--- schema_version: "1" id: 72dde4ed648dbbc1b638b67733263b8022e110046a96459ea4b56519d6d0fba0 title: Referral DMO collection: developer version: current locale: en-us portal_url: https://docs.salesforce.com/developer/current/en-us/data-cloud/data-cloud-dmo-mapping/guides/std_dmos/c360dm-si-referraldmo-dmo.md canonical_url: https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-referraldmo-dmo.html source_site: developer.salesforce.com content_type: documentation content_hash: 6f8f5a6fc4b6ac807e9d9a3a0fc3f2fa54d68c2be03ec6eaac98befc3290af57 products: - Data 360 DMO and Mapping Guide - Data 360 Developer Documentation --- # Referral DMO ## Object Properties **Object API Name:** `ssot__Referral__dlm` **Category:** Unassigned **Availability:** Available in 254 and later versions **Primary Key Field:** Id ## Relationships - **CurrentPromotionStageId** has a FOREIGNKEY relationship with the [Promotion Stage DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-promotionstagedmo-dmo.md) `Id` field. - **ProductId** has a FOREIGNKEY relationship with the [Product DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-productdmo-dmo.md) `Id` field. - **ProductCategoryId** has a FOREIGNKEY relationship with the [Product Category DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-productcategorydmo-dmo.md) `Id` field. - **ReferredPartyId** has a FOREIGNKEY relationship with the [Account Contact DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountcontactdmo-dmo.md) `Id` field. - **PromotionId** has a FOREIGNKEY relationship with the [Promotion DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-promotiondmo-dmo.md) `Id` field. - **ReferredPartyId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **ProviderId** has a FOREIGNKEY relationship with the [Account Contact DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountcontactdmo-dmo.md) `Id` field. - **ProgramId** has a FOREIGNKEY relationship with the [Program DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-programdmo-dmo.md) `Id` field. - **OutboundSourceId** has a FOREIGNKEY relationship with the [Case DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-casedmo-dmo.md) `Id` field. - **OutboundSourceId** has a FOREIGNKEY relationship with the [Benefit Assignment DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-benefitassignmentdmo-dmo.md) `Id` field. - **ClientId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **CaseId** has a FOREIGNKEY relationship with the [Case DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-casedmo-dmo.md) `Id` field. - **ReferrerId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **ReferrerId** has a FOREIGNKEY relationship with the [Account Contact DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountcontactdmo-dmo.md) `Id` field. - **ProviderId** has a FOREIGNKEY relationship with the [Account DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-accountdmo-dmo.md) `Id` field. - **OutboundSourceId** has a FOREIGNKEY relationship with the [Referral DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-referraldmo-dmo.md) `Id` field. - **ProviderFacilityReferenceId** has a FOREIGNKEY relationship with the [Healthcare Provider Facility Specialty DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-healthcareproviderfacilityspecialtydmo-dmo.md) `Id` field. - **ProviderFacilityReferenceId** has a FOREIGNKEY relationship with the [Healthcare Practitioner Facility DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-healthcarepractitionerfacilitydmo-dmo.md) `Id` field. - **OpportunityId** has a FOREIGNKEY relationship with the [Opportunity DMO](https://developer.salesforce.com/docs/data/data-cloud-dmo-mapping/guide/c360dm-si-opportunitydmo-dmo.md) `Id` field. ## Fields - [AuthorizationStatus](#authorizationstatus) - [CaseId](#caseid) - [cdp_sys_record_currency](#cdp_sys_record_currency) - [ClientBusinessName](#clientbusinessname) - [ClientEmailAddress](#clientemailaddress) - [ClientId](#clientid) - [ClientName](#clientname) - [ClientPhoneNumber](#clientphonenumber) - [Comments](#comments) - [CreatedDate](#createddate) - [CurrentPromotionStageId](#currentpromotionstageid) - [DataSourceId](#datasourceid) - [DataSourceObjectId](#datasourceobjectid) - [Description](#description) - [EstimatedReferralValueCrcy](#estimatedreferralvaluecrcy) - [Id](#id) - [InternalOrganizationId](#internalorganizationid) - [IsBusinessReferral](#isbusinessreferral) - [IsSelfReferred](#isselfreferred) - [KQ_CaseId](#kq_caseid) - [KQ_ClientId](#kq_clientid) - [KQ_CurrentPromotionStageId](#kq_currentpromotionstageid) - [KQ_Id](#kq_id) - [KQ_OpportunityId](#kq_opportunityid) - [KQ_OutboundSourceId](#kq_outboundsourceid) - [KQ_ProductCategoryId](#kq_productcategoryid) - [KQ_ProductId](#kq_productid) - [KQ_ProgramId](#kq_programid) - [KQ_PromotionId](#kq_promotionid) - [KQ_ProviderFacilityReferenceId](#kq_providerfacilityreferenceid) - [KQ_ProviderId](#kq_providerid) - [KQ_ReferredPartyId](#kq_referredpartyid) - [KQ_ReferrerId](#kq_referrerid) - [Name](#name) - [OpportunityId](#opportunityid) - [OutboundSourceId](#outboundsourceid) - [ProductCategoryId](#productcategoryid) - [ProductId](#productid) - [ProgramId](#programid) - [PromotionId](#promotionid) - [ProviderEmailAddress](#provideremailaddress) - [ProviderFacilityReferenceId](#providerfacilityreferenceid) - [ProviderFacilityReferenceObject](#providerfacilityreferenceobject) - [ProviderId](#providerid) - [ProviderName](#providername) - [ProviderOrgName](#providerorgname) - [ProviderPhoneNumber](#providerphonenumber) - [ReferralCategory](#referralcategory) - [ReferralDate](#referraldate) - [ReferralPriority](#referralpriority) - [ReferralResultCategory](#referralresultcategory) - [ReferralScoreNbr](#referralscorenbr) - [ReferralSource](#referralsource) - [ReferralStatus](#referralstatus) - [ReferralType](#referraltype) - [ReferredPartyId](#referredpartyid) - [ReferrerEmailAddress](#referreremailaddress) - [ReferrerId](#referrerid) - [ReferrerName](#referrername) - [ReferrerOrgName](#referrerorgname) - [ReferrerPhoneNumber](#referrerphonenumber) - [Result](#result) - [SourceOrgIdentifier](#sourceorgidentifier) - [SourceReferralIdentifier](#sourcereferralidentifier) - [Title](#title) - [UsageType](#usagetype) ### AuthorizationStatus - **Field API Name:** `ssot__AuthorizationStatus__c` - **Data Type:** TEXT - **Description:** Specifies whether the referral is authorized or not. ### CaseId - **Field API Name:** `ssot__CaseId__c` - **Data Type:** TEXT - **Description:** The case associated with the referral. ### cdp_sys_record_currency - **Field API Name:** `ssot__cdp_sys_record_currency__c` - **Data Type:** TEXT - **Description:** System-generated metadata field that stores a 3-letter ISO currency code. ### ClientBusinessName - **Field API Name:** `ssot__ClientBusinessName__c` - **Data Type:** TEXT - **Description:** The name of the referred business. ### ClientEmailAddress - **Field API Name:** `ssot__ClientEmailAddress__c` - **Data Type:** TEXT - **Description:** The email address of the referred client. ### ClientId - **Field API Name:** `ssot__ClientId__c` - **Data Type:** TEXT - **Description:** The account associated with the referred client. ### ClientName - **Field API Name:** `ssot__ClientName__c` - **Data Type:** TEXT - **Description:** Name of the referred client. ### ClientPhoneNumber - **Field API Name:** `ssot__ClientPhoneNumber__c` - **Data Type:** TEXT - **Description:** The phone number of the referred client. ### Comments - **Field API Name:** `ssot__Comments__c` - **Data Type:** TEXT - **Description:** Alphanumeric string representing the comments. ### CreatedDate - **Field API Name:** `ssot__CreatedDate__c` - **Data Type:** DATETIME - **Description:** The date and time when this record was created. ### CurrentPromotionStageId - **Field API Name:** `ssot__CurrentPromotionStageId__c` - **Data Type:** TEXT - **Description:** The promotion stage that the referral is currently associated with. ### DataSourceId - **Field API Name:** `ssot__DataSourceId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### DataSourceObjectId - **Field API Name:** `ssot__DataSourceObjectId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### Description - **Field API