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Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action...

Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A.

Use the 'task creator' tool to create a new task and associate with the existing Action Plan

B.

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

C.

Usethe Action Plan item feature to add an additional task to a published Action Plan.

D.

Create an independent Task not related to original Action Plan

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Jul 31, 2025
  • Questions: 168
Price: $52.5  $149.99
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