Action Plan Templates in Salesforce Financial Services Cloud

April 20, 2022

Financial Services Cloud: Our top features explained

by Jordan Rive

To get high quality outputs you need high quality inputs. While automation takes care of the data consistency on repeatable tasks, how do you ensure data consistency for manual tasks?

Action Plan Templates is a feature within Salesforce Financial Services Cloud which allows you to create and apply a predefined template of Tasks and Document Checklists Items to a record. Each Task can be assigned to a specific user and you can provide sequencing. It is easy to track the progress of any manual processes required related to your Financial Services Cloud.

How it works

For example when working with a new individual, compliance needs to ensure that KYC (Know Your Client) and / or CDD (Customer Due Diligence) has been completed and the appropriate documentation received.

An Action Plan Template would have been completed to include the following tasks:

At any one point in time the compliance manager is able to see the progress made towards the compliance onboarding of this individual, track how long tasks have taken and who completed it just like any other set of Tasks in Salesforce!

Watch our Onboarding demo here.

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