Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Qualification depends on when Salesforce pings Referral Factory to confirm the status update. The delay should not exceed two hours, though it's typically much faster.
What affects timing
- The speed of the Salesforce event trigger (deal stage change, lifecycle update, etc.)
- The current sync queue volume
- Whether the qualification rule is correctly configured in Campaign > Integrations > Salesforce > Qualify Referrals
If qualification is consistently slow
Contact support@referral-factory.com with a test case including:
The technical team can investigate the specific sync event and identify any delays.
- The user's email address
- The timestamp when the Salesforce event occurred
- The expected qualification trigger