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 > Edit Campaign > Add Subscribers > Import via Integration.

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

1. Choose the Salesforce object (Leads or Person Accounts) from which you want to import contacts/subscribers.

2. 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. Select a sync option

5. 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.

FIELD	Description
Code__c	Subscriber's unique referral code
ExField__c	Subscriber's extra field value
ExField2__c	Subscriber's second extra field value
LastRef__c	Timestamp of last referral
Points__c	Subscriber’s total accumulated points
Position__c	Subscriber’s position
RefLink__c	Subscriber's unique referral link
Referrer__c	Subscriber’s referrer’s name
Source__c	Subscriber's source. If empty value will be "None"
SubId__c	Subscriber's id
TotRef__c	Subscriber's total number of referrals
EmLink__c	Subscriber’s email link
FbLink__c	Subscriber’s Facebook link
TwLink__c	Subscriber’s Twitter link
MWR__c	Subscriber’s referrer’s referral code

Note: The connected user must have the appropriate permissions to create custom fields on the selected Salesforce object. Additionally, ensure that the "Customize Application" permission is enabled for the connected user account. Without this permission, custom fields cannot be created.

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).

Salesforce Account Configuration

Configuring your Salesforce account is essential for the ReferralHero integration to function properly. After establishing the integration, it's imperative to follow these steps to ensure seamless operation within your Salesforce environment.

Note: Please ensure that API access is enabled in Salesforce. API access is typically enabled by default in most Salesforce editions, including Enterprise, Unlimited, and Developer editions. For more information, refer to the Salesforce documentation.

Remote Site Settings

1. Navigate to “Remote Site Settings” using the “Quick Find” search box in Salesforce Setup.

2. Click the “New Remote Site” button.

3. Enter the following ReferralHero site URL in the “Remote Site URL” field: https://app.referralhero.com/.
4. Click Save.

Field Accessibility Settings

1. Go to “Field Accessibility” using the “Quick Find” search box in Salesforce Setup.

2. Choose the record type (e.g., Lead or Contact) for which you want to update field accessibility.

3. Click “View by Fields”.

1. Select the profile (e.g., System Administrator) to modify the field’s accessibility.

2. Ensure that both “Field-Level Security” and “Page Layout” are set to “Visible”.

1. Save the changes. The field “Code” is now “Editable” for the selected profile.

1. Repeat the process for the following custom fields:

• SubId__c

• ExField__c

• ExField2__c

• Code__c

• FbLink__c

• TwLink__c

• EmLink__c

• RefLink__c

• TotRef__c

• Source__c

• LastRef__c

• Position__c

• Points__c

• MWR__c

• Referrer__c

1. Verify that all field-level security settings are correctly applied in the profile. Ensure that field access for all custom fields is now “Editable”.

NOTE: Updating "Field Accessibility" 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.

Additional Salesforce Account Type Configuration Considerations

The ReferralHero integration is compatible with different Salesforce editions, but certain editions have limitations based on API and Apex class availability. Below is an outline of the supported editions and the corresponding functionality:

Starter Suite Edition

• API Access: Enabled. The integration can connect to Salesforce.

• Apex Class: Not available.

• Event Tracking: Not supported.

• Summary: While the Starter edition allows for basic connectivity with Salesforce, it does not support event tracking due to the absence of Apex class functionality.

Pro Suite Edition

• API Access: Not enabled. The integration cannot connect to Salesforce.

• Apex Class: Not available.

• Event Tracking: Not supported.

• Summary: The Pro edition does not support the ReferralHero integration because API access and Apex classes are unavailable.

Enterprise Edition

• API Access: Enabled. The integration can connect to Salesforce.

• Apex Class: Available.

• Event Tracking: Fully supported.

• Summary: The Enterprise edition fully supports the ReferralHero integration, including event tracking through the Apex class.

Unlimited Edition

• API Access: Enabled. The integration can connect to Salesforce.

• Apex Class: Available.

• Event Tracking: Fully supported.

• Summary: The Unlimited edition provides complete functionality for both Salesforce connectivity and event tracking.

Developer Edition

• API Access: Enabled. The integration can connect to Salesforce.

• Apex Class: Available.

• Event Tracking: Fully supported.

• Summary: The Developer edition fully supports the integration, including both connection and event tracking.

Einstein Suite Edition

• API Access: Enabled. The integration can connect to Salesforce.

• Apex Class: Available.

• Event Tracking: Fully supported.

• Summary: The Einstein edition fully supports the integration, including both connection and event tracking.

Notes:

• API access is essential for the ReferralHero integration. Ensure that the user profile linked to the integration has API access enabled.

• For editions that support API access, event tracking requires the Apex class to be available. Without Apex class functionality, events cannot be tracked.

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. Total spend updates

3. Referral change from pending to unconfirmed/confirmed status

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.