What actions can a Wealth Advisor take from the Life Events card7

What actions can a Wealth Advisor take from the Life Events card7
A . Create Case
B . Create Lead & Referral
C . Open an Account
D . Request Record Approval
E . Create Opportunity

View Answer

Answer: BDE

Explanation:

From the Life Events card, a Wealth Advisor can take the following actions:

Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.

Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.

Create Opportunity: This action creates an opportunity record to track the potential revenue from

the life event.

Verified Reference: Salesforce Financial Services Cloud User Guide, page 30.: Salesforce Financial Services Cloud User Guide, page 31.: Salesforce Financial Services Cloud User Guide, page 32.