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

View Answer

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