A government agency is implementing Public Sector Solutions and their intake officer is looking to create a document checklist and review business…

To meet the agency's requirements, the consultant must first enable the core features. This involves turning on both Intelligent Document Automation (B) and Document Checklist (C) in Salesforce Setup. These features provide the framework for managing and automating document intake. Once the features are enabled, the consultant must define the specific type of document to be managed, which in this case is a "business license application." This is achieved by creating a Document Type (E), which acts as a template for the checklist items and automation rules associated with that specific document. These three steps are the foundational configuration for the described use case.

A. Assign permissions and permission sets for application forms: This is a user access control step performed after the core features are configured, not a part of the initial feature setup itself.

D. Create a document type under Notes and Attachment: Document Types for Public Sector Solutions are a specific, dedicated feature and are not configured through the standard Notes and Attachments settings.

1. Salesforce Help, Public Sector Solutions Documentation, "Set Up Document Checklist": This document outlines the prerequisite steps for using Document Checklists. It explicitly states, "From Setup, in the Quick Find box, enter Public Sector Solutions, and then select Document Checklist. Turn on Document Checklist Items." This directly supports option C.

2. Salesforce Help, Public Sector Solutions Documentation, "Set Up Intelligent Document Automation": This guide details the setup process for IDA. The first step listed is to "Enable Intelligent Document Automation." It then proceeds to the step "Create Document Types," which are essential for IDA to function. This supports options B and E.

3. Salesforce Help, Public Sector Solutions Documentation, "Create Document Types": This page provides instructions on creating a Document Type record. It states, "Create document types to categorize the documents that constituents submit... For example, create a document type for a driver's license and another for a passport." This confirms that creating a specific "Document Type" for the business license application is a required step, supporting option E.