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
To modify a published Action Plan to support an additional task, Jen should use the Action Planitem feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: : Salesforce Help Article 1
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