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Referral Marketing Developer Guide

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Summer '26 (API version 67.0)

Spring '26 (API version 66.0)

Winter '26 (API version 65.0)

Summer '25 (API version 64.0)

Spring '25 (API version 63.0)

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Summer '24 (API version 61.0)

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Introduction to Referral Marketing

Standard Objects

Referral Marketing Fields on Standard Objects

Associated Objects

Referral Marketing Business APIs

Referral Marketing Standard Invocable Actions

Referral Marketing Metadata API Types

B2B Referral Management

B2B Referral Management Standard Invocable Actions

Advocate Enrollment

B2B Referral Management Metadata API Types

Referral Mobile SDK

B2B Referral Management

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B2B Referral Management Standard Invocable Actions

B2B Referral Management Standard Invocable Actions

Create and manage B2B referral programs for your organization using invocable actions.

Advocate Enrollment
Enroll an existing or new customer as an advocate of a referral promotion.
Referral Event
Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase.