Salesforce and Referral Factory: A Full Guide

Discover how Salesforce.com and Referral Factory combine to enhance your referral program. Sync contacts, generate unique referral links, and save inside Salesforce. Plus, import new leads and qualify them seamlessly.

salesforce.com referral

 

Are you looking for referral program software that works with Salesforce

Get your referral program up and running, and integrated with Salesforce.com, in just a few days πŸ‘‰ Try Referral Factory

If you already have a Referral Factory account, then keep reading to learn how to set up your integration πŸ‘‡



In this guide
πŸ‘‡

1. What You Can Do with Salesforce and Referral Factory πŸš€

2. How To Connect Your Salesforce Integration

3. How To Configure Your Salesforce Integration

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

3.2. How To Send Referred Users from Referral Factory to Salesforce and Automatically Qualify Them

3.3. How To Send Direct Users (The Person Referring) to Salesforce When They Sign Up For A Referral Link

4. Uninstall your Salesforce Integration from Referral Factory

5. Troubleshooting


1. What You Can Do With Salesforce and Referral Factory πŸš€

πŸ‘‰ Sync your Salesforce contacts to automatically generate their unique referral links, which you can then send back into Salesforce. That way, you can distribute referral links directly from Salesforce!

πŸ‘‰ Send new referred leads or opportunities generated via your referral program straight into Salesforce.

πŸ‘‰ Qualify successful or converted leads simply by updating a lead or contact field, or by converting them from a lead into an opportunity in Salesforce.


2. How To Connect Your Salesforce Integration

What You Need:

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

β†’ Click Connect under the Salesforce logo. 

referral factory integrates with salesforce crm and other tools

β†’ A pop-up will appear asking you to review the permissions. Click Allow.

authorize salesforce integration with referral factory

β†’ Success!

salesforce successfully connected to referral factory

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

 

❗️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: πŸ“– Zapier And Referral Factory: A Full Guide πŸ“– 


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:

πŸ‘‰ Sync all or some of your Salesforce contacts with Referral Factory. 

πŸ‘‰ Send users from Referral Factory into Salesforce. 

πŸ‘‰ Qualify successful referrals when a field changes in Salesforce.

πŸ’‘ Want to know more about qualifying converted or successful referrals in general? Read this guide: πŸ“– How to Qualify Converted or Successful Referrals πŸ“–

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

 

πŸ“Œ This will generate referral links for all of your customers in Salesforce, these customers will NOT be notified. After your sync is complete, the customers you sync’d will each have a referral link inside their customer record 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. You may also want to create custom fields to store each referrer's performance metrics, i.e. the number of people they have referred and the number of those referrals that have been successful. 

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

 

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

 

πŸ‘‰ From the Users Tab.

β†’ Click Add Users.

β†’ Click Sync Your CRM Contacts.

how to generate referral links for salesforce contacts sync feature referral factory

πŸ‘‰ From the Campaigns tab.

β†’ Click Sync Your Contacts.

referral factory sync your salesforce contacts referral program

πŸ‘‰ From the Promote section inside the campaign builder.

β†’ Click Generate referral links for your contacts by syncing them.

generate referral links for your salesforce contacts referral factory

β†’ 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.

β†’ Select who you want to sync between Referral Factory and Salesforce. If you want to sync members of a campaign, choose the campaign name from the drop-down list.

β†’ Click Next.

make referral links for salesforce leads referral factory integration

β†’ Map the data fields from Salesforce to the relevant data fields in Referral Factory. 

β†’ Click Next.

map salesforce contact fields to referral factory

β†’ Map the data from Referral Factory to the fields you have created in Salesforce. To surface each contact's referral link inside Salesforce, you must map the field Referral Link

β†’ Click Next

create a referral link for salesforce contacts

β†’ 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. 

πŸ“Œ You have the option to toggle the ongoing sync on or off from the Promote step of the campaign builder.

β†’ Click Start Sync.

automated referral program salesforce crm

❗️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: πŸ“– How To Create A Once-Off Email πŸ“– 

sync process started referral factory

β†’ Success!


3.2. How To Send Referred Users from Referral Factory to Salesforce and Automatically Qualify Them

 

Referral Factory can automatically create a new lead or contact in Salesforce when someone signs up using their friend's referral link AND track if they convert in Salesforce to automatically qualify them (i.e., mark them as a successful or converted referral), which, in turn, could automatically trigger a reward to the person who referred them. 

Referral Factory can track the following in Salesforce to automatically qualify a referred lead:

πŸ‘‰ A change in a Lead field of your choice. 

