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            Add the Referral Component to Lightning Pages (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Add the Referral Component to Lightning Pages (Managed Package)

            You can add the referral component to Lightning pages to enable users to create specific referral record types. You can add multiple versions of the component to enable various referral record types to be created from a page.

            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, enter Lightning App Builder in the Quick Find box, and then select Lightning App Builder.
            2. Click Clone next to the Lightning Page you want to add the referral component to.
            3. In the Search components box, enter Referrals Create Form.
            4. Locate the Referrals Create Form component and drag it to an appropriate position on the page.
            5. In Referral Record Type, select a referral record type.
            6. As needed, repeat steps 3 through 5 to add a component for another referral record type.
            7. Save your changes.
            8. For the profiles that use the cloned page, activate the cloned page.
             
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