Which three referral metrics are tracked with custom components included in Financial Services Cloud?

Which three referral metrics are tracked with custom components included in Financial Services Cloud?
A . Web to Lead Referrals
B . Expressed interests
C . My Top Referrers
D . My Approved Referrals
E . Referrals Assigned to me

View Answer

Answer: B, C, E

Explanation:

The following referral metrics are tracked with custom components included in Financial Services Cloud:

Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understand the customer needs and interests that generate the most referrals.

My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify and appreciate your best sources of business.

Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions.

Verified Reference: Salesforce Financial Services Cloud User Guide, page 40.: Salesforce Financial Services Cloud User Guide, page 41.: Salesforce Financial Services Cloud User Guide, page 42.