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            Create and Configure Custom Record Types for Referrals (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Create and Configure Custom Record Types for Referrals (Managed Package)

            First create a custom record type on leads, based on the referral record type. Configure the record type mapping for the custom referral record type, then assign the record type to the user profiles that need them.

            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 locate Lead.
            2. Open Record Types and click New.
            3. In Existing Record Type, select Referral. Give the record type a label and add a description. In Lead Process select Lead Process and set the record type as active. Also, select the profiles to which the record type is available.
            4. Save your changes.
            5. From Setup, enter metadata in Quick Find, then select Custom Metadata Types.
            6. Click Referral Record Type Mapper and Manage Referral Record Type Mappers.
            7. Click New.
            8. Complete the following information for the record type mapper:
              1. Enter a label.
              2. Don’t change the automatically set name.
              3. Enter the API name of the Referral Record Type you added in step 3.
              4. Enter your org's namespace.
            9. Save your changes.

            The custom record type is now available to users with the assigned profiles when a lead or referral is created.

             
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