B2B Referral Workflow

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.

Channel managers in your company can decide when advocates and their referred parties are rewarded. You reward the advocate or the referred party only one time each during the referral journey. For example, you can either reward an advocate when they refer a business or reward them when the referred party signs up using the advocate's referral link. You can't reward advocates and their referred parties again. You can only reward a referred party when they have an account record.

Who Does the Action	What’s the Action	When Is a Reward Offered
Advocate	Joins a referral promotion	A reward isn't offered to the advocate for joining the referral promotion.
Advocate	Sends their referral link to another business.	The advocate can be rewarded for referring a business.
Referred Party	Signs up by using the advocate’s referral link.	The advocate can be rewarded when the lead qualifies and converts into an opportunity. The referred party can be rewarded with a welcome voucher or extended reward after the lead converts and an Opportunity and Account record is created.
Referred Party	Closes a deal and becomes a customer	The advocate can be rewarded for helping the brand gain an engaged customer. The referred party can be rewarded with an extended reward or voucher or for engaging with the brand once the opportunity is closed or won.