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            Enable the Referrer Score in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Enable the Referrer Score in Financial Services Cloud

            A referrer score, from 0 to 100, represents the conversion rate for an individual referrer. You can use the score to identify and reward top referrers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, enter Custom Settings in the Quick Find box, and then select Custom Settings.
            2. Select Manage next to Wealth Application Config.
            3. Click New.
            4. Select Enable Referrer Score.
            5. Save your changes.
             
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            Salesforce Help | Article