What steps should the Admin take to make that change?

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?
A . Edit the published Action Plan Template directly.
B . Set the Action Plan Template to “Inactive” and then make changes to the template, as necessary.
C . Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.

View Answer

Answer: C

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 Reference: 4