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Assign Object Permissions for Referral Management

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Assign Object Permissions for Referral Management

To set up and configure Referral Management in your Salesforce org, assign the required object permissions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To assign object permissions: View Setup and Configuration
  1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Click the profile that you plan to edit.
  3. Click Edit.
  4. Go to Administrative Permissions, and select View Setup and Configuration.
  5. Under Standard Object Permissions, locate these objects and assign permissions according to the profiles.
    Profile Task Object Permissions
    Referral Admin Creates and manages referral intake configurations. Sets up referral assignment rules and defines their evaluation order. Referral, Party Profile, Account Read, Create, Edit, and Delete
    Referrer Identifies a financial need during a client interaction and submits a referral to connect the client with the right specialist. Referral, Party Profile, Account Read, Create, Edit, and Delete
    Receiver (Catcher) Receives routed referrals, reviews the client's full context, and addresses their specific financial needs. Referral, Party Profile, Account Read, Create, Edit, and Delete
 
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