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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Candra

2 days ago

D. Referral Routing Rules could also be useful, but I'm leaning more towards B. Intelligent Need-Based Referrals and Scoring. Seems like a more advanced solution.

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Rickie

6 days ago

C. Einstein Referral Scoring for Financial Services Cloud looks promising. The 'Einstein' branding always catches my eye!

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Jin

10 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.

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Delpha

2 days ago

I think option C, Einstein Referral Scoring for Financial Services Cloud, could also be a valuable tool for bankers.

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Royal

7 days ago

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

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