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Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 79 Discussion

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

Salesforce Financial Services Cloud Accredited Professional (AP-208) Exam - Topic 3 Question 79 Discussion

Actual exam question for Salesforce's Financial Services Cloud Accredited Professional (AP-208) exam
Question #: 79
Topic #: 3
[All Financial Services Cloud Accredited Professional (AP-208) Questions]

[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?

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Suggested Answer: C

by Nieves at Jun 28, 2026, 11:19 AM

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Niesha
5 days ago
A trigger sounds like a solid plan for automation.
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Lindsey
10 days ago
I feel like Global Actions might be the easiest way to go, but I need to double-check how they integrate with Referrals.
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Malcom
15 days ago
I think using Cases could work, but I'm not sure if it's the best fit for creating Referrals.
upvoted 0 times
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Jolene
20 days ago
I'm not entirely sure about the trigger option. It sounds complicated, and I think we practiced something similar but with different objects.
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Sheridan
25 days ago
I remember we discussed using Global Actions in class; they seem to streamline processes well.
upvoted 0 times
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