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A government agency is implementing Public Sector Solutions and their intake officer is looking to...

A government agency is implementing Public Sector Solutions and their intake officer is looking to create a document checklist and review business license applications only. The agency is looking to create a document type for business license applications using the Intelligent Document Automation (IDA) and restrict the record access to the intake officer only. What are the three steps a technical consultant should configure to satisfy the agency's use case?

A.

Turn on Document Checklist

B.

Create a Document Type

C.

Create a document type under Notes and Attachment

D.

Assign permissions and permission sets for application forms

E.

Enable Intelligent Document Automation

Salesforce Public-Sector-Solutions Summary

  • Vendor: Salesforce
  • Product: Public-Sector-Solutions
  • Update on: Jun 13, 2026
  • Questions: 112
Price: $52.5  $149.99
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