---
schema_version: "1"
id: f97d600af249a57db6d068b1c73fb53522d6917ac0224cead3e0346b43d86438
title: Configure Processes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_configure_processes.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_configure_processes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0212e3feceac46fb41b50520bec38eef8e1a3bcde463c3e83543bac74f6d7805
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

- **[Advocate Enrollment](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_configure_processes_advocate.htm&release=264.0.0&type=5)**  
    After channel managers activate referral promotions, you can use a flow action to process advocate enrollments.
- **[Referral Activity Tracking](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_configure_processes_activity.htm&release=264.0.0&type=5)**  
    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.