---
schema_version: "1"
id: d215bc8c0a3d8d55c2e853c201ce8c10b8bdf483431ee4370f41b3f7db1b9c26
title: Manage Activities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_manage_activities.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_manage_activities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fdaf88862e66d2bdd88ca0b4c4b67e0cd327ab2df4f1b321b1453ab75906bc0b
description: While channel managers review the performance of a referral program and its promotions, they can review the activities completed by advocates and their referred parties.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Manage Activities

While channel managers review the performance of a referral program and its promotions, they can review the activities completed by advocates and their referred parties.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28113e90">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28113e90 ">To view transaction journals:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28113e90 ">
              <p>Manage B2B Referrals permission set</p>
              <p>AND</p>
              <p>View permission on:</p>
              <ul>
                <li>Loyalty Program</li>

                <li>Transaction Journal</li>

              </ul>
            </td>

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

1. On your referral program, click **Transaction Journals**.
2. Click the journal number of the activity that you want to view.
3. On the Vouchers related list, review the voucher issued for the activity.
4. On the Details tab, review these details: <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <tbody><tr class="">
            <th style="vertical-align:top;" headers="d28113e155-option" id="d28113e159">Journal Subtype</th>

            <td style="vertical-align:top;" headers="d28113e155-desc d28113e159">Provides information about the type of activity that the transaction was created
              for.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d28113e155-option" id="d28113e168">Program Member</th>

            <td style="vertical-align:top;" headers="d28113e155-desc d28113e168">Provides information about the advocate associated with the activity. The advocate is
              associated only with transaction journals of the subtype Advocate Enrollment.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d28113e155-option" id="d28113e177">Associated Individual</th>

            <td style="vertical-align:top;" headers="d28113e155-desc d28113e177">Provides information about the referred party who completes the activity.<p>For
                transactions of the subtype Advocate Enrollment, the party is the advocate. For transactions
                of other subtypes, the party is the referred party.</p>
            </td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d28113e155-option" id="d28113e188">Referral</th>

            <td style="vertical-align:top;" headers="d28113e155-desc d28113e188">Provides details of the advocate’s referral of a business.</td>

          </tr>
          <tr class="">
            <th style="vertical-align:top;" headers="d28113e155-option" id="d28113e197">Promotion</th>

            <td style="vertical-align:top;" headers="d28113e155-desc d28113e197">Provides information about the promotion as part of which the activity was
              completed.</td>

          </tr>
        </tbody></table>
5. To view the activities of a promotion:
    1. Go back to the referral program.
    2. From the Promotions related list, click the promotion that you want to review.
    3. Click **Transaction Journals**.