Name:** `ssot__Description__c` - **Data Type:** TEXT - **Description:** The description of the referral. ### EstimatedReferralValueCrcy - **Field API Name:** `ssot__EstimatedReferralValueCrcy__c` - **Data Type:** CURRENCY - **Description:** The estimated business value of the referred product, such as target asset under management (AUM), anticipated loan amount, or policy premium. ### Id - **Field API Name:** `ssot__Id__c` - **Data Type:** TEXT - **Description:** Required. A unique, system-generated identifier for this Referral record. Maximum size is 15 characters. ### InternalOrganizationId - **Field API Name:** `ssot__InternalOrganizationId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### IsBusinessReferral - **Field API Name:** `ssot__IsBusinessReferral__c` - **Data Type:** BOOLEAN - **Description:** Indicates whether the referral represents a business entity or not. ### IsSelfReferred - **Field API Name:** `ssot__IsSelfReferred__c` - **Data Type:** TEXT - **Description:** Whether the referral is made by the client. ### KQ_CaseId - **Field API Name:** `KQ_CaseId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for CaseId ### KQ_ClientId - **Field API Name:** `KQ_ClientId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ClientId ### KQ_CurrentPromotionStageId - **Field API Name:** `KQ_CurrentPromotionStageId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for CurrentPromotionStageId ### KQ_Id - **Field API Name:** `KQ_Id__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for Id ### KQ_OpportunityId - **Field API Name:** `KQ_OpportunityId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for OpportunityId ### KQ_OutboundSourceId - **Field API Name:** `KQ_OutboundSourceId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for OutboundSourceId ### KQ_ProductCategoryId - **Field API Name:** `KQ_ProductCategoryId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ProductCategoryId ### KQ_ProductId - **Field API Name:** `KQ_ProductId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ProductId ### KQ_ProgramId - **Field API Name:** `KQ_ProgramId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ProgramId ### KQ_PromotionId - **Field API Name:** `KQ_PromotionId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for PromotionId ### KQ_ProviderFacilityReferenceId - **Field API Name:** `KQ_ProviderFacilityReferenceId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ProviderFacilityReferenceId ### KQ_ProviderId - **Field API Name:** `KQ_ProviderId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ProviderId ### KQ_ReferredPartyId - **Field API Name:** `KQ_ReferredPartyId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ReferredPartyId ### KQ_ReferrerId - **Field API Name:** `KQ_ReferrerId__c` - **Data Type:** TEXT - **Description:** Key Qualifier system field for ReferrerId ### Name - **Field API Name:** `ssot__Name__c` - **Data Type:** TEXT - **Description:** Name of the referral. ### OpportunityId - **Field API Name:** `ssot__OpportunityId__c` - **Data Type:** TEXT - **Description:** The opportunity associated with the inbound referral. ### OutboundSourceId - **Field API Name:** `ssot__OutboundSourceId__c` - **Data Type:** TEXT - **Description:** The source of the outbound referral. ### ProductCategoryId - **Field API Name:** `ssot__ProductCategoryId__c` - **Data Type:** TEXT - **Description:** The product category associated with the referral. ### ProductId - **Field API Name:** `ssot__ProductId__c` - **Data Type:** TEXT - **Description:** The product associated with the referral. ### ProgramId - **Field API Name:** `ssot__ProgramId__c` - **Data Type:** TEXT - **Description:** The program that's associated with the referral. ### PromotionId - **Field API Name:** `ssot__PromotionId__c` - **Data Type:** TEXT - **Description:** The promotion associated with the referral. ### ProviderEmailAddress - **Field API Name:** `ssot__ProviderEmailAddress__c` - **Data Type:** TEXT - **Description:** The email address of the person or the organization that the client is being referred to. ### ProviderFacilityReferenceId - **Field API Name:** `ssot__ProviderFacilityReferenceId__c` - **Data