Which three setup steps should the salesforce Admin configure to allow Sales Managers to create and assign delivery tasks to deliver?

To enable a Sales Manager to create and assign delivery tasks, three core configurations are required. First, the manager needs the "Action Plans" permission set to create and manage the underlying framework (E). Second, for Direct Store Delivery (DSD) functionality, the specific "Lightning Direct Store Delivery" permission set must be assigned to the user (B). Finally, the actual work is defined in an Action Plan Template, which must be created with a "Delivery Task" item. This template is then associated with a visit to generate the specific, assignable tasks for the delivery driver (A).

C. Define Assessment Indicator Definitions for Delivery task: Assessment Indicators are for capturing metrics (e.g., number of facings). A simple delivery task (e.g., drop off goods) does not require them to function.

D. Change the Action Plan Type Delivery: The 'Type' field on an Action Plan is for categorization and reporting. While useful, it is not a mandatory technical step to enable the creation and assignment of delivery tasks.

1. Salesforce Help. (2023). Set Up Direct Store Delivery. This guide explicitly lists "Assign the Lightning Direct Store Delivery permission set to users" as a required setup step.

2. Salesforce Help. (2023). Action Plans in Consumer Goods Cloud. This documentation details the need for the "Action Plans" permission set for users who create Action Plan Templates and Action Plans.

3. Salesforce Help. (2023). Create Action Plan Templates for Visits. This document explains that to generate tasks for a visit, an admin must first create a template and add the required task items, such as a delivery task.