---
schema_version: "1"
id: b4c7620405bece17f34c312cac3c48eb4c9dedb7a608c4859a9389f2bddd5955
title: Accelerate Referral Submissions with Dynamic Intake Forms
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_referral_management_intake_config.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management_intake_config.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba80dd523f44338c79e5861d38627f23011dcf6edeee098106e638927e7208da
description: Reduce incomplete referrals and speed up referral form completion by designing guided, multi-step, declarative intake forms that match your business rules. Each intake form maps to a referral intake configuration, so you can support multiple lines of business with tailored intake forms. Customize referral intake configurations with multi-step, multi-section layouts, and conditional visibility logic. When your users create a referral, the referral intake configuration that you have set as active renders the dynamic intake form.
products:
  - Cross Cloud
release: "262"
---
# Accelerate Referral Submissions with Dynamic Intake Forms

Reduce incomplete referrals and speed up referral form completion by designing guided, multi-step, declarative intake forms that match your business rules. Each intake form maps to a referral intake configuration, so you can support multiple lines of business with tailored intake forms. Customize referral intake configurations with multi-step, multi-section layouts, and conditional visibility logic. When your users create a referral, the referral intake configuration that you have set as active renders the dynamic intake form.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited Editions with Agentforce Financial Services (formerly Financial Services Cloud).

**How:** From Setup, go to the Intelligent Referral Management page, and turn on Dynamic Referral Creation Form. To create a referral intake configuration, click **New Intake Configuration**.

#### See Also

- [_Salesforce Help:_ Create and Activate a Referral Intake Configuration](https://help.salesforce.com/s/articleView?id=ind.fsc_referral_management_create_intake_configuration.htm&language=en_US)