Using Salesforce and Referral Factory together, to automate everything from generating referral links for leads to asking your customers to refer their friends, to marking which referrals convert, to rewarding successful referrals. No-code needed!
In this guide 👇
👉 What you can do with Salesforce and Referral Factory
- What You Need
- Connect your Salesforce Account with Referral Factory
- Send Users from Referral Factory to Salesforce
- Qualify successful referrals when a status changes in Salesforce
- Map User Data from Referral Factory to Salesforce
- Sync Salesforce Contacts with Referral Factory
- Automatically Generate Referral Links for your Salesforce Contacts
👉 Uninstall your Salesforce Integration
What You Can Do With Salesforce and Referral Factory
👉 Sync your Salesforce contacts to generate their referral links.
👉 Send your new referred leads or opportunities straight into the Salesforce.
👉 Qualify the referred leads that convert simply by updating things like: Lead status, converting a lead into an opportunity, or converting a lead into and opportunity and moving it to a specific stage (like closed and won for example).
👉 Automatically issue rewards to the contacts who refer new business your way.
Get Started
What You Need
- Any Referral Factory plan.
- Any Salesforce plan that has API enablement.
- A draft or published referral campaign in Referral Factory.
Please note: You cannot connect multiple Salesforce accounts to your Referral Factory account at the same time.
Connect your Salesforce Account with Referral Factory
- In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.
- Click Connect under the Salesforce logo.
- A pop-up will appear. Review the permissions and then click ALLOW.
Please note:
1) *Note: If you have trouble connecting Salesforce as an integration - please make sure you have enabled API access inside your Salesforce account. If you are unsure how to do that, please read this article.
2) *Note: Please contact support if you see a pop-up stating that your Salesforce account does not meet the requirements. Usually, this happens when Referral Factory tries to connect with the wrong Salesforce subdomain in your account, so we need to configure it from our side.
Configure Salesforce
Once your Salesforce account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).
Please note: There are two main functions to configure:
1. Send users from Referral Factory into Salesforce.
2. Qualify successful referrals when a status changes in Salesforce.
Read more about qualified referrals in this help guide.
1. Send Users from Referral Factory to Salesforce
- In the left-hand navigation bar, click Campaigns.
- Select the campaign you want to connect to Salesforce.
- In the bottom navigation bar, click Integration.
- Select which Referral Factory users to send into Salesforce as leads.
- Select Direct if you want to send the Person Referring.
- Select Referred if you want to send the Person Invited.
- You can select both Direct and Referred users!
🔗 Read more about Salesforce leads in Salesforce’s knowledge base
Tip: If you’re only asking your existing Salesforce contacts to refer, there is no need to send Direct Users.
Please note: If a Referral Factory user is already a Salesforce contact, don’t worry! Referral Factory will check the user’s email address against your contact list and will only create new contacts. Existing contacts will be updated, depending on the user data you map between Referral Factory and Salesforce.
2. Qualify successful referrals when a status changes in Salesforce
What will change in Salesforce when you consider a referral successful? Select from 3 options to trigger a successful or converted referral in Referral Factory:
👉 A lead would convert into an opportunity
👉 A lead would convert into an opportunity, and move to a specific stage.
Tip: The fields available in these settings pull directly from your Salesforce account. So, if you have custom fields, statuses or stages, these will be available for selection.
👉 Lead Status
- Select Lead status would change.
- When Referral Factory first creates the lead in Salesforce, choose which lead status you’d like to categorize them as. For example, ‘Marketing lead’.
- Then, choose which lead status you’d like to categorize them as when you consider them a successful or converted referral. For example, ‘Working’.
🔗 Read about lead statuses in Salesforce’s knowledge base.
👉 A lead would convert into an opportunity
- Select lead would convert into an opportunity.
- Referral Factory first creates a lead in Salesforce, every time you get a new referred user, when leads become an opportunity Referral Factory will consider them a successful or converted referral.
🔗 Read about lifecycle stages in Salesforce’s knowledge base.
👉 A lead would convert into an opportunity, and move to a specific stage
- Select A lead would convert into an opportunity, and move to a specific stage.
- Choose an opportunity stage.
- When Referral Factory first creates an opportunity in Salesforce, choose which stage you’d like to categorize the opportunity as when you consider the opportunity successful. For example, ‘Closed won’.
🔗 Read about deal stages in Salesforce’s knowledge base here.
Once you’ve configured your qualification triggers, you will be asked if you also want to send your Salesforce contacts into Referral Factory.
- Select ‘Yes’ or ‘No’.
- You will be asked to complete these settings at a later stage.
Please note: Your Salesforce contacts will not sync until your campaign setup is complete.
Map User Data from Referral Factory ➡️ Salesforce
- Before you map user data, decide which data you want to sync between Referral Factory and Salesforce.
- Create relevant form fields in your campaign Pages for Person Referring and/or Pages for Person Invited.
- Create relevant custom fields in Salesforce. You will likely want to create fields like ‘Campaign name’, ‘Referral link’, ‘Referrer first name’, ‘Referral count’ and ‘Converted referral count’. For assistance on creating custom fields, 🔗 see Salesforce’s knowledge base.
Or watch this video 👇
- Click ‘Map the below fields to the fields in Salesforce’.
- Use the dropdown options to match the relevant data between Referral Factory and Salesforce. The options in the dropdowns will pull from your Salesforce account.
Please note: Keep in mind that Referral Factory requires default fields ‘First Name’, ‘Last Name’ and ‘Email’. If these are not mapped, the integration will not work.
- Map any additional Salesforce values that you want to sync. Click ‘Choose your default Salesforce values from the fields below’. These options will pull from your Salesforce account.
- Click Next.
- Once you have configured Email Notifications, complete your Salesforce configuration in the final step: ‘Promote your Campaign’.
Sync Salesforce Leads or Contacts with Referral Factory
- Select ‘Generate referral links for your CRM contacts’.
- Scroll down to ‘Sync Your Leads Or Contacts’.
Tip: Remember that Referral Factory’s integration lets you send data in both directions 🔄 from Referral Factory to Salesforce and from Salesforce to Referral Factory. In the Integrations step of the campaign builder, you configured sending contact information from Referral Factory ➡️ Salesforce.
In this step, you configure how to send data from Salesforce ➡️ Referral Factory.
- Choose whether to sync Only Leads or Only Contacts of your Salesforce account.
- Then see the mapped contacts.
- Select whether you want to make the sync between Salesforce and Referral Factory ongoing or once-off.
- Click ‘Next’.
Automatically Generate Referral Links for Salesforce Contacts
- Before you map user data, make sure to have created a custom property in Salesforce for ‘Referral link’. 🔗 Read about custom properties in Salesforce here.
- Use the dropdown options to match the relevant data between Referral Factory and Salesforce. The options in the dropdowns will pull from your Salesforce account.
- Click ‘Save’.
Please note: Your contacts will NOT be notified unless you choose to notify them in the next step.
Uninstall your Salesforce integration from Referral Factory
- Navigate to the Settings tab on the left-hand side.
- Under the Salesforce logo, select 'Disconnect'.
Please note: Once disconnected, no user data will sync between Salesforce and Referral Factory or vice versa. However, any data that was synced before will still be available in both systems.