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NEW QUESTION 30
Which three things must an admin keep in mind when creating Action Plan Templates’5
- A. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
- B. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
- C. When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset ” defined in the Action Plan Template
- D. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
- E. The Action Plan Template permission set must be added to all users that want to use Action Plans.
Answer: A,C,D
NEW QUESTION 31
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?
- A. Create a validation rule that evaluates the account rating
- B. Create an escalation rule based on the opportunity amount.
- C. Create the workflow rule on opportunity object.
- D. Create an auto-response rule on the opportunity amount.
Answer: C
NEW QUESTION 32
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
- A. When you work with Action Plans, you first create Action Plan Templates
- B. Action Plans can be used to schedule appointments with the Bankers
- C. Action Plans require a monthly license fee per user
- D. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
- E. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
Answer: A,D,E
NEW QUESTION 33
What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)
- A. It enables user access to the Actionable Relationship Center Lightning component
- B. Analytics Templated Apps
- C. It enables user access to Download Analytics Data and Install
- D. It enables user access to the Action Plans feature
- E. It enables user to configure Compliant Data Sharing
Answer: A,E
NEW QUESTION 34
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