If your org uses B2B referrals, add referral code capture to the Partner Deal Registration flow.
Required Editions
| Available in: Lightning Experience |
| Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go, with B2B referrals enabled. |
| User Permissions Needed | |
|---|---|
| Edit and activate Partner Deal Registration flow | Manage Flow |
| Channel managers | Manage B2B referrals |
| Partners | Access B2B referrals |
Confirm that you enabled B2B referrals and that partner users have the loyalty and referral permissions they need.
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In Setup, open the active deal registration flow used for partner submissions.
You can also open your custom Save As version.
- Open the Create Lead Record element. Map the referral code field.
- Save and activate the updated flow.
- If you didn’t enable B2B referrals, remove the referral code input from the partner-facing flow screen to avoid confusion.