What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

• A.Referral Approval Processes
• B.Intelligent Need-Based Referrals and Scoring
• C.Einstein Referral Scoring for Financial Services Cloud
• D.Referral Routing Rules

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Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

• A.Write a trigger to create Referrals from a 'Create Referral* button.
• B.Use the Case process and create Cases with Case Type 'Referrar'.
• C.Use Global Action To create Referrals.
• D.Use

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Which of the following objects do support Group-Level Rollups?

• A.Tasks
• B.Alerts
• C.Financial Accounts
• D.Action Plans
• E.Opportunities

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Which three processes are part of Claims Management?

• A.Auto Adjudication
• B.Reserve Management
• C.Quoting
• D.Underwriting
• E.Payment

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Which three record type options should an advisor configure for a Lead object configuration?

• A.Opportunity
• B.Retirement Planning
• C.Referral
• D.General
• E.Adjustments

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