Track Issued Extended Rewards

Extended rewards issued to advocates are associated with the advocate's account and extended rewards issued to referred parties are associated with the referred party's account. channel managers can keep a track of the extended rewards issued to a person by viewing their account.

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.
User Permissions Needed
To track issued vouchers:

View permission on:

  • Account
  • Extended Reward

Before you try to view a person’s issued extended reward, ensure that the admin adds the Extended Reward related list on the Account page layout that you’re viewing.

  1. From the App Launcher, find and select Accounts.
  2. From the list view, open the record of the business whose extended rewards you want to view.
  3. Click Related.
  4. From the Extended Rewards related list, open the extended reward that you want to view.
  5. Review the details of the extended reward such as value, status, and expiration date.