Configure Processes

After channel managers create the referral program and add its promotions, the admin or the developer can configure the everyday processes. The processes include advocate enrollment and activity tracking.

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.
  • Advocate Enrollment
    After channel managers activate referral promotions, you can use a flow action to process advocate enrollments.
  • Referral Activity Tracking
    The activities of advocates and their referred parties are tracked in a referral program. Rewards are automatically provided to advocates and their referred party when reward-eligible activities are completed. You can use a flow action to create records that track the activities of advocates and their referred parties.