Use the B2B Referral Lead Flow and B2B Referral Opportunity Flow to create referral entities automatically. The flows manage the referral lifecycle, from lead creation and qualification to opportunity closure and reward issuance. When a partner submits a lead, the Lead flow creates referral records and manages status updates as the lead moves from new to qualified. When an opportunity is won, the Opportunity flow updates the referral records and issues the appropriate rewards.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions