Install Intelligent Need-Based Referrals and Scoring
Install the unmanaged extension package for Intelligent Need-Based Referrals and Scoring
(Financial Services Referral Ext) to provide access to referral dashboards and reports. The
dashboards help users strengthen their referral networks, nurture relationships, and identify and
reward top referrers.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Note The package includes two dynamic dashboards. To install the package, your org must be under
your Salesforce reports and dashboards limit. To extend your limit, contact Salesforce.
Copy http://industries.force.com/financialservicescloudextensionrb
into your browser and press Enter.
If you received a password from Salesforce, enter it.
Select Install for Specific Profiles.
Scroll to the Advisor profile, and set the Access Level to Full
Access. This step maps the cloned profile that you created as a pre-installation
task to the Advisor profile provided in the package.
Repeat for the Personal Banker, Relationship Manager, and any other relevant
profiles.
Select Install.
If the installation takes a while, you can click Done and the
installation completes in the background. Check your email for confirmation that the
installation was successful.
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