Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
A . Referral Conversion
B . Assigning a Referral
C . Round Robin Referral Routing
D . Accepting a Referral
E . Referral Automated Approvals
Answer: A, B, D
Explanation:
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you to convert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business. You can use this capability to route a referral to the appropriate person or team who can best meet the customer’s need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue. You can use this capability to acknowledge that you have received a referral and are ready to work on it.
Verified Reference: Salesforce Help Article 1: Salesforce Help Article 3: Salesforce Help Article 5
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