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            Enable Referrals Rollups for Intelligent Need-Based Referrals and Scoring

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            3. Financial Services Cloud Admin Guide

            Enable Referrals Rollups for Intelligent Need-Based Referrals and Scoring

            If there isn’t an option to add referrals to rollups, enable referral rollups so users can see all the referrals for members of a group.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Follow these steps to add the picklist value to enable referral rollups.

            1. From Setup, click Object Manager, and then select Account Contact Relationship.
            2. Select Fields & Relationships, and then click Roll-Ups.
            3. In the Values section, click New.
            4. Enter Referrals in the Roll-Ups field.
            5. Save your changes.
             
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