---
schema_version: "1"
id: 9b619645930f070c31205e66eda3f5fa3e0319d61224bccf71c504263d65e84a
title: Referral Activity Tracking
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_activity.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_configure_processes_activity.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 56198f1739f15a4e3c24d1987d50434e1287fed0add2cf33aad906562e3305cf
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# 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.

### 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>

- **[How Activities are Tracked in B2B Referral Management](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_config_acitvity_track.htm&release=264.0.0&type=5)**  
    A referral promotion must track activities that advocates and their referred parties complete through the promotion's stages. For activities in each stage, a set of records is created or updated.
- **[Process B2B Referral Event Action](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_config_event_action.htm&release=264.0.0&type=5)**  
    Use the Process B2B Referral Event action in Flow Builder or through Connect API to create tracking records for referral activities that advocates and their referred party complete during the last three stages of promotions. The action also automates the issuing of rewards after advocates and their referred party complete eligible activities. For each activity, a transaction journal is created and other records are created or updated. Use the additional elements in Flow Builder to decide the eligibility criteria for referral activities. You can also add follow-up actions after the Process B2B Referral action.
- **[Example Flows to Track B2B Referrals Across Sales Lifecycle](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_config_activity_example.htm&release=264.0.0&type=5)**  
    Design flows that progressively track B2B referrals provided by customers and partners as referred businesses advance through sales lifecycle stages. For example, the flow can track the progression of referrals from lead generation to opportunity closure or from opportunity generation to first order fulfillment. B2B Referral Management provides businesses the flexibility to plug their referral programs in any type of B2B sales lifecyle. In this example, two reference flows are designed to visualize how partner referrals are tracked across the referral lifecycle during the lead to opportunity sales lifecycle and how partners are paid out for successful referrals.