Salesforce

The ReferralHero / Salesforce integration provides a robust set of features that empower you to:

  • Import Existing Contacts from Salesforce to ReferralHero

  • Automatically Sync ReferralHero Subscribers to Salesforce

  • Track a Salesforce Conversion Event

NOTE: Before connecting the ReferralHero/Salesforce integration, API access needs to be enabled in your Salesforce organization. API access is enabled by default in most Salesforce editions, including Enterprise, Unlimited, and Developer editions but a few editions like Professional do not include API access, and you need to enable API access or upgrade to a higher Salesforce edition.

Import Salesforce contacts to ReferralHero

If you have existing contacts in your Salesforce account and you want to import/subscribe them all to your ReferralHero campaign, you'll want to follow these instructions:

  1. Go to your Campaign Dashboard > Subscribers > Import and click on the tab Import from CRM.

  2. If you haven't connected your Salesforce account yet, please do it now by clicking on the button Setup Integration.

  1. Select the campaign to which the contacts/subscribers will be added.

  2. Choose the Salesforce object from which you want to import contacts/subscribers.

  3. Specify a URL for the referral link. This is the URL that we will use to generate the referral link for your subscribers. For example, if you use http://mywebsite.com, the referral link will be 'http://mywebsite.com?mwr=123456'

  4. Optional: Choose to "Send Welcome Email" at the time of import. Note, you must activate your Welcome Email in Automations before enabling the "Send Welcome Email".

  5. Click on the button Import

We will import your subscribers into your ReferralHero campaign immediately. Depending on how many subscribers you are importing, it might take from a few minutes to several hours. We will send you an email when the import is finished.

NOTE: If you turn on the Salesforce integration (see the section below), ReferralHero will populate the custom fields in your Salesforce account with the subscriber's values.

Sync ReferralHero subscribers to Salesforce

If you want to automatically add ReferralHero subscribers to Salesforce follow these instructions:

  1. Go to your Campaign Dashboard > Edit Campaign > Integrations > Salesforce

  2. Click ‘Connect your Salesforce account

  3. After connecting your account, toggle the Salesforce object (Leads or Person Accounts) you would like to create when a ReferralHero subscriber is added.

  4. Then click Save

Note: ReferralHero will first attempt to sync with the Salesforce profile. If found, we will sync; if not found, we will create it as you defined with the toggle.

The integration will automatically create the following custom fields in your Salesforce account.

FIELDDescription

CODE

Subscriber's unique referral code

EX_FIELD

Subscriber's extra field value

EX_FIELD_2

Subscriber's second extra field value

LAST_REF

Timestamp of last referral

POINTS

Subscriber’s total accumulated points

POSITION

Subscriber’s position

REF_LINK

Subscriber's unique referral link

REFERRER

Subscriber’s referrer’s name

SOURCE

Subscriber's source. If empty value will be "None"

SUB_ID

Subscriber's id

TOT_REF

Subscriber's total number of referrals

EM_LINK

Subscriber’s email link

FB_LINK

Subscriber’s Facebook link

TW_LINK

Subscriber’s Twitter link

NOTE:

  1. You should update the Field Level Security settings in Salesforce, which you can find in the 'Setup' menu under 'Field Accessibility.'

  2. This step is crucial because it lets you decide which user profiles should see these new fields and where they should appear on the page layouts. By default, all RH custom fields are hidden, so adjusting these settings is necessary to control who can access these fields and where they appear on different layout configurations.

Now when a person signs up for your ReferralHero campaign, they will be immediately synced/added to your Salesforce account.

NOTE: ReferralHero will automatically update these custom fields when a person signs up or when things change (eg: when a subscriber refers a new person, their TOT_REF value changes).

Track a Salesforce Conversion Event

If your Salesforce contacts are associated with “Opportunity”, you can add an event in the Salesforce integration that creates a rule to trigger the following actions in ReferralHero whenever there is a defined Opportunity Stage change in Salesforce.

  1. Contact added

  2. Referral change from pending to unconfirmed/confirmed status

  3. Total spend updates

Steps:

  1. Click the ‘Add Event To Track’ button

  2. Give the event a name

  3. Select the Salesforce opportunity stage to track

  4. Select the 'Trigger Event Type' option that corresponds to the action you want to perform in ReferralHero, such as adding a contact or changing a referral status.

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