Salesforce admins provide access to features based on the user's role in the company. For B2B Referral Management, admins provide themselves, channel managers, and business executives the permissions they require to work with referrals. Depending on the user’s role, determine which permission sets are assigned to users.
- 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. - Assign Users the Permission Sets to Work with B2B Referral Management
Assign channel managers the permission set that they require to design and run referral programs. - 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. - Permission to Create Target Audience for Promotions
Use B2B Referral Management to target promotions towards all partners or specific partner groups. Filter accounts in the org by selecting all advocates or campaign that consists of the accounts you want to target. Provide channel managers the permission to create campaigns in the org. - Permission Sets for Advocates to Manage Referrals
Assign advocates the permission set that they require to manage their referrals on Experience Cloud sites