Which 3 process improvements can be delivered using Action Plans?

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans.

Which 3 process improvements can be delivered using Action Plans?
A . Action Plans create repeatable tasks and automate the task sequences when executed
B . When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
C . Action Plans can automatically schedule the next appointment with the Advisor.
D . Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
E . Action Plans can speed up the collection of a list of documents needed for the loan application

View Answer

Answer: A, B, D

Explanation:

Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.