Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

• A.Lead Routing
• B.Lead Assignment Rules
• C.Web to-Lead
• D.Einstein Lead Scoring
• E.Lead Approval

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Which information can you find under the Relationships Tab? - (Check the 3 that apply)

• A.Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
• B.Related accounts - accounts not directly included in the primary household.
• C.Related contacts that play a role in the financial world of the client (i.e a family lawyer)
• D.Primary household Information, including the members of the household and how the household is related to other groups.

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The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

• A.Up to 5 Related Lists for an Account Record
• B.Any Related List for the selected object record
• C.Account-Account Relationships
• D.Account-Contact Relationships
• E.Up to 5 Related Lists for a non-Account Record

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Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

• A.Setup > Custom Code > Static Resources
• B.Setup > User Interface > icons > Life Events and Business Milestones
• C.Setup > Financial Services > Icons > Life Events and Business Milestones
• D.Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties

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Which of these statements is not correct about the visibility of Action Plan Tasks?

• A.Once the Action Plan is assigned, you can see the related Tasks on the Timeline
• B.Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.
• C.Users will be able to see the Action Plan tasks on the related list of the Account page layout.
• D.The user can see tasks on the homepage if the Task Card is applied to the homepage.

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