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Why use Referral Factory if I already use Salesforce?
You do not need to replace Salesforce to run referrals. Referral Factory adds the referrer experience, referral link, attribution, qualification and campaign reward rules around your existing Salesforce sales process.
What can I automate between Referral Factory and Salesforce?
You can sync existing Salesforce Leads or Contacts as referrers, send new referrers into Salesforce, send new leads as Leads or Contacts, and qualify referrals from the Salesforce change selected for the campaign.
How do existing Salesforce Leads and Contacts become referrers?
Sync existing Salesforce Leads, Contacts or records from a Salesforce campaign into Referral Factory. Each person can receive referral information for the campaign, and the mapped referral link or other available fields can be written back to Salesforce.
Follow How Can I Give Existing Salesforce Leads or Contacts Their Own Referral Links? for the full sync process.
What happens when someone makes a referral?
The referrer shares through Referral Factory. When the new lead joins, Referral Factory can create the Salesforce Lead or Contact selected for the campaign so your sales team can work it with its other prospects.
Use How Are Leads Sent From Referral Factory to Salesforce? to configure the record type, field mappings and duplicate rules.
How does Salesforce tell Referral Factory that the referral succeeded?
The available condition depends on the Salesforce record path. It can be a Lead field change, a Lead converting to an Opportunity, that conversion followed by an Opportunity stage change, or a Contact field change.
What happens after Referral Factory qualifies the referral?
Referral Factory updates the referral status. If the campaign rewards qualified referrals, its reward process can then begin. Qualification and reward setup remain separate campaign settings.
What would the full automated journey look like?
An existing Salesforce Lead or Contact becomes a referrer and receives a referral link. They share it, a new lead enters Salesforce, and your team works the associated Lead, Contact or Opportunity. When the selected Salesforce progression occurs, Referral Factory qualifies the referral and applies the campaign rules.
Which setup guides should I read next?
Set up the individual paths using existing-record sync, new-lead sending, new-referrer sending and automatic conversion tracking. If a test does not behave as expected, use the Salesforce troubleshooting guide.