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title: Learn About B2B Referral Management
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_learn.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_learn.htm&release=264.0.0&type=5
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content_type: documentation
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description: Learn about the key terms and roles in B2B Referral Management. Explore the B2B Referral Management data model and the referral program workflow.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Learn About B2B Referral Management

Learn about the key terms and roles in B2B Referral Management. Explore the B2B Referral Management data model and the referral program workflow.

- **[Key Roles in B2B Referral Management](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_key_roles.htm&release=264.0.0&type=5)**  
    Learn about the different user personas in a typical B2B Referral Management implementation.
- **[Key Terms in B2B Referral Management](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_key_terms.htm&release=264.0.0&type=5)**  
    Get familiar with the key terms that you come across while using B2B Referral Management.
- **[B2B Referral Management Scenarios](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_scenarios.htm&release=264.0.0&type=5)**  
    Effective referral management can occur through various channels, including customer and partner networks.
- **[B2B Referral Management Data Model](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_data_model.htm&release=264.0.0&type=5)**  
    Learn about the objects in the B2B Referral Management data model.
- **[B2B Referral Workflow](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_workflow.htm&release=264.0.0&type=5)**  
    The workflow of a referral program involves two personas, an advocate and their referred party. Before you create a referral program, learn how advocates and their referred parties interact with the referral program.
- **[Considerations for B2B Referral Management Implementation](https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_considerations.htm&release=264.0.0&type=5)**  
    When you plan your B2B Referral implementation strategy, you must account for certain key considerations.