Reduce intake errors by automatically populating referrer details on intake forms. When you turn on Auto-Populate Referrer Details, intake forms automatically populate the referrer’s name, email address, and phone number from the submitter’s user record. By default, Auto-Populate Referrer Details is turned off, so referrer fields remain blank until users enter the details manually.
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 turn on Auto-Populate Referrer Details.