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Inbound Referrals

Use Inbound Referrals to track clients who have been referred to your organization.

Clients come to your organization seeking your services in a variety of ways. Some are referred by other service providers, some may call your call center, others might complete a form online. If your organization wants to track clients that have been referred, use Inbound Referrals. Inbound Referrals are a record type on the Case object. 

Note
Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in Nonprofit Cloud. If you're not sure which version your organization uses, check with your Salesforce admin.

To see a list of all Inbound Referrals:

  1. Click the Cases tab.

  2. From the dropdown, select Case Management: Inbound Referrals.

  • Create and Edit Inbound Referrals
    Inbound Referrals are potential clients who are referred to your organization. Inbound Referrals capture critical details, like contact information, who referred the client, and why they were referred.

Create and Edit Inbound Referrals

Inbound Referrals are potential clients who are referred to your organization. Inbound Referrals capture critical details, like contact information, who referred the client, and why they were referred.

To create an Inbound Referral:

  1. Click the Cases tab.

  2. Click New.

  3. Select Inbound Referral, then click Next.

  4. Optionally:

    • Add a subject that describes the nature of the referral.

    • Search for or create a Contact.

    • Enter any relevant information about the referral, for example, the Case Origin, or the Referral Organization.

    • Search for or create an associated Intake. If an Intake is created from this referral later, Intake will be populated automatically.

  5. Select a Status. Note that you can't close the Inbound Referral from the Status dropdown.

  6. Click Save.

From an Inbound Referral, you can:

  • Click Edit to edit the details of the Inbound Referral.

  • Click Create Intake to create an Intake to collect information and materials that you need to decide how to best help the client, either by providing them services or referring them to another provider.

  • Click Closed in the path at the top of the Inbound Referral to close it.