[Action Plans and Workflows]
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans.
Which 3 process improvements can be delivered using Action Plans?
- Action Plans create repeatable tasks and automate the task sequences when executed
- When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
- Action Plans can automatically schedule the next appointment with the Advisor.
- Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
- Action Plans can speed up the collection of a list of documents needed for the loan application
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