After channel managers activate referral promotions, you can use a flow action to process advocate enrollments.
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. |
- How Advocate Enrollment are Tracked in B2B Referral Management
Each time a referral program advocate or a partner joins a referral promotion, the enrollment is tracked by using a Transaction Journal record and a set of related records. - Enroll Advocate in B2B Referral Promotion Action
Use the Enroll Advocate in B2B Referral Promotion Enrollment action to enroll business account as an advocate if B2B referral promotions. Integrate the action with external system or site where partners can join the referral promotion.