FINANCIAL-SERVICES-CLOUD practice question 19 of 25
[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…
Choose your answer, then check it against the explanation.
[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?
Question 19 of 25
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