When is the Referral Score updated?

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud.

When is the Referral Score updated?
A . The Referral Score updated when a referral is convened to an Opportunity or closed.
B . The Referral Score updated when a lead is created using the referral record type.
C . The Referral Score updated when a referral is assigned from the queue to a user.
D . The Referral Score updated when an opportunity associated with the Referral is Closed Won

View Answer

Answer: D

Explanation:

The Referral Score is updated when an opportunity associated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunities divided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user’s Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost.

Verified Reference: Salesforce Help Article 2: Salesforce Help Article 4