Financial Services CloudIntermediatereferralspartnersdistribution
Implement referral and partnership management in FSC
Real World Scenario
Bank refers wealth management leads to affiliate advisor network requiring tracking and revenue sharing.
Expected Answer
• Referral object linking source branch target advisor outcome
• Lead conversion to Household Contact FA upon win
• Referral fee calculation rules Decision Matrix or CPQ
• Partner community Experience Cloud for referral status visibility
• SLA tracking referral response time compliance
• Reports referral conversion by branch product
• Consent data sharing bank affiliate legal agreement reflected
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Direct answer: Referral object linking source branch target advisor outcome Also consider: Lead conversion to Household Contact FA upon win In practice: Referral fee calculation rules Decision Matrix or CPQ Balance speed of delivery with maintainability.
Architect Perspective
Referral tracking is revenue attribution—architect early or lose partner trust on fee disputes.