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How Can I Give Existing Salesforce Leads or Contacts Their Own Referral Links?
Sync existing Salesforce Leads or Contacts into Referral Factory as referrers and map their referral links back to Salesforce.
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Before you startHow do I sync existing Salesforce Leads or Contacts as referrers?How do I choose which Salesforce records to sync?How do I map Salesforce fields to Referral Factory?How do I send each referrer’s referral link back to Salesforce?Is the sync one-time or ongoing?Are synced referrers automatically notified?What happens after the records are added?How do I test the sync?
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