Financial-Services-Cloud Exam Dumps | Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding

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Question 18/51

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

A. Hank will be able to see the Action Plan tasks on the related list of the Account page layout.

B. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

Question 18/51

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