You are here:
Editions and Permissions for Referral Management
Review the supported products, editions, and permissions for Intelligent Referral Management. Then learn how your product handles permissions and how to assign them.
User Interface
Referral Management is available in Lightning Experience.
Editions
Intelligent Referral Management is available in Enterprise and Unlimited editions with Agentforce Financial Services. However, the Referral Creation from a Meeting Playbook capability in Intelligent Referral Management is available in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
Permissions
To set up and use Referral Management, Salesforce admins and users need these permission sets. Typically, a Salesforce admin assigns these permission sets.
| Permission Set Name | Description |
|---|---|
| Referral Management Admin | Configure the end-to-end referral process, including intake configurations and assignment rules. |
| Referral Management User | Create referrals using dynamic intake configuration and track their progress from initial intake to final conversion. |
| Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales | Access Financial Services Standard Objects |
| Context Service Admin |
|
