Salesforce Financial-Services-Cloud Question Answer
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an
existing, published Action Plan Template to accommodate a change in the firm’s annual
clientreview process. What steps should the Admin take to make that change?
Salesforce Financial-Services-Cloud Summary
- Vendor: Salesforce
- Product: Financial-Services-Cloud
- Update on: Dec 30, 2025
- Questions: 168

