You are here:
Object Permissions for B2C Referrals
B2C Referrals comes with a set of objects to view and manage referral programs. Admins must provide role-specific object access to users in the org. For example, marketing managers need permission to view, create, and edit referral programs and their related records whereas admins need access to delete records as well.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing |
Admins can provide users access to objects by using either a:
- Custom permission set
- Custom profile
Role-Specific Object Access
Here are the objects that you must provide users access to:
| Object | Admins | Marketing Manager |
|---|---|---|
| Contact |
|
|
| Communication Channel Template | ||
| Communication Channel Type | ||
| Extended Reward | ||
| Extended Reward Definition | ||
| Internal Organization Unit | ||
| Internal Organization Unit Communication Channel | ||
| Journal SubType | ||
| Journal Type | ||
| Loyalty Program | ||
| Loyalty Program Engagement Attribute | ||
| Loyalty Program Member | ||
| Loyalty Program Member Attribute Value | ||
| Loyalty Program Member Promotion | ||
| Loyalty Program Process | ||
| Loyalty Program Process Rule | ||
| Loyalty Program Widget | ||
| Promotion | ||
| Promotion Market Segment | ||
| Promotion Stage | ||
| Promotion Stage Communication Channel Template | ||
| Promotion Stage Email Template | ||
| Promotion Stage Template | ||
| Promotion Template | ||
| Promotion Template Extended Reward Definition | ||
| Referral | ||
| Voucher | ||
| Voucher Definition |
The Promotion Market Segment is available only in orgs where Data 360 is enabled.
Tip The standard System Administrator profile comes with read, create, edit,
delete, view all records, and modify all records access for all Referral Marketing objects.
If you assign the System Administrator profile to admins, you don’t need to provide them
with access to the Referral Marketing objects. If you assign a custom profile to admins,
ensure that admins have the required Referral Marketing object access.
Did this article solve your issue?
Let us know so we can improve!
