Salesforce

Use our native Salesforce integration to manage your referral program

Updated over a week ago

Referral Rock's native Salesforce integration allows you to easily run your referral program through your own Salesforce instance.

There are two elements to the Salesforce integration:

  1. Add Referral to Salesforce - create or update Salesforce Lead/Contact when a new Referral is added to Referral Rock

  2. Update Referral from Salesforce - update Referrals in Referral Rock based on changes to objects in Salesforce

Read how the Salesforce Integration in our Integration Docs.

Prerequisites: โ€‹Available on Established Business plan.

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