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Use New Custom Record Types for Referrals (Managed Package)
A new custom metadata type enables you to work with new referral record types, similar to the business referrals delivered with Commercial Banking.
This is a Financial Services Cloud managed package feature.
- 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. - 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. - Show the Referrer Score Field to Experience Cloud Users (Managed Pacakge)
Provide Experience Cloud users with the permissions they needed for the Referrer Score field to display in the Referrals Made Summary.
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