Meeting playbooks now surface referral opportunities, so your users can act on them before they're lost to informal tracking methods, such as emails or spreadsheets. The in-context workflow analyzes the meeting follow-up summary and suggests creating a referral. This speeds up referral creation and handoff to specialists.
Where: This change applies to Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.
Why: Wealth advisors identify cross-sell opportunities during client meetings, but relying on manual data entry or external spreadsheets creates delays. By surfacing referral suggestions directly in the meeting playbook, wealth advisors can submit a referral in seconds without disrupting their existing workflow.
How: From the App Launcher, find and select Meeting Playbooks. Click the relevant meeting playbook. Go to the Post-Meeting Follow-Up tab, and click Create Referral.