Exam Financial-Services-Cloud Topic 1 Question 59 Discussion
Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 59
Topic #: 1
Question #: 59
Topic #: 1
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)
Suggested Answer: A,B Vote an answer
Explanation
Hank can see Action Plan Tasks in two places:
On the related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.
Hank can see Action Plan Tasks in two places:
On the related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.
by Jay at Nov 18, 2024, 01:46 AM
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