Referral Marketing Developer Guide

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
B2B Referral Management Metadata API Types
Flow for B2B Referral Management
Referral Mobile SDK
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Flow for B2B Referral Management

Represents the metadata associated with a flow. Use Flow to create an application that takes users through a series of pages to query and update records in the database. You can also execute logic and provide branching capability based on user input to build dynamic applications.

FlowActionCall

B2B Referral Management exposes additional actionType values for the FlowActionCall Metadata type.

Field Name Field Type Description
actionType InvocableActionType (enumeration of type string)

Required.

The action type. Additional valid values only for B2B Referral Management include:

  • enrollAdvocateB2bReferralProm—Enroll an existing or new customer as an advocate for a referral promotion. Available in API version 64.0 and later.
  • processB2bReferralEvent—Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase. Available in API version 64.0 and later.