Has anyone set up Intelligent Referrals by using the FSC Admin Guide? It seems like there are steps missing between 3 and 4, e.g. Location (User or Profile) is required. See screenshot.

Also checkboxes like Business Referrals that I could not find in the documentation.

From Setup, enter Custom Settings in the Quick Find box, and then select Custom Settings.

1. Select Manage next to Wealth Application Config.
2. Click New.
3. Select Enable Referrer Score.
4. Save your changes.

https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_config_referrals_enable_scoring.htm

These steps are also referred to as a prerequisite to complete the Trailhead on Intelligent Referrals for FSC, but instructions are also missing in the tutorial: https://trailhead.salesforce.com/en/content/learn/modules/intelligent-referrals-and-scoring-with-financial-services-cloud/learn-about-referrals

#Documentation Team #Referral Management #Salesforce Admin #Trailhead