[Financial Accounts, Rollups, and Referrals]Scott Adams calls his Personal Banker HankBurton 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 Adminspeed up and simplify Referral creation?
Answer(s): C
[Financial Accounts, Rollups, and 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?
Answer(s): A,C,E
[FSC Features and Functionality]Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?
Answer(s): D
[FSC Features and Functionality]Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
[FSC Data Model and Configuration]How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
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