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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 2 Question 81 Discussion

[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?
A) Lead Routing and C) Lead Assignment Rules and E) Einstein Lead Scoring
B) Web to-Lead
D) Lead Approval

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 2 Question 81 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 81
Topic #: 2
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[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?

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Suggested Answer: A, C, E

by Stacey at Aug 16, 2026, 04:13 AM

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