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Facilitate Partner Referrals with B2B Referral Management
Amplify your growth targets by empowering partners to refer new business clients. Drive enhanced business referrals with tailored rewards and accelerated program design. Automate the referral journey through intuitive stages and invocable actions. Optimize your sales with comprehensive visibility and seamless tracking across referral programs and promotions.
Required Editions
| Available in: Lightning Experience |
| Available in: Sales Cloud Enterprise Edition (or above) with Partner Ecosystem Management (Member or Login), Partner Community, and External Apps licenses. |
Enhance your Partner Ecosystem strategy with B2B Referral Management. Create a referral program and design promotions relevant to your company's requirements using an intuitive guided flow. Incentivize advocates and referred parties to participate by offering tailored rewards, such as payout commissions.
Use custom templates to define when to reward partners and referred parties across referral stages. Utilize invocable actions to easily enroll partners as advocates for promotions, track referral activity, and automatically reward advocates and referred parties when they complete eligible activities. Track all updates of the referral program and its promotions, including which stage each referral is at, activities completed by advocates and their referred parties, and whether referral rewards have been issued for eligible activities.
When you use B2B Referral Management provided with the Partner Relationship Management license, note these limitations:
- You can onboard 150 active advocates.
- You can issue up to 10,000 vouchers.
An Advocate must have a Business Account record to join B2B referral promotions and earn referral rewards.
The count of issued vouchers is based on the number of records in the voucher object, without considering the status of each individual voucher.
Active Advocate Count
An active advocate represents a partner's active engagement with an active referral promotion. The active advocate count denotes the number of partners that the brand is actively engaging through their referral promotions.
Salesforce considers an advocate as active only when:
- The promotion that the advocate is a part of is active
- The Loyalty Program Member Promotion record that associates an advocate with a promotion is active.
| BUSINESS SCENARIO | ACTIVE ADVOCATE COUNT |
|---|---|
| A company has two active promotions, one is active and another is inactive. The active promotion has 15 active advocates. The inactive promotion has 7 active advocates. | 15 |
| A brand has two active promotions. In one promotion, there are 4 active advocates and 1 inactive advocate. The second promotion has 23 active advocates and 17 inactive advocates. | 27 (4 plus 23) |
| A brand has one active promotion and adds 5 partners to the promotion as active advocates when the promotion is launched. After the launch, another 15 partners join as active advocates. | 20 (5 plus 15) |
| A partner joins five promotions, out of which two promotions are now inactive. | 3 (5 minus 2) |
| A brand has 16 advocates who are part of active promotions but 5 of these advocates don’t have active Loyalty Program Member Promotion records. | 11 (16 minus 5) |
| A brand has 120 active advocates and is expected to add another 40 advocates in the upcoming year based on the estimates from their planned promotions. | 150 (120 plus 30) In this scenario, the brand is expected to have 10 more active advocates for the B2B Referral Management use case than provisioned by the Partner Relationship Management license, so you must decide which 150 advocates will be active. |
