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

If your referral program is open to anyone to join, Referral Factory can create a Salesforce contact when someone registers for a referral link. That way, you can save your new users' details and their referral metrics straight to your CRM.

📌  Want to know what else you can do with Referral Factory and Salesforce? Read the overview.

 

Step 1 (Optional): Create Custom Fields in Salesforce

→ Should you wish to store data such as the Person Referring's referral link, referral count, converted referral count and/or the name of the campaign, first create these fields inside Salesforce.

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Step 2: Configure How Data Should Be Sent in Referral Factory

→ Click Edit Campaign to enter the campaign builder. 

→ Navigate to the Integration step in the bottom navigation bar. 

→ Scroll down until you see the option to configure settings for the Person Referring. 

→ Select whether to create a new Lead or a new Contact in Salesforce.

Step 3: Map Your Fields

→ 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:

  • {Referrer First Name} to the Salesforce field {First Name}
  • {Referrer Last Name} to the Salesforce field {Last Name}
  • {Referrer Email} to the Salesforce field {Email}
  • {Referrer Company} to the Salesforce field {Company} (Only required when creating Leads)

We recommend adding {Last Name} and {Company} as form fields in your Pages for the Person Referring. 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}.

Step 4 (Optional): Define Default Fields

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

Step 5: Choose How To Handle Duplicates

→ Choose whether Referral Factory should update existing contacts. Please note that choosing to update existing contacts could override data inside Salesforce.

→ Click Save or Next.

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How To Test Whether Your Integration Is Working

→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step. 

→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in Salesforce. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, yourname+personreferring+date@yourdomain.com.

→ Check that the user is created in the Users tab inside Referral Factory. 

→ Check that the Lead/ Contact is created in Salesforce.

 


 

📌 Having trouble? Read the Salesforce Troubleshooting Guide.