👉 Sync your Salesforce contacts to automatically generate their unique referral links, which you can then send back into Salesforce along with their referral metrics. That way, you can distribute referral links directly from Salesforce and monitor your referrers' performance from within your CRM.

👉 Send new referred leads or opportunities generated via your referral program straight into Salesforce.

👉 Qualify successful or converted leads simply by updating their lead status, by converting a lead into an opportunity, or by converting a lead into an opportunity and moving it to a specific deal stage (for example, "Closed Won").

2. How To Connect Your Salesforce Integration

What You Need:

Any Referral Factory plan.
Any Salesforce Edition with API Access.
A draft or live referral campaign in Referral Factory.

→ In the left-hand navigation bar of your Referral Factory dashboard, click the Settings tab.

→ Click Connect under the Salesforce logo.

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→ A pop-up will appear asking you to review the permissions. Click Allow.

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→ Success!

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❗️ If you get an error modal saying that your Salesforce account doesn't meet the requirements to connect, please consult this guide: 📖 Troubleshoot the Salesforce Integration 📖

❗️Please note that you can only connect one Salesforce account to Referral Factory at a time. You may be able to connect additional Salesforce accounts via Zapier. Please consult this guide: 📖 Zapier And Referral Factory: A Full Guide 📖

3. How To Configure Your Salesforce Integration

Once your Salesforce account is connected to Referral Factory, you will need to configure your integration inside your campaign(s).

❗️ If you want to sync multiple referral campaigns with Salesforce, you will need to configure the integration for each campaign.

There are three main functions to configure to use your Salesforce integration to its full potential:

👉 Sync all or some of your Salesforce contacts with Referral Factory

👉 Send users from Referral Factory into Salesforce.

👉 Qualify successful referrals when a field changes in Salesforce.

💡 Want to know more about qualifying converted or successful referrals in general? Read this guide: 📖 How to Qualify Converted or Successful Referrals 📖

3.1. How To Sync Salesforce Leads or Contacts with Referral Factory (and Generate Their Referral Links)

💡 The integration between Referral Factory and Salesforce allows for seamless data transfer in both directions. You can send data from Referral Factory to Salesforce and vice versa, ensuring that all relevant information is synchronized between the two platforms. This integration enhances the efficiency and effectiveness of your referral program by streamlining the data exchange process.

Before you configure the sync between Referral Factory and Salesforce, you will need to create custom fields in Salesforce for the referral data you want to sync:

Referral Link
Referral Count (optional)
Converted Referral Count (optional)

You can learn more about creating custom fields in Salesforce's help guide: 🔗 Create Custom Fields 🔗

You can sync your Salesforce contacts from two places in the Referral Factory dashboard:

👉 From the Users Tab.

→ Click Add Users.

→ Click Sync Your CRM Contacts.

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👉 From the Promote section inside the campaign builder.

→ Click Generate referral links for your CRM contacts.

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→ Select whether you want to sync your Salesforce contacts on an ongoing basis. In other words, every time you add a new contact in Salesforce who meets the criteria you set for the sync, they will be automatically added to your referral program.

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❗️Contacts that you sync will not be automatically notified or sent their referral link. If you would like to notify them, please use your own marketing channels or Referral Factory's once-off email feature. You can learn more about once-off emails here: 📖 How To Create A Once-Off Email 📖

You have the option to sync three different segments of contacts between Referral Factory and Salesforce:

Only your Leads.
Only your Contacts.
Members of a specific Campaign.

→ Select whom you want to sync between Referral Factory and Salesforce. If you want to select a campaign, choose the campaign name from the drop-down list.

→ Map the data fields for Referral Link, Referral Count (optional), and Converted Referral Count (optional) to the custom fields you have created in Salesforce.

→ Click Next.

→ Check that the number of leads or contacts to be synced matches the number of leads or contacts in your Salesforce account or selected campaign.

→ Click Next.

→ Click Save to confirm and start the sync.

→ Success!

3.2. How To Send New Users from Referral Factory to Salesforce

Referral Factory can automatically create a new lead in Salesforce when someone signs up to participate in your referral program. In most cases, you would want to send referred users into your sales pipeline. However, you can also send users who sign up to refer via the campaign join link (as a person referring).

📌 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.

This function must be configured from inside the campaign builder.

→ Select the Campaigns tab from the left-hand menu bar.

→ Click Edit Campaign.

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→ Once you're inside the campaign builder, select Integration from the bottom navigation bar.

→ Select which Referral Factory users you want to send into Salesforce.

👉 Select Direct if you want to send the Person Referring and/or

👉 Select Referred if you want to send the Person Invited.

