Salesforce Docs Portal

Assign Permission Sets to Administer B2B Referral Management

Assign admins the permission set that they require to administer B2B Referral Management in the org and to complete the setup tasks.

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 assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

Here is the permission set that admins needs:

NAME USE BUSINESS REQUIREMENT
Manage B2B Referrals Provides users access to the B2B Referral Management app. Admins can go to the B2B Referral Management app and view records in the app.
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Open the user record of the B2B Referral Management administrator.
  3. Click Permission Set Assignments |Edit Assignments.
  4. Move the Manage B2B Referrals permission set to the Enabled Permission Sets list.
  5. Save your changes.