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.

Standard Objects

The Referral Marketing and B2B Referral Management data models come with a set of objects and fields to manage referral program information such as program design, advocate and referral details, and rewards. Developers can extend the objects in the data model based on your company’s requirements.

Objects for B2B and B2C Referral Programs
Objects form the data model foundation for managing referral program information. Discover which objects are available for B2B and B2C referral programs.
CommunicationChannelTemplate
Represents the template for different communication channels. This object is available in API version 63.0 and later. This object is available only for B2C referral programs.
CommunicationChannelType
Represents the type of communication channel such as WhatsApp, SMS, or Telegram. This object is available in API version 63.0 and later. This object is available only for B2C referral programs.
ExtendedReward
Represents the instance of an extended reward that's issued to a customer, a partner, or a member. This object is available in API version 64.0 and later.
ExtendedRewardDefinition
Represents the definition of an extended reward that is associated with a loyalty program. This object is available in API version 64.0 and later.
InternalOrgUnitCommChannel
Represents the communication channel for the internal organization unit. This object is available in API version 63.0 and later. This object is available only for B2C referral programs.
JournalSubType
Represents a subcategory of transaction journals. Journal subtypes identify the type of advocate or referred party activity for which transaction journals are created. This object is available in API version 59.0 and later.
JournalType
Represents a category of transaction journal. Journal types identify the reason for which transaction journals are created. This object is available in API version 59.0 and later.
LoyaltyPgmEngmtAttribute
Represents an event that’s tracked for advocates. For example, engagement attributes are used to track the number of times advocates have referred their friends or businesses in a day and the number of times advocates have been rewarded for successful referrals. This object is available in API version 59.0 and later.
LoyaltyPgmMbrAttributeVal
Represents an advocate’s progress towards to target of an engagement attribute. This object is available in API version 49.0 and later.
LoyaltyProgram
Represents the referral program. All records related to the referral program’s promotions, rewards, advocates, and referrals are associated with the referral program. This object is available in API version 59.0 and later.
LoyaltyProgramMbrPromotion
Represents a junction between an advocate and a promotion and is used to track whether an advocate has signed up for a promotion. This object is available in API version 49.0 and later.
LoyaltyProgramMember
Represents the details of a referral program advocate. This object is available in API version 59.0 and later.
LoyaltyProgramProcess
Represents information about a process that processes transaction journals for a referral promotion’s advocates and their referred party’s referral events. This object is available in API version 59.0 and later.
LoyaltyProgramProcessRule
Represents the details of a rule in a loyalty program process. This object is available in API version 59.0 and later.
LoyaltyProgramWidget
Represents information about a widget that advocates use to enroll in the referral program and refer their friends This object is available in API version 59.0 and later. This object is available only for B2C referral programs.
OutboundEngagementTemplate
Each row represents a reusable template that defines the content, structure, and delivery settings for automated or manual outbound communications, such as emails and messages, to customers or prospects. Use it to standardize and personalize outreach across sales, service, and marketing processes. This object is available in API version 68.0 and later.
OutboundEngagementTmplView
Represents the details of an outbound engagement template. This object is available in API version 65.0 and later.
OutboundEngmtContentRsrc
Represents the details of an outbound engagement. This object is available in API version 65.0 and later.
Promotion
Represents information about a referral promotion. This object is available in API version 59.0 and later.
PromotionMarketSegment
Represents a junction between a promotion and a Data Cloud segment. Associate a promotion with a segment when you want only the contacts associated with the segment to join as advocates of the referral promotion. This object is available in API version 59.0 and later. This object is available only for B2C referral programs.
PromotionStage
Represents a stage in a referral promotion. This object is available in API version 59.0 and later.
PromStageCommChannelTmpl
Represents a junction between promotion stage and communication channel template. This object is available in API version 63.0 and later. This object is available only for B2C referral programs.
PromotionStageEmailTemplate
Represents a junction between a promotion stage and an email template. When a referral promotion is created, an email template is associated with each stage of the promotion. You can customize the email template for each stage based on your company’s branding. This object is available in API version 59.0 and later. This object is available only for B2C referral programs.
PromotionStageEvent
Represents the event details associated with creating or updating a promotion stage, including information about the related promotion, promotion code, and target audience. This object is available in API version 65.0 and later.
PromotionStageTemplate
Represents the reuseable configuration details of a promotion stage template. This object is available in API version 61.0 and later.
PromotionTemplate
Represents the JSON configuration and details of a referral promotion template. This object is available in API version 61.0 and later.
PromTmplExtdRewardDef
Represents a junction between promotion template and extended reward definition. This object is available in API version 64.0 and later.
Referral
Represents the details of a referral submitted by an advocate. This object is available in API version 59.0 and later.
TransactionJournal
Represents the details of an advocate or their referred party's activity. This object is available in API version 49.0 and later.
Voucher
Represents the details of a voucher that’s issued to an advocate or to a referred friend. This object is available in API version 59.0 and later.
VoucherDefinition
Represents information about the voucher template. A voucher definition is used to issue vouchers to advocates and their referred parties. This object is available in API version 59.0 and later.

Referral Marketing Developer Guide

Standard Objects

See Also