πŸ‘‰ A change in a Contact field of your choice. 

πŸ‘‰ When a Lead converts into an Opportunity. 

πŸ‘‰ When a Lead converts into an Opportunity and reaches a specific Opportunity Stage of your choice. 

 

πŸ“Œ If a Referral Factory user is already a Salesforce contact, don’t worry! Referral Factory will check the user’s email address against your lead/contact list and will only create new leads/contacts. 

 

This function must be configured from inside the campaign builder. 

β†’ Select the Campaigns tab from the left-hand menu bar.

β†’ Click Edit Campaign.

create a salesforce referral program

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

salesforce integration referral marketing software

β†’ Scroll down until you see the option to configure settings for the Person Invited

β†’ Select whether your new referred users should be sent to Salesforce as Leads or Contacts. Note that your choice will affect the qualification options available. 

 

salesforce lead generation tools referral program

 

β†’ Next, set the rules that will automatically qualify referrals who you consider converted or successful. 

πŸ‘‰ If you choose to qualify by a change in a lead field:

β†’ Choose the lead field you want to track. For example, Status.

β†’  Select what the field's value should be when Referral Factory first creates the lead inside Salesforce. For example, "Lead Status".

β†’ Select the field value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory. For example "Closed - Converted".

salesforce lead tracking referrals

salesforce referral automation

 

πŸ‘‰ If you choose to qualify by a change in a contact field:

β†’ Choose the contact field you want to track. 

β†’  Select what the field's value should be when Referral Factory first creates the contact inside Salesforce. 

β†’ Select the field value(s) that mean the referral has been successful or converted; i.e., the value that should trigger a qualification in Referral Factory. 

salesforce referrals

 

πŸ‘‰ If you choose to qualify when a lead converts into an opportunity:

β†’ There is nothing further to action for now.

salesforce referrals

salesforce referral program automation

 

πŸ‘‰ If you choose to qualify when a lead converts into an opportunity and moves to an opportunity stage of your choice:

β†’ Select the opportunity stage(s) that mean the referral has been successful or converted; i.e., the stage that should trigger a qualification in Referral Factory. For example "Closed Won".

salesforce referral program automation

 

β†’ Next, map the data fields from Referral Factory to Salesforce using the dropdown select options. These options will pull directly from your Salesforce account. 

salesforce referral program map your fields

❗️ For this function to work, you must map the following fields:

First Name

Last Name

Email

Company (Only required to create Leads)

Referral Code

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

 

We recommend adding Last Name and Company as form fields in your Pages 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}.

create a salesforce referral program

❗️ If you plan to qualify when a Lead converts into an Opportunity, you MUST map the field relationships for the field Referral Code between Salesforce objects (Lead, Opportunity and Contact).   

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

 

β†’ You also have the option to define default fields for when the contact is created inside Salesforce. 

β†’ Finally, you have the option to attach information about the person who made the referral. Remember that you may need to create custom fields inside Salesforce to house this data. 

start a salesforce referral program

β†’Click Save.


3.3. How To Send Direct Users (The Person Referring) to Salesforce When They Sign Up For A Referral Link

 

If you have a use case for this function, Referral Factory can also create a Salesforce lead or contact when someone signs up for a referral link via the campaign join link as a direct user or a Person Referring. 

πŸ“Œ If a Referral Factory user is already a Salesforce contact, don’t worry! Referral Factory will check the user’s email address against your lead/contact list and will only create new leads/contacts. 

This function must be configured from inside the campaign builder. 

β†’ Click Edit Campaign to enter the campaign builder. 

β†’ Navigate to the Integrations step in the bottom navigation bar. 

salesforce referrals app

β†’ Scroll down until you see the option to configure settings for the Person Referring

salesforce referrals app

β†’ Map the data fields from Referral Factory to Salesforce using the dropdown select options. These options will pull directly from your Salesforce account. 

❗️ For this function to work, you must map the following fields:

First Name

Last Name

Email

Company (Only required to create Leads)

Referral Code

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

β†’ You may want to create additional fields in Salesforce to store Referral Factory data such as "Campaign Name" and "Source".

β†’ You also have the option to define default fields for when the contact is created inside Salesforce. 

β†’ Click Save.


4. Uninstall your Salesforce Integration from Referral Factory

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

salesforce referral add on

❗️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: πŸ“– Troubleshoot Your Salesforce Integration πŸ“–

 

We also have a guide on how to start the project, before you connect Salesforce: How to create a referral program