How To Send Referred Users (The Person Invited) from Referral Factory to Salesforce

Referral Factory can automatically create a new contact in Salesforce when someone signs up using their friend's referral link. That way, your team can pick up the referred lead without skipping a beat!

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

 

πŸ“Œ Want to send referred users AND automatically qualify them using Salesforce? Read this instead.

Step 1: Create Custom Fields in Salesforce

β†’ For the Salesforce integration to work correctly, you will need to create a custom text field in Salesforce to store Referral Factory’s unique user ID for the Person Invited, which we call {Referral Code}. If you plan to send your referrals to Salesforce as Leads, then create this custom field in the Lead object. If you plan to send your referrals to Salesforce as Contacts, then create this custom field in the Contact object. 

salesforce-step-1-create-field-for-referral-code-send-person-invited

β†’ (Optional) Should you wish to store additional referral data related to your referred user, create the relevant fields inside Salesforce. Remember to create these fields inside the relevant Salesforce object, depending on whether you wish to send your referrals to Salesforce as Leads or Contacts. You could, for example, create fields to house information like:

  • {Referrer First Name}: The name of the person who referred them
  • {Referrer Email Address}: The email address of the person who referred them
  • {Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
  • {Referral Link}: The referral link automatically generated for the new user (useful if you will enrol referred leads into your referral program)

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

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

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

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. 

salesforce-step-2-configure-how-to-send-from-referral-factory-send-person-invited

Step 3 (Optional): Set Your Qualification Rules

β†’ If you would like to automatically qualify the Person Invited when they convert in Salesforce, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.

πŸ“Œ If you’d prefer to send referred users AND automatically qualify them using Salesforce, we highly recommend reading this instead.

salesforce-step-3-send-person-invited-qualification-settings-optional

Step 4: Map Your Fields 

β†’ Map the data fields from Referral Factory to your Salesforce fields using the dropdown select options. If a recently created Salesforce field is unavailable for selection, click the refresh button. 

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

  • {First Name} 
  • {Last Name} 
  • {Email} 
  • {Company} (Only required to create Leads)
  • {Referral Code} 

Other fields are optional. 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}.

salesforce-step-4-send-person-invited-map-fields-

Step 5 (Optional): Define Your Default Fields

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

salesforce-step-5-send-person-invited-default-fields-optional

Step 6 (Optional): Attach Information About The Person Referring

β†’ You also 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. 

salesforce-step-6-send-person-invited-attach-information-about-the-person-who-made-the-referral-optional

Step 7: Choose How To Handle Duplicates

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

salesforce-step-7-send-person-invited-how-to-handle-duplicates

β†’ Click Save or Next.


 

How To Test Whether Your Integration Is Working

Step 1: Sign Up As the Person Referring

β†’ 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. 

β†’ 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.

testing-integrations-sign-up-as-person-referring-step-1 (1)

Step 2: Sign Up As the Person Invited

β†’ Next, open the referral link generated for the Person Referring and sign up as the Person Invited

how-to-test-your-integration-click-referral-link

β†’ 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+personinvited+date@yourdomain.com.

 

how-to-test-your-integration-sign-up-as-person-invited

Step 3: Check For New Users In Referral Factory

β†’ Navigate to the Users tab and check that the both the Person Referring and the Person Invited have been created in Referral Factory.

how-to-test-your-integration-users-in-referral-factory (1)

Step 4: Check For New Leads/Contacts in Salesforce

β†’ Check that the Lead/ Contact for the Person Invited is created in Salesforce with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to Salesforce.  

salesforce-testing-person-invited-new-lead-alice


 

πŸ“Œ Having trouble? Read the Salesforce Troubleshooting Guide.