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Create and Activate a Referral Intake Configuration

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Create and Activate a Referral Intake Configuration

Create and activate a referral intake configuration to design a guided, multi-step, multi-section intake form that controls how referral information is collected from users. Define the steps, sections, fields, and conditional logic that shape the form experience, so that when a user creates a referral, the intake form is dynamically rendered based on your configuration.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To create and activate a referral intake configuration:

Referral Management Admin

AND

Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales
  1. From Setup, in the Quick Find box, find and select Intelligent Referral Management.
  2. Click Referral Intake Configurations.
  3. Click New Intake Configuration.
  4. Enter a configuration name and description.

    The welcome screen is the first thing users see when they open the referral intake form, before any steps or fields are presented. Use it to set the context for the referral submission experience. For example, you can display terms and conditions, provide brief instructions, or present required compliance and privacy notices. Adding a welcome screen is especially recommended for organizations in highly regulated industries where explicit user acknowledgment is required before data collection begins.

  5. Add steps to organize the form into sequential screens.
  6. To group related fields logically, add sections within each step.
  7. Add fields to each section to capture the referral information you need.
  8. Optionally, configure conditional logic on sections to progressively disclose them based on user inputs at runtime.
  9. Activate the configuration.
 
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