Exam Financial-Services-Cloud Topic 1 Question 109 Discussion

Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 109
Topic #: 1
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 client review process. What steps should the Admin take to make that change?

Suggested Answer: C Vote an answer

Explanation
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified References: 4

by Cornell at Jan 09, 2024, 04:57 PM

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