Type:** TEXT - **Description:** A unique, system-generated identifier for this record. ### ProviderFacilityReferenceObject - **Field API Name:** `ssot__ProviderFacilityReferenceObject__c` - **Data Type:** TEXT - **Description:** Alphanumeric string representing the provider facility reference object. ### ProviderId - **Field API Name:** `ssot__ProviderId__c` - **Data Type:** TEXT - **Description:** The account or contact associated with the person or the organization that the client is being referred to. ### ProviderName - **Field API Name:** `ssot__ProviderName__c` - **Data Type:** TEXT - **Description:** The name of the person or organization that the client is being referred to. ### ProviderOrgName - **Field API Name:** `ssot__ProviderOrgName__c` - **Data Type:** TEXT - **Description:** The organization the client is being referred to. ### ProviderPhoneNumber - **Field API Name:** `ssot__ProviderPhoneNumber__c` - **Data Type:** TEXT - **Description:** The phone number of the person or the organization that the client is being referred to. ### ReferralCategory - **Field API Name:** `ssot__ReferralCategory__c` - **Data Type:** TEXT - **Description:** The category of the referral. ### ReferralDate - **Field API Name:** `ssot__ReferralDate__c` - **Data Type:** DATEONLY - **Description:** The date on which the referral was received. ### ReferralPriority - **Field API Name:** `ssot__ReferralPriority__c` - **Data Type:** TEXT - **Description:** Indicates the priority of the referral. ### ReferralResultCategory - **Field API Name:** `ssot__ReferralResultCategory__c` - **Data Type:** TEXT - **Description:** The category of the referral result. ### ReferralScoreNbr - **Field API Name:** `ssot__ReferralScoreNbr__c` - **Data Type:** DOUBLE - **Description:** Determines the likelihood of the referral buying the product. ### ReferralSource - **Field API Name:** `ssot__ReferralSource__c` - **Data Type:** TEXT - **Description:** The source of the referral. ### ReferralStatus - **Field API Name:** `ssot__ReferralStatus__c` - **Data Type:** TEXT - **Description:** The status of the referral. ### ReferralType - **Field API Name:** `ssot__ReferralType__c` - **Data Type:** TEXT - **Description:** Specifies whether the referral is inbound or outbound. ### ReferredPartyId - **Field API Name:** `ssot__ReferredPartyId__c` - **Data Type:** TEXT - **Description:** The contact or personal account associated with the referred party. ### ReferrerEmailAddress - **Field API Name:** `ssot__ReferrerEmailAddress__c` - **Data Type:** TEXT - **Description:** The email address of the person or organization that referred the client. ### ReferrerId - **Field API Name:** `ssot__ReferrerId__c` - **Data Type:** TEXT - **Description:** The account or contact associated with the person or organization that referred the client. ### ReferrerName - **Field API Name:** `ssot__ReferrerName__c` - **Data Type:** TEXT - **Description:** The name of the person or organization that referred the client. ### ReferrerOrgName - **Field API Name:** `ssot__ReferrerOrgName__c` - **Data Type:** TEXT - **Description:** The organization that referred the client. ### ReferrerPhoneNumber - **Field API Name:** `ssot__ReferrerPhoneNumber__c` - **Data Type:** TEXT - **Description:** The phone number of the person or the organization that referred the client. ### Result - **Field API Name:** `ssot__Result__c` - **Data Type:** TEXT - **Description:** Alphanumeric string representing the result. ### SourceOrgIdentifier - **Field API Name:** `ssot__SourceOrgIdentifier__c` - **Data Type:** TEXT - **Description:** The unique identifier of the org where the referrer submitted the referral form. ### SourceReferralIdentifier - **Field API Name:** `ssot__SourceReferralIdentifier__c` - **Data Type:** TEXT - **Description:** The unique identifier of the referral record in the source org. ### Title - **Field API Name:** `ssot__Title__c` - **Data Type:** TEXT - **Description:** The title of the referral. ### UsageType - **Field API Name:** `ssot__UsageType__c` - **Data Type:** TEXT - **Description:** The usage of Referral.