Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a...

Vendor: Salesforce
Product: Financial-Services-Cloud
Update on: Jul 31, 2025
Questions: 168

Salesforce Financial-Services-Cloud Question Answer

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?

Write a trigger to create Referrals from a 'Create Referral* button.

Use the Case process and create Cases with Case Type 'Referrar'.

Use Global Action To create Referrals.

Use