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

Question

Monterio Weaver · Accepted Answer

Create an action plan template with a Delivery Task and assign it to a Visit

Monterio Weaver · Accepted Answer

Assign the Lightning Direct store Delivery permissions set to the user

Monterio Weaver · Accepted Answer

Assign the Action Plans permission set to the Sales Manager .

Monterio Weaver · Answer

Define Assessment Indicator Definitions for Delivery task

Monterio Weaver · Answer

Change the Action Plan Type Delivery

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