---
schema_version: "1"
id: f2b93cdea4f2c6edfdfb31de77c54c9af347c23d1e57f2ea225555503f50ef05
title: Key Roles in B2B Referral Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_key_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_key_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 565da61ae2c56e76c72cd9ccb255df8bc5d2ab081016ec468c5717f32d27a6a5
description: Learn about the different user personas in a typical B2B Referral Management implementation.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Key Roles in B2B Referral Management

Learn about the different user personas in a typical B2B Referral Management implementation.

### 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>

## Roles and Responsibilities in B2B Referral Management

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25747e93">Role</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d25747e96">Responsibilities</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e93 ">Referral Partner Admin</td>

            <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e96 ">
              <p>Performs one-time setup tasks in the B2B Referral Management org.</p>
              <p style="margin-bottom:0;">Provides channel managers access to the B2B Referral Management app and
                objects.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e93 ">Channel Managers</td>

            <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e96 ">
              <p>Launches and manages the referral program and its promotions.</p>
              <p style="margin-bottom:0;">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.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Role" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e93 ">Business Executives</td>

            <td data-label="Responsibilities" class="slds-cell-wrap" style="vertical-align:top;" headers="d25747e96 ">
              <p>Provides channel managers the budget and approval to launch referral
                promotions for the company.</p>
              <p style="margin-bottom:0;">Business executives usually review the
                performance of referral programs and their impact on the company.</p>
            </td>

          </tr>
        </tbody>
      </table>