Salesforce Docs Portal

Add Advocates

Advocates of a referral program are the partners who are willing to refer your brand to another businesses. Channel managers can either add all partners as advocates or add a select set of partners to the referral program. If the number of partners to be added is small, partner managers can add the advocates one by one. Or, they can work with the admin to set up a process that adds all the advocates simultaneously.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management.
User Permissions Needed
To add an advocate:

Manage B2B Referrals permission set

AND

Edit permission on:

  • Loyalty Program
  • Loyalty Program Member

You can add business accounts in the org as your program advocates. Here are some of the key fields:

  • Member Type—Select Business Accounts because referral program members are business partners of your company.
  • Account—Select the account who you want to onboard as an advocate.
  • Membership Number—Enter a value that uniquely identifies each advocate.
  • Enrollment Date—Select the date when you onboarded the contact as an advocate.
  • Active—Select the checkbox to indicate that the contact is active and can be sent referral promotions.
  • Referral Code—Enter a unique referral code for the advocate. If you don’t provide a referral code, a code is automatically generated.

    Referral code is the code that the referred parties use to sign up with the brand. And the referral code ties a referral back to the advocate.

Add one advocate at a time:
  1. On the referral program, click Advocates.
  2. On the Advocates related list, click New.
  3. Enter the details of the advocate.
  4. Save your changes.