Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
Referral Factory can create Lead and Contact objects in Salesforce. The object type is configured per campaign in your Salesforce integration settings under the Leads and Referrers tabs.
Available object types
When configuring the When lead joins campaign or When referrer joins campaign action, you can choose:
- Create New Lead in Salesforce
- Create New Contact in Salesforce
Required fields by object type
Lead
Both fields must be mapped before any data can be sent to Salesforce. A yellow "Setup Required" warning appears until all required fields are mapped.
- Last Name (required)
- Company (required)
Contact
- Last Name (required)
Commonly mapped optional fields
Beyond the required fields, you can map additional Referral Factory fields to Salesforce, including:
Click + Add More Fields in the field mapping section to add additional rows.
- First Name
- Email
- Campaign Name
- Referral Code
- Source
- Referral Link
- Company (optional for Contacts)
What about Opportunities?
Referral Factory does not directly create Opportunity objects. However, Opportunities play a role in qualification: you can set a qualification rule that triggers when a Lead converts into an Opportunity, or when an Opportunity reaches a specific stage (e.g. Closed Won). See How to qualify leads automatically via Salesforce for details.
Important notes
- If your Salesforce instance uses both standard Accounts and Person Accounts, mapping the Company field will create a standard Account rather than a Person Account.
- Custom fields in Salesforce must be created on the Salesforce side before they appear as mapping options. If you recently added a custom field, disconnect and reconnect the integration to refresh the field list.