The verified configuration sequence is B, C, and E . Salesforce's Public Sector documentation explicitly instructs administrators to turn on document checklists , assign the required permissions to users who process documents, and configure Document Types for the information extracted from submitted documents.
Document Checklist must first be enabled through Document Checklist Settings. The intake officer then requires the appropriate permission-set licensing and object access so that only authorized personnel can work with Received Documents, Document Checklist Items, extracted information, and the relevant application records. Salesforce's Intelligent Document Automation user-setup guidance specifically requires assigning Document Checklist and Intelligent Document Workspace access to document-processing users.
Finally, a Document Type must be created to define the type of incoming document—in this case, a Business License Application. Salesforce lists creating a Document Type as a foundational IDA setup task.
Option D is incorrect because Document Types are configured through the dedicated Document Type functionality, not under Notes and Attachments.
Verified correction: the uploaded screenshot marks A, C, E , but Salesforce's documented configuration requirements support B, C, E . There is no equivalent generic "Enable Intelligent Document Automation" step that replaces enabling Document Checklist.
Study Guide Reference: Public Sector Solution Product Configuration – Intelligent Document Automation; Document Checklist Settings; Document Types; user permissions; intake officer access.
