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Configure Application Record Types for Public Sector Usage Tracking
Keep an eye on costs by creating and using application record types to track how many applications you process for constituents.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create or change record types: | Customize Application |
Costs associated with using Public Sector depend on the number of applications you process, so it’s important to keep track of the number to reduce surprises. Configuring application record types involves mapping your usage type with the application type and record type. For example, in a licensing and permitting scenario, business license applications might have the record types Fire Permit and Building Permit. For Emergency Program Management, a business license application record type might be Reopening Permit.
By default, Public Sector maps record types to the Public Sector Application Forms (License and Permit Management) application type unless you specifically map them to another usage type, such as Benefit Assistance, Composable Case Management, or Others (Emergency Program Management). So if you’re using both the License and Permit Management and the Emergency Program Management apps and you don’t configure application record types for usage tracking, all processed applications are counted under License and Permit Management, which can drive up your costs.
To track usage-based pricing, define application record types for business and individual license applications for the License and Permit Management and Emergency Program Management apps.
- From Setup, in the Quick Find box, search Usage Based Pricing and then select Usage Based Pricing.
- Click New Application RecordType Config.
- For Label, enter a descriptive name for the record.
- Select the Application Usage Type that represents what you’re configuring. For example, for licensing and permit management, select Public Sector Application Forms.
- For Object Name, select Business License Application or Individual Application.
- For Record Type Name, enter the name of a Business License Application or Individual Application record type.
- Save your changes.
