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            Enable the Related Business Referrals List (Managed Package)

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable the Related Business Referrals List (Managed Package)

            Help relationship managers and lending assistant better manage their referrals by giving them the ability to identify related referrals.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, open Object Manager and click Account.
            2. Open Page Layouts and click Account (Business Referral) Layout.
            3. In the sections list, click Related Lists.
            4. Drag Related Leads to the Related Lists section.
            5. Save your changes.
             
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