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.

j

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

Referral Event

B2B Referral Management Metadata API Types

Referral Mobile SDK

Previous Versions