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Partner Cloud
Add B2B Referral Code to Deal Registration

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Add B2B Referral Code to Deal Registration

If your org uses B2B referrals, add referral code capture to the Partner Deal Registration flow.

Required Editions

Available in: Lightning Experience
Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go, with B2B referrals enabled.
User Permissions Needed
Edit and activate Partner Deal Registration flow Manage Flow
Channel managers Manage B2B referrals
Partners Access B2B referrals

Confirm that you enabled B2B referrals and that partner users have the loyalty and referral permissions they need.

  1. In Setup, open the active deal registration flow used for partner submissions.
    You can also open your custom Save As version.
  2. Open the Create Lead Record element. Map the referral code field.
  3. Save and activate the updated flow.
  4. If you didn’t enable B2B referrals, remove the referral code input from the partner-facing flow screen to avoid confusion.
 
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