---
schema_version: "1"
id: b132592b65220935cfb46e7bd3c21212cd032a46bbe0fc837bd73e3bc4429cc9
title: Intelligent Referral Management for Agentic Advisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_agentic_advisor_referral_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_agentic_advisor_referral_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2a3aba5abd2034b6abad0640f148b8ee047e87d9b8af4c5423c2ecadc68b1a5
description: Discover how Intelligent Referral Management transforms the way wealth advisors refer clients to specialists across lines of business, replacing manual email handoffs with a guided, automated process.
products:
  - Financial Services
release: "264"
---
# Intelligent Referral Management for Agentic Advisor

Discover how Intelligent Referral Management transforms the way wealth advisors refer clients to specialists across lines of business, replacing manual email handoffs with a guided, automated process.

### 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>Professional</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

## Why Referral Management Matters in Agentic Advisor

Agentic Advisor gives wealth advisors a complete view of their clients and every interaction. As a key part of this unified workspace, Intelligent Referral Management ensures that when advisors identify opportunities beyond their expertise, handoffs happen seamlessly without leaving the platform.

Wealth management spans portfolio management, estate planning, tax advisory, and alternative investments. As advisors deepen relationships, they naturally uncover needs that require specialist support. Traditionally, these referrals relied on email threads, spreadsheets, and manual follow-up that were disconnected from the advisor's core workflow and client record. These manual handoffs result in missed opportunities, lost context, and referrals that fall through the cracks.

Intelligent Referral Management keeps everything connected. Instead of context-switching between apps, advisors can capture referrals directly from their meeting context. Every referral is captured in Salesforce and automatically routed to the right specialist.

## Key Capabilities

- Dynamic intake forms: To speed up submissions and reduce manual errors, design guided, multi-step, multi-section referral forms without writing code. You can easily tailor these intake forms for different lines of business.
- Configurable assignment rules: To ensure high-value opportunities never fall through the cracks, create custom assignment rules without complex code. Automatically connect client needs to the right specialist by routing referrals based on your specified sort order.
- Real-time auto-assignment: Assignment rules evaluate instantly on submission, routing the referral and notifying the specialist avoiding manual follow-up effort.
- In-context referral creation from meeting playbooks: To prevent app switching and capture details while the meeting context is still fresh, launch referral intake forms directly from the Post-Meeting Follow-Up tab.

Learn how to [set up and use Intelligent Referral Management](https://help.salesforce.com/s/articleView?id=ind.fsc_referral_management.htm&release=264.0.0&type=5 "Referral Management for Financial Services is a structured workflow that enables client-facing employees to capture, route, and act on referral opportunities directly within Salesforce. Use dynamic intake forms to collect referral information through a guided and structured experience. Automatically route referrals to the right specialist by using declarative assignment rules. Create referrals directly from a meeting playbook to capture client needs while the context is still fresh.").