---
schema_version: "1"
id: f56dffa22e8df37a90946e398ef7844c0a7789ebf8b39d4b34b6e71eb82fd7fb
title: Track Referrals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_manage_referrals.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_manage_referrals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c109b5ca5fdffd95ffce8bccfc6a7179b8c2af6317f029db544b5fa403cbc2d
description: Referral records help channel managers track the progress of an advocate’s referral. When an advocate’s referral progresses across the promotion stages, the Referral record is also updated to the current stage.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Track Referrals

Referral records help channel managers track the progress of an advocate’s referral. When an advocate’s referral progresses across the promotion stages, the Referral record is also updated to the current stage.

### 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%">
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        <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="d13061e90">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13061e90 ">To view transaction journals:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13061e90 ">
              <p>Manage B2B Referrals permission set</p>
              <p>AND</p>
              <p>View permission on:</p>
              <ul>
                <li>Loyalty Program</li>

                <li>Promotion</li>

                <li>Referral</li>

              </ul>
            </td>

          </tr>
        </tbody>
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You can review these key details in a Referral record:

- Referrer—The account of the advocate.
- Referred Party—The lead or account record of the referred party.
- Promotion—The promotion as part of which the advocate referred the referred party.
- Opportunity—The opportunity created from the referral.
- Current Promotion Stage—The stage that the referral is at currently. The stage changes as the referral progresses through the various promotion stages.

1. On the Promotions related list of your referral program, click the promotion whose referral you want to view.
2. Click **Referrals**.
3. Click the name of the referral that you want to view.