---
schema_version: "1"
id: d119dbcc585309962eca5117a30cc09e908cb80f3b0f46c1fc6a3c5038db5418
title: Customize Success Screens for Referral Submissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc_referral_management_success_screen.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management_success_screen.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 83ba5f4009aae88ad6f6e66f809107d6cb250353d51281099267c3994f3085a2
description: Configure dynamic rules to show tailored referral confirmation messages based on conditions you define, communicating clearly with users, improving engagement, and building trust. If no matching rules apply, a successful referral submission displays the default confirmation message.
products:
  - Cross Cloud
release: "264"
---
# Customize Success Screens for Referral Submissions

Configure dynamic rules to show tailored referral confirmation messages based on conditions you define, communicating clearly with users, improving engagement, and building trust. If no matching rules apply, a successful referral submission displays the default confirmation message.

**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, enter Intelligent Referral Management, and select **Intelligent Referral Management**. Click **Referral Intake Configurations**, and then click **New Intake Configuration**. Specify the configuration name and description, define steps and sections, and then define rules to configure the success screen messages.

#### 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)