---
schema_version: "1"
id: 54cd67347d764778bbf4936321a2deac978f1fd50ea2a0278078af97d9b50512
title: Program and Case Management | Create Referral
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_prog_case_mgmt_create_referral.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_create_referral.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 929bfa5e263aa245aba4153ae44e317d6b2f28a581e47180139b19b5760f2c71
description: Generate a referral record that includes all of the required fields.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Program and Case Management | Create Referral

Generate a referral record that includes all of the required fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Nonprofit add-on or included in Agentforce 1 Nonprofit Edition. Requires each user to have the Agentforce for Nonprofit add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d212244e70">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">To execute actions in Employee Agent agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;language=en_US" target="_blank">SEE THIS PAGE FOR DETAILS</a></td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">To run flows:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">Run Flows</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">To turn on Nonprofit Cloud AI Settings:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">Customize Applications</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">To use the Program Management assistive AI features:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">Programs Assistive AI</td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">To use the Create Referral action:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d212244e70 ">Case Referral permission set</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">CreateReferral</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Flow</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference
              Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Create Referral</p>
              <p style="margin-bottom:0;">(createReferral)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

          </tr>
        </tbody>
      </table>

## Guidelines and Considerations

- You can update a referral immediately after creation. Otherwise, use the Referral name (auto number) to find the referral that you want to update.
- Include key words in your requests to the agent, such as refer or referral, to help the agent find the right topic.
- Clear your agent conversation history between participants to avoid confusion.
- If a field's API name differs from its label, add it to the list of fields in the instructions.
- The flow behind this action is an overridable flow. Copy and customize the flow to better fit your organization’s needs.