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Referral Event

Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase.

This action is available in API version 64.0 and later.

Supported REST HTTP Methods

URI: /services/data/vXX.X/actions/standard/processB2bReferralEvent
Formats: JSON
HTTP Methods: POST
Authentication: Authorization: Bearer Token

Inputs

Input	Details
eventType	Type String Description Required. The type of event that the referral completed. Possible values are: `Refer` `Enrollment` `Purchase`
referralCode	Type String Description Required. The referral code used by a referral to sign up as a customer, or to make a purchase. The referral code is a combination of the advocate’s referral code and the promotion code separated by a hyphen.
activityDateTime	Type DateTime Description The date and time when the referral event took place.
accountId	Type String Description ID of the account who is being referred.
leadId	Type String Description ID of the lead record that is used to identify referred members.
opportunity	Type String Description Opportunity record associated with the referral.
productId	Type String Description The ID of the product that the referral purchased.
purchaseAmount	Type String Description The amount the referral spent to purchase one or more units of a product.
purchaseQuantity	Type String Description The number of units that the referral purchased of a product.

Outputs

Output	Details
accountId	Type String Description ID of the account that is associated as a referral program member.
referralId	Type String Description The ID of the referral record of the person who was referred, or whose referral event is processed.
leadId	Type String Description ID of the lead record that is used to identify referred members.
referralStage	Type String Description The current stage of the referral promotion for a referral. Possible values are: `Promotion Launched` `Advocate Joins Promotion` `Advocate Refers Friend` `Friend Signs Up` `Friend Completes First Purchase`
transactionJournalIds	Type String Description The comma separate list of transaction journal IDs created to process the referral event.
voucherList	Type String Description The details of the voucher records created for the referral event.
customRewardList	Type String Description The details of the custom reward records created for the referral event.

Example

Sample Request

1{
2   "inputs":[
3      {
4         "accountId": "001xx000003Ge9HAAS",
5  "activityDateTime": "2025-02-13T00:00:00",
6  "referralCode": "FR886GFJ-NONMCB2B",
7  "eventType": "Refer",
8  "purchaseAmount": 40000,
9  "purchaseQuantity": 34
10 }
11 ]
12}

Sample Response

1
2    {
3        "actionName": "processB2bReferralEvent",
4        "errors": null,
5        "invocationId": null,
6        "isSuccess": true,
7        "outcome": null,
8        "outputValues": {
9            "accountId": "001xx000003Ge9HAAS",
10            "opportunityId": "006xx000001a3e8",
11            "voucherList": [
12                {
13                    "effectiveDate": "2025-06-26T00:00:00.000Z",
14                    "expirationDate": "2026-06-30T00:00:00.000Z",
15                    "transactionJournalId": "0lVxx00000003Fd",
16                    "voucherCode": "Z41TNEH9",
17                    "voucherDefinition": "vdef",
18                    "voucherId": "0kDxx00000000xhEAA"
19                },
20                {
21                    "effectiveDate": "2025-06-26T00:00:00.000Z",
22                    "expirationDate": "2026-06-30T00:00:00.000Z",
23                    "transactionJournalId": "0lVxx00000003Fe",
24                    "voucherCode": "YTARIRO3",
25                    "voucherDefinition": "vdef",
26                    "voucherId": "0kDxx00000000xiEAA"
27                }
28            ],
29            "transactionJournalIds": [
30                "0lVxx00000003Fd",
31                "0lVxx00000003Fe"
32            ],
33            "referralStage": "Referral Closure/Converts",
34            "referralId": "0wixx00000000b7",
35            "extendedRewardList": [],
36            "leadId": "00Qxx000002TSFi"
37        },
38        "sortOrder": -1,
39        "version": 1
40    }
41]

Referral Marketing Developer Guide

Referral Event

Supported REST HTTP Methods

Inputs

Outputs

Example