Exam Financial-Services-Cloud Topic 1 Question 162 Discussion

Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 162
Topic #: 1
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?

Suggested Answer: C Vote an answer

Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item 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

by Susanna at Jun 04, 2026, 11:49 AM

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