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The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update anexisting, published Action...

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?

A.

Edit the published Action Plan Template directly.

B.

Set the Action Plan Template to “Inactive” and then make changes to the template, as necessary.

C.

Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Dec 30, 2025
  • Questions: 168
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