Exam Financial-Services-Cloud Topic 1 Question 104 Discussion

Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 104
Topic #: 1
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

Suggested Answer: D Vote an answer

The Referral Score is updated when an opportunity associated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunities divided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user's Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 4

by Kennedy at Jan 29, 2024, 06:22 PM

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