Customer service representatives and loyalty program managers can generate referral codes
for members at the request of members.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
The Generate Referral Code quick action on Loyalty Program Member records allows customer
service representatives and loyalty program managers to generate referral codes for members.
If a Loyalty Program Member record doesn’t have a referral code, the action generates a
referral code and adds it to the Referral Code field. If a Loyalty Program Member record
already has a referral code, the action generates a new referral code that overwrites the
existing referral code.
