Financial-Services-Cloud Exam Dumps | Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action

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Question 30/35

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

A. Create an independent Task not related to original Action Plan

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

C. Use the Action Plan item feature to add an additional task to a published Action Plan.

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

Question 30/35

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