Referral Add to Salesforce

Our legacy Salesforce receiver integration allows for one-way communication from Salesforce to Referral Rock in order to update referrals based on Salesforce settings. Due to this, when using a Referral Rock hosted form, an additional integration (typically through Zapier) was required to ensure the referral exists in both Salesforce and Referral Rock.

With this new Referral Add to Salesforce integration, whenever a referral is added to Referral Rock, they are also added as a Lead in Salesforce.

View our Salesforce integration for Referral Updates here!

In Salesforce

  1. Create Salesforce new Connected App
    1. In Salesforce Classic, from Setup, enter Apps in the Quick Find box, select Apps (under Build | Create), then scroll down to Connected Apps and select New.
    2. In Lightning Experience, from Setup, enter Apps in the Quick Find box, select App Manager and then New Connected App in the upper right hand corner.
  2. Name your App
  3. Enter your contact email
  4. Enable OAuth Settings
  5. Add the following scopes:
    1. Perform requests on your behalf at any time (refresh_token, offline_access)
    2. Access and manage your data (api)
  6. Add the following Callback URL: https://i.referralrock.com/oauth
  7. Click save and allow 2 to 10 minutes for the App to be ready

In Referral Rock

We have received reports that some browser extensions such as pop-up blockers may cause issues during set up in Referral Rock. Please disable your pop-up blocker or allow the pop-up when prompted.
  1. Navigate to Settings > Integrations or click here.
  2. Scroll down to External Service Integrations and select Manage Integration under Salesforce.
  3. Under Send Referral to Salesforce, select Setup New Program.
  4. Select the Program you would like to integrate with Salesforce and select Next.
  5. Select <New Account> in the drop down menu and name the account whatever you would like and select Next.
  6. Use the drop down menu for Select Account to select the account you just named.
  7. Choose your preferred Configuration
  8. Review and Save
  9. Click the green button to enable the integration. Now any referrals that come in Referral Rock for the chosen Program will be created as Leads in Salesforce if they don't already exist.

That's it! If you would like to edit this setup in the future, you can do so here.


How did we do?


Powered by HelpDocs

Powered by HelpDocs