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💡 If you are automatically generating referral links for your contacts through the CRM sync and not allowing people to sign up for referral links via the campaign join link, you do not need to send direct users.

💡 Not sure about what counts as a user, or the difference between the person referring and the person invited? Read this 📖 What Is A User? 📖

→ The next section of the page only applies if you want to automatically qualify a referral when a lead converts in Salesforce. If you only want to send users without adding a qualification trigger, you can ignore these options. The settings for automatic qualification will be covered in the next section (click here jump to that section).

→ Before you begin mapping your data fields, decide which data you want to send from Referral Factory to Salesforce.

→ Create the relevant form fields in your campaign Pages for the Person Referring and/or Pages for the Person Invited. We recommend adding {Last Name} and {Company}, as these are required by Salesforce.

→ Create the relevant custom fields in Salesforce. For the integration to work, you must create a custom field for {Referral Code}. You will likely want to create fields like "Campaign Name", "Referral link", "Referrer First Name", "Referral Count" and "Converted referral count".

→ Map the field relationships between Salesforce objects (Lead, Contact, Account, Opportunity).

For assistance with creating custom fields and mapping them across objects, please consult Salesforce’s Knowledge Base and/or watch this video:

→ Click Map the below fields to the fields in Salesforce.

→ Use the drop-down options to match the relevant data between Referral Factory and Salesforce. The options in the drop-downs will pull directly from your Salesforce account.

❗️ Salesforce requires that you map the following fields:

→ {First Name}

→ {Last Name}

→ {Email}

→ {Company Name}

→ {Referral Code}

❗️ If these fields are not mapped, the integration will not work ❗️

💡 If you don't see the option to map a particular field, like {Last Name} or {Company}, it is probably the case that you didn't add these fields as form fields in Step 1 for the Person Referring and/or Step 1 for the Person Invited.

If you do not want to ask your users to fill in these details, we recommend mapping a default field, like {Source} or {Campaign Name}.

→ If you would also like to send information about the Person Referring (e.g., {First Name} and {Email}) when a new referred lead is sent to Salesforce, toggle on the option to Pass extra data fields through with each referred user (this will attach information from the person referring). Remember that you would need to have created custom fields for this data in Salesforce before you can map the data.

→ You also have the option to sync additional Salesforce values that you would like to include. Simply click on Choose your default Salesforce values from the fields below. These options will be pulled directly from your Salesforce account.

→Click Next.

Here is an example of how the information may appear in Salesforce:

3.3. How To Automatically Qualify Successful or Converted Referrals

You can use Referral Factory's integration with Salesforce to trigger a qualification in Referral Factory when a data field changes in Salesforce.

💡 Are you unsure about what it means to qualify a referral? Read this help guide to learn about marking successful or converted referrals as qualified:

📖 How to Qualify Converted or Successful Referrals 📖

What will change in Salesforce when you consider a referral successful? Select from the following 3 options to trigger a successful or converted referral in Referral Factory:

👉 A lead status would change

👉 A lead would convert into an opportunity

👉 A lead would convert into an opportunity, and move to a specific stage.

💡 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.

3.3.1. How to Qualify A Referral in Salesforce by a Change in Lead Status

→ Select Lead status would change.

→ Choose the lead status that should be used when Referral Factory first creates the lead in Salesforce. For example, 'Open - Not Contacted'.

→ Then, choose which lead status you’d like to categorize them as when you consider them a successful or converted referral. For example, 'Closed - Converted'. This is the status that will trigger a qualification in Referral Factory.

🔗 Read about lead statuses in Salesforce’s knowledge base.

3.3.2. How to Qualify A Referral in Salesforce When a Lead Converts Into An Opportunity

→ Select A 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 converting leads into opportunities in Salesforce's knowledge base.

3.3.3. How to Qualify A Referral in Salesforce When A Lead Converts Into An Opportunity and Moves To a Specific Stage

→ Select A lead would convert into an opportunity, and move to a specific stage.

→ Choose the stage of the opportunity at which you consider a referred user as successful or converted. For example, ‘Closed won’. This is the stage that will trigger a qualification in Referral Factory.

🔗 Read about opportunity stages in Salesforce’s knowledge base.

4. Uninstall your Salesforce Integration from Referral Factory

Navigate to the Settings tab on the left-hand side.
Under the Salesforce logo, select 'Disconnect'.

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❗️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.

5. Troubleshooting

Having trouble with the Salesforce integration? Please consult our troubleshooting guide: 📖 Troubleshoot Your Salesforce Integration 📖