--- schema_version: "1" id: 821655a237615f3be850847145a2e6683f4ab5215e180b6b8255924c64d40ee3 title: Facilitate Partner Referrals with B2B Referral Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/b2b_referral_prm.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.b2b_referral_prm.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9a02b5f057090dda1a02d1270ded0683dc18493eed6f6134b86c241b2c100498 description: To amplify your growth targets, empower partners to refer new business clients. Drive business referrals with tailored rewards and accelerated program design. Automate the referral journey through guided stages and invocable actions. Optimize your sales with comprehensive visibility and tracking across referral programs and promotions. products: - Partner Cloud - Cross Cloud release: "264" --- # Facilitate Partner Referrals with B2B Referral Management To amplify your growth targets, empower partners to refer new business clients. Drive business referrals with tailored rewards and accelerated program design. Automate the referral journey through guided stages and invocable actions. Optimize your sales with comprehensive visibility and tracking across referral programs and promotions. ### Required Editions
Available in: Lightning Experience
Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses.
Enhance your Partner Ecosystem strategy with B2B Referral Management. Create a referral program and design promotions relevant to your company's requirements using a guided flow. Incentivize advocates and referred parties to participate with tailored rewards, such as payout commissions. Use custom templates to define when to reward partners and referred parties across referral stages. Use invocable actions to enroll partners as advocates for promotions, track referral activity, and automatically reward advocates and referred parties when they complete eligible activities. Track all updates of the referral program and its promotions, including which stage each referral is at, activities completed by advocates and their referred parties, and whether referral rewards have been issued for eligible activities. When you use B2B Referral Management provided with the Partner Relationship Management license, note these limitations: - Onboard 150 active advocates. - Issue up to 10,000 vouchers. An advocate needs a Business Account record to join B2B referral promotions and earn referral rewards. The count of issued vouchers is based on the number of records in the voucher object, without considering the status of each individual voucher. ## Active Advocate Count An active advocate represents a partner's active engagement with an active referral promotion. The active advocate count denotes the number of partners that the brand is actively engaging through their referral promotions. Salesforce considers an advocate as active only when: - The promotion that the advocate is a part of is active. - The Loyalty Program Member Promotion record that associates an advocate with a promotion is active. ![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/images/icon_example.png) Example Here are a few examples of how the active advocate count is calculated:
Business Scenario Active Advocate Count
A company has two active promotions, one is active and another is inactive. The active promotion has 15 active advocates. The inactive promotion has 7 active advocates. 15
A brand has two active promotions. In one promotion, there are 4 active advocates and 1 inactive advocate. The second promotion has 23 active advocates and 17 inactive advocates. 27 (4 plus 23)
A brand has one active promotion and adds 5 partners to the promotion as active advocates when the promotion is launched. After the launch, another 15 partners join as active advocates. 20 (5 plus 15)
A partner joins five promotions, out of which two promotions are now inactive. 3 (5 minus 2)
A brand has 16 advocates who are part of active promotions but 5 of these advocates don’t have active Loyalty Program Member Promotion records. 11 (16 minus 5)
A brand has 120 active advocates and is expected to add another 40 advocates in the upcoming year based on the estimates from their planned promotions.

150 (120 plus 30)

In this scenario, the brand is expected to have 10 more active advocates for the B2B Referral Management use case than provisioned by the Partner Relationship Management license, so decide which 150 advocates will be active.