Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Referral Marketing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Common Business Requirements for B2B Referral Promotions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Referral Marketing

            Common Business Requirements for B2B Referral Promotions

            Before you create referral promotions, map some of the most common business requirements to the prerequisites for creating a promotion.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
            Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management.
            Business Scenario Prerequisites
            A cybersecurity firm wants to expand its client base by leveraging its existing partners. They are launching a B2B referral program that rewards both the referring partner (advocate) and the newly onboarded business (referred party) once the referred party subscribes to their annual advanced threat protection suite and completes its initial security audit.

            Promotion's target audience: A campaign with partners who have a high security compliance rating.

            Promotion's journal subtypes for eligible activities:

            • Journal subtype for referred party's eligible activity: Referred Party Completes Security Audit
            • Journal subtype for advocate's eligible activity: Advocate Rewarded for Party's Subscription

            Promotion's template stages:

            • Promotion Launched
            • Advocate Joins Promotion
            • Advocate Submits Referral
            • Referral Qualifies
            • Referred Party Completes Security Audit and Subscribes
              • Both advocate and referred party are rewarded at this stage.

            Promotion's rewards:

            • Voucher for referred party: Get a 5% discount on their first year's annual advanced threat protection suite.
            • Extended reward for advocate: 1 month premium incident response support.
            An ERP software provider, seeks to increase its market share within the manufacturing sector. They are introducing a B2B referral incentive that rewards both the advocate and the newly integrated manufacturing client upon the successful deployment of the ERP system.

            Promotion's journal subtypes for eligible activities:

            • Journal subtype for referred party converting to an opportunity: Referred Party Converts
            • Journal subtype for advocate's eligible activity: Advocate Rewarded for Party's ERP System Deployment

            Promotion's template stages:

            • Promotion Launched
            • Advocate Joins Promotion
            • Advocate Submits Referral
            • Referral Qualifies and Converts
              • Advocate is rewarded at this stage.
            • Referred Party deploys the ERP system
              • Referred Party is rewarded at this stage.

            Promotion's rewards:

            • Voucher for referred party: Get $2,000 discount on the total ERP implementation cost.
            • Extended reward for advocate: Receive a free upgrade for their existing ERP system
            A digital marketing agency wants to launch a B2B referral program that rewards advocates both when they submit a referral and when the referred company qualifies.

            Promotion's journal subtypes for eligible activities:

            • Journal subtype for referred party's eligible activity: Referred Party Qualifies
            • Journal subtype for advocate's eligible activity: Advocate Submits a Referral

            Promotion's template stages:

            • Promotion Launched
            • Advocate Joins Promotion
            • Advocate Submits Referral
              • Advocate is rewarded at this stage.
            • Referral Qualifies
              • Referred Party is rewarded at this stage.
            • Referred Party Signs Digital Marketing Retainer

            Promotion's rewards:

            • Voucher for referred party: Get a free month of social media management services.
            • Extended reward for advocate:
              • If the advocate has been a partner for less than a year: Receives in-depth market research report tailored to their industry.
              • If the advocate has been a partner for more than a year: Receives gift card worth $1000.
            A cloud-based platform for logistics and supply chain management wants to implement a B2B referral program that rewards the advocate when the referred party integrates with the company's platform

            Promotion's target audience: A campaign with gold standard partners

            Promotion's journal subtypes for eligible activities:

            • Journal subtype for advocate's eligible activity: Advocate Rewarded for Platform Integration

            Promotion's template stages:

            • Promotion Launched
            • Advocate Joins Promotion
            • Advocate Refers Business
            • Referral Converts
            • Referred Party Integrates with Platform
              • Advocate is rewarded at this stage.

              Promotion's rewards:

            • Extended reward for advocate: Receive a dedicated account manager for 6 months to optimize their platform usage.
             
            Loading
            Salesforce Help | Article