What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

• A.The managed extension package for intelligent Need-Based Referrals and Scoring
• B.Einstein Analytics for Financial Services
• C.The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
• D.Salesforce CRM Dashboards

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Personal Banker Hank Burton is questioning hisReferral 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 referralrecord 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

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Relationship Management enables you to (Check the 3 that apply)

• A.Define the Role of the Member of the group
• B.Display Financial Holding Data
• C.Define who are the members of a Relationship Group.
• D.Define Primary Group for a Member

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Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

• A.Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
• B.Add Scon as a Related Contact to the Adams Household.
• C.Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
• D.Disable the Primary Group setting fof Scon on the Adams Household

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What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

• A.Referral Scoring
• B.Referrals Rollups
• C.Group Member Referrals
• D.Referral Group Process Builder

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