email security and compliance within the Salesforce environment for the Indiana Department of Child Services.

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IFSSA

Inidana Family and Social Services Administration

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE provided suport and guidance for Salesforce DMARC updates for the Indiana Family and Social Services Administration (FSSA), aiming to strengthen email security by configuring DMARC settings to protect against email spoofing and phishing attacks. The CoE successfully bolstered email security and ensured compliance within the Salesforce environment for FSSA.

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IHCDA

Indiana Housing & Community Development Authority (IHCDA)

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE executed Salesforce DMARC updates for the Indiana Housing & Community Development Authority (IHCDA) to enhance email security and prevent email spoofing and phishing. The project successfully improved email security by implementing strict DMARC policies, ensuring compliance and protecting IHCDA’s email communications within the Salesforce ecosystem.

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IPDC

Indiana Public Defender Council

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE implemented Salesforce DMARC updates for the Indiana Public Defender Council (IPDC) to bolster email security and prevent potential email spoofing and phishing attacks. The successful update strengthened IPDC’s email security posture, ensuring compliance with best practices for email authentication within their Salesforce environment.

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ITOS

Inidana Treasurer of State 

Salesforce DMARC Updates

Email automations were modified to align with new DMARC, SPF, and DKIM settings while ensuring seamless workflow and delivery.

The Salesforce CoE implemented Salesforce DMARC updates for the Indiana Treasurer of State (ITOS) to enhance email security and mitigate risks of email spoofing and phishing attempts. The project involved aligning SPF, DKIM, and DMARC records with ITOS's email infrastructure, testing the configurations to ensure seamless compatibility, and minimizing email delivery disruptions during the update. By carefully managing DNS settings and conducting thorough post-implementation monitoring, the CoE successfully strengthened ITOS's email security, ensuring compliance with best practices for email authentication in their Salesforce environment.

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IOT

Salesforce CoE Implementation Plan

The Salesforce CoE Implementation Plan provides a strategic roadmap for governance, standardization, and best practices across agencies.

The primary goal of the Salesforce Low- Code/No -Code CoE Implememntation plan is to enhance the state’s ability to increase efficiency and productivity using the Salesforce development platform to provide cost effective, user-friendly business solutions

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IOT

IN-Salesforce-CoE

2-5 Year Road Map

The IN-Salesforce CoE 2-5 Year Roadmap outlines a strategic plan for standardizing, scaling, and optimizing Salesforce across Indiana state agencies.

A 2–5-year strategic roadmap for a Low Code/No Code Salesforce CoE aligns Salesforce initiatives with State of Indiana’s goals, driving innovation, efficiency, and ROI. It ensures clear vision, enhanced decision-making, improved user adoption, compliance, and continuous improvement for long-term success

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IOT

Best Practice standard recommendations

Best Practice Standard Recommendations provide a framework for efficient, secure, and compliant Salesforce implementation, ensuring alignment with business goals and scalability.

The Salesforce CoE team has developed Best Practice Standards and recommendations to ensure consistent and secure Salesforce operations across State of Indiana agencies. These recommendations include governance, platform design, security, change management, release management, data integrity, performance optimization, and integration guidelines. They aim to enhance system efficiency, user adoption, and compliance with state policies. These resources support State of Indiana agencies in effectively implementing Salesforce solutions while ensuring alignment with their specific business requirements.

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IOT

Org Health Assessment guidelines

A key challenge with state agencies can be understanding their unique requirements and gaining access to their organizational systems and data.

The Salesforce CoE team created an Org Health Assessment guidelines to evaluate the effectiveness, security, and performance of Salesforce implementations across State of Indiana agencies. It covers key areas like data quality, security, user adoption, and integrations, providing actionable recommendations for improvement.