Learn about the different user personas in a typical B2B Referral Management implementation.
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. |
Roles and Responsibilities in B2B Referral Management
| Role | Responsibilities |
|---|---|
| Referral Partner Admin |
Performs one-time setup tasks in the B2B Referral Management org. Provides channel managers access to the B2B Referral Management app and objects. |
| Channel Managers |
Launches and manages the referral program and its promotions. Channel managers have complete visibility of the referral program's performance and handle its day-to-day operations. This enables them to track advocate engagement, referral conversions, and how the program impacts company revenue using their own analytics dashboard. |
| Business Executives |
Provides channel managers the budget and approval to launch referral promotions for the company. Business executives usually review the performance of referral programs and their impact on the company. |