Looking to integrate with Performance or Creator? This guide explains how to integrate with Salesforce for your Advocate program. Refer to Integrate with Salesforce for Performance- and Creator-specific instructions.

[Optional] Step 1: Enable the Salesforce integration in impact.com

Enable the Salesforce integration in impact.com

This may already be set up for you if you’ve previously used Salesforce for your Creator or Performance program.

Start by enabling Salesforce for your impact.com account's Advocate program.

In impact.com, from the left navigation menu, select [Menu] → Settings.
On the left, below Advocate Settings, select Integrations.
On the Salesforce card, select + [Expand], then select Enable Salesforce.
Select Log in with Salesforce and enter your Salesforce credentials.
Select Allow to give impact.com access to your Salesforce organization.

Install the impact.com package to Salesforce

Warning: Only Salesforce System Administrators should install and configure the impact.com package.

In the Salesforce AppExchange, go to the impact.com Partner Manager page.
Select Get It Now.
Follow the on-screen instructions to install the impact.com app.

If you experience any issues installing from AppExchange, you can find a direct link to the package from the Salesforce card in your Advocate integration settings.

Step 2: Configure your Sync settings in impact.com

In impact.com, from the left navigation menu, select [Menu] → Settings.
On the left, below Advocate Settings, select Integrations.
On the Salesforce card, select + [Expand] to expand the integration settings.
Select Sync Settings. Then, choose the Advocate program you want to connect and the sync frequency.
- Only custom fields need to be set up in the sync settings. Basic lead and contact fields don't need to be mapped here.
Save your changes.

Step 3: Configure your impact.com credentials in Salesforce

You'll need your impact.com Account SID, Auth Token, and Program ID. Refer to Get Brand API Access & Credentials for help finding your Account SID and Auth Token. To find your program ID in your impact.com account, select the account selection dropdown menu in the upper-left corner of the page. Your program ID is listed on the right, below the Programs heading.

In your Salesforce account, open the impact.com integration, then navigate to the Impact Setup tab.
Input the required fields:
- Impact account SID
- Auth token
- Program ID
Select Save.
In the Activate Data Sync section, toggle on the option to enable communication between Salesforce and impact.com.

Step 4: Configure field mappings and event triggers in Salesforce

In this step, you'll identify which conditions in Salesforce need to occur for impact.com to track a conversion event.

Alternatively, you can use Flow Builder to set up custom logic on when events should be sent to impact.com. If you plan to use Flow Builder instead, contact your impact.com-assigned Implementation Engineer or our support team for assistance.

Reversing a conversion event: Conversion events can be reversed or modified as long as the reward is still in its pending phase or hasn't been redeemed. You will have to send through the totalPostDiscount as 0 dollars for the rewards to get retracted. Once a reward has been redeemed, the referral is considered locked and the reward can no longer be cancelled. Refer to Batch Modifications & Reversals via FTP or Email for more information on the process.

Field mappings

The Field Mappings section is where you can specify which Salesforce fields are associated with impact.com fields to ensure accurate conversion and action reporting in impact.com.

In your Salesforce account, open the impact.com integration, then navigate to the Impact Field Mapping tab.
Ensure that the Salesforce field email is mapped with the impact.com field customerEmail.
Some fields are mapped automatically. You can map other fields as required. If you're not sure which fields to map, reach out to your impact.com-assigned Implementation Engineer or our support team for assistance.

Event triggers

In Salesforce, navigate to the Impact Event Triggers tab.
In the section Enable trigger event when a new record is created, use the toggles to choose which events will trigger a conversion event in impact.com when a record is created in Salesforce for that object.
In the section Enable trigger event when a field is changed, use the toggles to add triggers for an event, if you want impact.com to create a conversion (and thus, create an action) when a record of the specified event is modified.
Exit the impact.com integration and return to your main Salesforce dashboard.

[Optional] Step 5: Register referred leads

To register the referred user using Salesforce:

Create an attribution flow.

Important: You must set up flows in Salesforce's Flow Builder to share data between Salesforce and your Advocate program. Data cannot be shared between the platforms without a flow.
Create the Referred by Code on your lead object.
Capture Referred by Code in your lead form.
1. Create a Referred By Code hidden field in the form to capture the referral code of the referrer.
2. Use the Autofill function below to retrieve the referral code from the cookie and pass it into the Referred By Code field.

Place the below function on your lead form. This function will break down the referral cookie and ensure the referred user is attributed in Salesforce.

Note: This function requires the Universal Tracking Tag to be loaded for all transactions.

//Replace `PROGRAMID` with your Program ID.
<script>
window.impactOnReady = function () {
    // Retrieve the DOM element you want to auto-fill the referral code into    
    // There are many methods to do this but some of the most common include:
    // getElementbyId
    // getElementByClassName
    // getElementByTag
    const element = document.getElementById("referralCodeField");

    // Make the request to retrieve referral information from the dropped cookie
    // Cookies are dropped after a user clicks on a sharelink
    impact
    .api()
    .referralCookie()
    .then(function(response) {
      // Retrieve a specific program's referral code from the response and set it on your element
      // The response returns referral codes within an object called "codes"
      // Example:
      // {
      // "program-1": "REFERRALCODE1",
      // "program-2": "REFERRALCODE2"
      // }
      // Use your program ID to access and apply the correct referral code to your element
      // example: element.value = response.codes["12345"];
      element.value = response.codes["PROGRAMID"];
    });
  });
};
</script>

Step 6: Set up your rewards and participant touchpoints

When you set up your program in the onboarding checklist, you selected a reward for your customer advocate and the friends they refer. Now you'll need to finish the reward setup.

Set up your widget

Use instant access widgets to give your customer advocates and their referred friends an easy way to interact with your Advocate program. You’ll need to:

Set up an advocate referral widget in your program rules.
- The friend widget will now pop up when the referred friend clicks on a sharelink.
Customize the appearance of the advocate referral widget and the friend widget.
Integrate a small code snippet into your website or landing page.

For instructions, refer to Set Up an Instant Access Widget.

Reward the customer advocate

Your customer advocate can be rewarded with cash, a coupon code for a discount or credit, or a gift card.

Cash payouts: Confirm that your impact.com account is adequately funded.
Set up and review your microsite: You'll need to set up your microsite if you have not already. Your advocates will be sent a link to this microsite to provide payment information in order to get paid out.
Discounts and credits: Add coupon codes for your participants to redeem. You'll also need to set up the codes for redemption in your system.
Gift cards: Fund your Tango Card account .

Reward the referred friend

Referred friends always receive a coupon code. If you didn't add coupon codes for your customer advocates, you'll need to do so now. Make sure that the codes are set up for redemption in your system.

Step 7: Add Advocate fields to your layout

Adding Advocate fields to your contacts will allow you to use the contact’s unique referral share link when generating promotional emails sent out of Salesforce or another Email Marketing Platform that is integrated with your Salesforce instance.

In Salesforce, select the Leads tab.
In the upper-right corner, select [Settings], then Edit Object.
In the left navigation menu, select Page Layouts.
Select the layout you want to edit (e.g., Lead Layout).
From the layout panel at the top of the page, select and drag the Section field into the layout.
In the Section Properties window, enter a name (e.g., Advocate Information) and select a column style.
From the layout panel at the top of the page, select and drag the Referral Code and Referral Link fields into your new section.
Save your changes.
Return to the Leads tab and verify that the fields have been added to the layout.

You can add Advocate fields to your Contacts by following the steps above within your Contacts tab in Salesforce.