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Licensing and Permitting Prerequisites
Before you set up licensing and permitting in Public Sector (formerly Public Sector Solutions), complete the prerequisites.
Required Editions
Make sure that your org is ready for licensing and permitting before you start configuring regulatory authorizations, license training requirements, and regulatory transaction fees.
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Set up useful related lists on the pages related to licensing and permitting. For
example:
- On the account page layout, add the Assets, Associated Locations, Business Licenses, Notes & Attachments, and Public Complaints related lists.
- On the business license application and individual application layouts, add the Approval History, Authorization Application Asset, Authorization Application Place, Regulatory Transaction Fees, and Visits related lists.
- Add the Business Regulatory Authorization Types related list to the business type and regulatory authorization type layouts.
Note This is not an exhaustive list. You can also update page layouts later, when a particular related list is required. - Give admins and users who configure regulatory authorizations and training requirements, and who issue licenses and permits, access to the objects they need to work with. Assign them the Public Sector Access permission set.
After completing these tasks, configure regulatory authorizations, license training requirements, and regulatory transaction fees.
Note In addition to manually creating records
for licensing and permitting regulatory objects, you can speed the work by bulk-importing data.
Use Data Loader to read, extract, and load data from CSV files or from a database
connection.
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