Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Lake Tahoe Bank’s System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object.

Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
A . Lead Routing
B . Web to-Lead
C . Lead Assignment Rules
D . Lead Approval
E . Einstein Lead Scoring

View Answer

Answer: A, C, E

Explanation:

The System Admin can use the following Lead features for Intelligent Need-Based Referrals:

Lead Routing, which is a feature that allows users to distribute leads to the right users or queues

based on criteria such as lead source, industry, or product interest.

Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.

Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.