Salesforce Exam Financial Services Cloud Topic 3 Question 62 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 62
Topic #: 3

[All Financial Services Cloud Questions]

[Financial Accounts, Rollups, and Referrals]

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

AReferral Approval Processes

BIntelligent Need-Based Referrals and Scoring

CEinstein Referral Scoring for Financial Services Cloud

DReferral Routing Rules

Show Suggested Answer

Suggested Answer: B

by Mona at Jun 11, 2025, 10:23 PM

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Jin

4 days ago

I think the answer is B. Intelligent Need-Based Referrals and Scoring. It sounds like the most comprehensive solution to help bankers focus on the best referrals.

upvoted 0 times

Royal

20 hours ago

I agree, option B seems like the best choice for assisting bankers with referrals.

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