--- schema_version: "1" id: 9c828b7a921ad34e8311a94ef0dd8c7a49d219fb237a6b30004eeb8c72fc7e0a title: B2B Referral Management Data Model collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_data_model.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_data_model.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 147a312d49947fd644da593a8a2d44607de1cb00f2e0a60ea02b59added1c407 description: Learn about the objects in the B2B Referral Management data model. products: - Marketing - Marketing Cloud Account Engagement release: "264" --- # B2B Referral Management Data Model Learn about the objects in the B2B Referral Management data model. ### 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.

## Objects toDesign a Referral Program Use these objects to create a referral program and its promotions. ![Referral program data model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/referral_marketing/images/b2b_referral_program_data_model.png) Loyalty Program Stores information about referral programs. Voucher Definition Stores information about voucher templates that are used to issue vouchers to advocates or to their referred party. Each voucher definition is associated with a referral program. Promotion Template Stores information about the reusable referral promotion templates that are used to create promotions. Promotion Stage Template Stores information about the stages of a promotion template that are used to define when advocates and their referred parties are rewarded and the activities that rewards are offered for. Promotion Stores the configuration and detailed information of referral promotions. Each promotion is associated with a referral program. Promotion Stage Stores information about the stages of referral promotions. Extended Reward Definition Stores information about the extended reward templates that are used to issue extended rewards to advocates or to their referred party. Each extended reward definition is associated with a referral program. Promotion Template Extended Reward Definition Stores information about the promotion template associated with an extended reward definition. Campaign Stores the details of a campaign that consists of accounts, which map to campaign members who are the target audience of a referral promotion. Loyalty Program Engagement Attribute Stores the details of a referral promotion’s reward limit or daily referral limit for advocates. ## Objects to Run a Referral Program Use these objects to run a referral program and its promotions. ![Referral program processing data model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/referral_marketing/images/b2b_referral_run_data_model.png) Account Stores information about an advocate or referred party. Lead Stores information about a potential customer referred by an advocate through a referral promotion. Opportunity Stores information about a qualified potential sale that is actively being pursued. An Opportunity record is created when a lead, referred by an advocate through a referral promotion, successfully qualifies and converts into a sales opportunity. Loyalty Program Member Stores information about an advocate. Loyalty Program Member Promotion Stores information about the referral promotions that advocates have joined. Referral Stores information about each advocate referral. Each referral contains the details of the advocate who referred a party and of the referred party. Transaction Journal Stores information about the activities of advocates and of their referred party. Journal Type Stores information about the type of referral activities that you create transaction journals for. B2B Referral Management provides a journal type that you can use to track all referral activities. You can’t extend or customize the Journal Type object or the Referral journal type. Journal Subtype Stores information about the subtype of referral activities that you create transaction journals for. Product Stores information about the product that a referred party purchased. Product Category Stores information about the product category that a referred party purchased a product from. Loyalty Program Member Attribute Value Stores information to track an advocate’s progress towards reaching their referral promotion’s reward limit or daily referral limit. ## Objects to Reward Advocates and Referred Parties ![Referral program rewarding data model](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/referral_marketing/images/b2b_referral_reward_data_model.png) Voucher Stores information about the vouchers that are issued as referral rewards to advocates and to their referred party. Extended Reward Stores information about the extended rewards that are issued to advocates and to their referred party.