Sync your Salesforce contacts to generate unique referral links for each of them. Send these links along with referral metrics back to Salesforce for easy distribution and monitoring of your referral program within your CRM.
This guide will show you step by step how to successfully sync your Salesforce contacts with your referral program.
Step 1: Create A Custom Field in Salesforce
→ Before you configure the sync between Referral Factory and Salesforce, you will need to create a custom field in Salesforce to store each contact's Referral Link. Note that you should create this field in the object you are syncing (e.g., Leads or Contacts).
→ You may also want to create custom fields to store each referrer's performance metrics, i.e. the number of people they have referred [Referral Count] and the number of those referrals that have been successful [Converted Referral Count].
Step 2: Start Your Sync in Referral Factory
You can sync your Salesforce contacts from two places in Referral Factory:
From the Promote section inside the campaign builder → Click Generate referral links for your contacts by syncing them.
From the Users Tab → Click Add Users → Click Sync Your CRM Contacts.
Step 3: Choose The Contacts You Want to Sync
→ Choose if you want to sync leads, contacts, or members of a specific campaign. If you want to sync members of a campaign, choose the campaign name from the drop-down list and then the member type within that campaign (leads or contacts).
→ Click Next.
💡 If your recently created Salesforce properties aren't available for selection in Referral Factory, try clicking the refresh icon.
Step 4: Map Your Fields From Salesforce To Referral Factory
→ Map the custom fields from Salesforce to the relevant data fields in Referral Factory.
→ Click Next.
Step 5: Map Your Fields From Referral Factory To Salesforce
→ Map the data from Referral Factory to the custom fields you have created in Salesforce. To surface each contact's referral link inside Salesforce, you must map the field "Referral Link".
→ Click Next.
Step 6: Confirm (With The Option To Sync Ongoing)
→ In the final step, you have the option to make the sync function on an ongoing basis. Use the toggle to make the sync ongoing.
→ Click Start Sync.
❗️Contacts that you sync will not be automatically notified or sent their referral link, even if your email notification for the person referring is switched on. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature.
❗️This is not a two-way sync. In other words, direct users who sign up for a referral link via the Pages for the Person Referring will not be automatically added to Salesforce. Should you wish to set up this function, you can do so on the Integrations step of the Campaign Builder by scrolling down to the section titled Person Referring (send direct users into Salesforce).
📌 You can stop the ongoing sync from the Promote section of the campaign builder. Learn more.
Salesforce Sync FAQs
How long does it take to sync Salesforce contacts?
This depends on the number of contacts you’ve synced and how busy the platform is at the time of your sync. Please note that for lists of over 1000 contacts, your sync can take up to 12 hours.
How do you stop an ongoing sync?
→ From the Campaigns Tab, click Edit Campaign to enter the campaign builder.
→ If you have an active, ongoing sync, you should see a green toggle underneath the block titled “Generate referral links for your contacts by syncing them” in the Promote section.
→ Click this toggle to stop the ongoing sync.
