B2B Referral Management

B2B Referral Management helps your brand run referral programs with evergreen and time-bound promotions for your channel partners. Channel managers can design and launch referral promotions within minutes. B2B Referral Management takes care of the rest with its inbuilt automations by rewarding advocates and their referred parties.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

B2B Referral Management Standard Invocable Actions

Create and manage B2B referral programs for your organization using invocable actions.
B2B Referral Management Metadata API Types

Metadata API enables you to access some types and feature settings that you can customize in the user interface.