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fsc-referral-management - Configure FSC referral routing and partner visibility

Configure and troubleshoot FSC referral types, Lead routing, Referrer Score behavior, and partner visibility in Experience Cloud.

Tags

Updated: 2026-10-02
fsc-referral-managementfinancial-services-cloudreferral-routinglead-assignmentreferrer-scoreexperience-cloudfsc-admin

Capabilities

Configure referral type mappingsRoute referrals by interestTrack referrer scoresEnable partner visibility

Typical Inputs

FSC org with Referral Management enabledLead record types for referral categoriesLead Assignment Rules

Typical Outputs

ReferralRecordTypeMapping__mdt entriesLead Assignment Rule entriesReferrerScore__c visibility configuration

What this skill does

  • Configure referral type mappings
  • Route referrals by interest
  • Track referrer scores
  • Enable partner visibility
  • Validate referral routing

Inputs

  • FSC org with Referral Management enabled
  • Lead record types for referral categories
  • Lead Assignment Rules
  • Experience Cloud site configuration
  • Referral types and target queues

Outputs

  • ReferralRecordTypeMapping__mdt entries
  • Lead Assignment Rule entries
  • ReferrerScore__c visibility configuration
  • End-to-end routing validation

Requirements

  • Financial Services Cloud license
  • Referral Management enabled in FSC Settings

Source

  • Spec: SKILL.md

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