Which statement is true regarding Action Plan Templates relative to the business requirements above?

A customer has specific steps/tasks that need to be performed every time a new Business License Application comes in.

The following actions must be completed:

• The applicant must upload an image of their driver’s license

• The license reviewer must perform a background check within five business/working days

• The license reviewer must enter the background check results into an external system manually within two business days of completing the background check

• The license reviewer must provide a recommendation to the approver to approve/reject the application & submit it for review

• The license reviewer may add additional steps/tasks for a particular application as needed

Which statement is true regarding Action Plan Templates relative to the business requirements above?
A . An action plan template can be created (or the business license application object, and a document checklist item for the Image upload can be created
B . The reviewer users cannot create their own tasks within a predefined action plan template
C . Action plans cannot have tasks with due dates dependent upon prior tasks within the action plan
D . A document checklist item for an action plan template cannot be created

View Answer

Answer: A

Explanation:

An action plan template can be created for the business license application object, and a document checklist item for the Image upload can be created is a true statement regarding Action Plan Templates relative to the business requirements above.

An action plan template is a predefined set of tasks and subtasks that can be applied to records such as cases or permits. An action plan template can be created for any custom or standard object that supports activities, such as the business license application object.

A document checklist item is a type of task that can require users to upload documents or images as part of an action plan template.

Reference: https://help.salesforce.com/s/articleView?id=psc_admin_setup_action_plan_templates.htm&type=5&language=en_US