Skip to main content TDX, the developer conference for the AI agent era is happening now. Watch live on Salesforce+ for exclusive digital content, a revolutionary keynote, and more.
错误

出错了。请重试。

For Client Management with Financial Services Cloud

in the Manage Client Interactions activity: 

  

I am in the step: Create a Task. I am not able to add a task in the activity screen. There is no option available. How should I proceed?  

Not able to add a task in Manage Client Interactions

 

 

 

#Trailhead Challenges

5 个回答
  1. 2月25日 21:21

    Hi @Alexis McIntyre

     

     

    Case has been closed due to No Response. If you still need help, please reach out via case for further assistance.  

     

    Thank You! 

     

    ++NoResponse

0/9000