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)

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)
A . Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
B . Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
C . Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D . Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

View Answer

Answer: AB

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.