Route each referral to the right specialist based on a client's specific financial need. Set up assignment rules declaratively — no custom code required. The assignment engine evaluates rules in the sort order you define and assigns the referral to the first matching specialist, preventing routing conflicts.
Where: This change applies to Lightning Experience in Enterprise and Unlimited Editions with Agentforce Financial Services (formerly Financial Services Cloud).
How: From Setup, in the Quick Find box, search and select Intelligent Referral Management. Click Referral Assignment Rules, and then click New Assignment Rule.