---
schema_version: "1"
id: 5496917aab591da47c4e930bc5f1068749bb3a9ccf58790ffc915d6337ef50a5
title: Object Permissions for B2B Referral Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_setup_object_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_setup_object_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4f6311033fbb8b1eca79ba952c74562cd9ea14dd8993a6ea4e3d82cd89dd4c8
description: B2B Referral Management comes with a set of objects to view and manage referral programs. Admins must provide role-specific object access to users in the org. For example, channel managers need permission to view, create, and edit referral programs and their related records whereas admins need access to delete records as well.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Object Permissions for B2B Referral Management

B2B Referral Management comes with a set of objects to view and manage referral programs. Admins must provide role-specific object access to users in the org. For example, channel managers need permission to view, create, and edit referral programs and their related records whereas admins need access to delete records as well.

### 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>

Admins can provide users access to B2B Referral Management objects by using either a:

- Custom permission set
- Custom profile

## Role-Specific Object Access

Here are the objects that you must provide users access to:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17800e107">OBJECT</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17800e110">ADMIN</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17800e113">CHANNEL MANAGER</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Account</td>

            <td data-label="ADMIN" class="slds-cell-wrap" rowspan="21" style="vertical-align:top;" headers="d17800e110 ">
              <ul>
                <li>Read</li>

                <li>Create</li>

                <li>Edit</li>

                <li>Delete</li>

                <li>View All Records</li>

                <li>Modify All Records</li>

              </ul>
            </td>

            <td data-label="CHANNEL MANAGER" class="slds-cell-wrap" rowspan="21" style="vertical-align:top;" headers="d17800e113 ">
              <ul>
                <li>Read</li>

                <li>Create</li>

                <li>Edit</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Extended Reward</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Extended Reward Definition</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Journal SubType</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Journal Type</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Lead</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program Engagement Attribute</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program Member</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program Member Attribute Value</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program Member Promotion</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Loyalty Program Process</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Opportunity</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Promotion</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Promotion Stage</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Promotion Stage Template</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Promotion Template</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Promotion Template Extended Reward Definition</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Referral</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Vouchers</td>

          </tr>
          <tr class="">
            <td data-label="OBJECT" class="slds-cell-wrap" style="vertical-align:top;" headers="d17800e107 ">Voucher Definitions</td>

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

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/images/icon_tip.png)

Tip The standard System Administrator profile comes with read, create, edit, delete, view all records, and modify all records access for all B2B Referral Management objects. If you assign the System Administrator profile to admins, you don’t need to provide them with access to the B2B Referral Management objects. If you assign a custom profile to admins, ensure that admins have the required object access.