Partner Referral Benefit Overview

Earn a referral benefit by blazing trails as a Salesforce Consulting partner. By being part of the Consulting Partner Program, partners may be eligible to receive a referral benefit when a referred lead is submitted through the Partner Community. In order to qualify, the referral must meet the requirements described in the Consulting Program Policy Guide and the lead must be converted into a Salesforce direct sale opportunity, which closes therafter. Explore this page to learn more about the program.

New this year, consulting partners globally (including AMER) will be eligible to earn a one-time 20% referral fee on Salesforce Essentials, our small business offering. To learn more, visit p.force.com/essentials.

Learn more about referral benefit rates >

Receive your partner referral benefit in five steps:

  • 1. Partner submits referral lead via the Business Console in the Partner Community
  • 2. Submission is processed within 45 days from the qualified purchase closed date
  • 3. Purchase Order is issued via email to partner
  • 4. Partner creates invoice and submits to Salesforce
  • 5. Salesforce finalizes payment within 10 days of receiving invoice
  • Please note the following when submitting Partner Referral Leads:

  • Each partner is responsible for managing the referrals it submits; should there be any concerns about the timely review, processing, approval, or rejection of a referral it has submitted, please submit a case via the Partner Community within (30) days of the date on which the associated opportunity is closed
    Submit case for a referral benefit >

  • The company name on the purchase order must correspond to the name on the invoice submitted by the Partner, in order to receive the referral payment. If your company name or banking details have changed, please contact vendorrecords@salesforce.com

  • The key contact on your Partner Account will be the designated user to receive the purchase order. Please check with your Partner Community admin to ensure that the correct person is assigned

  • The referral benefit will only be paid if a partner is in good standing at the time of SFDC’s payment processing

  • Should you have any questions about your invoice or payment status, please contact our Accounts Payable Team for assistance.

Q. Are all partners eligible for referral benefits?
A. Download & View current PY Progam & Policy for partner eligibility by country and tier on Addendum 1 - Referrals >

Q. When should I expect to receive my referral payment?
A. Salesforce will calculate referral benefits on a monthly basis, and payment will be processed within 45 days of the end of the month of the closed date of the associated opportunity.

Q. I have closed my first opportunity. Where do I submit my banking details to receive my referral payment?
A. When you close your first opportunity you should receive a request to provide your banking information from vendorrecords@salesforce.com. If you did not receive it, please log a case.
     Log a case here >

Q. The opportunity I sourced is not visible on my Business Console in the Partner Community and I didn’t receive a referral benefit.
A. Each partner is responsible for managing the referrals it submits. Should you have concerns about the timely review, processing, approval or rejection of a submitted referral, please submit a case within 30 days of the date on which the associated opportunity is closed.
     Log a case here >

Q. What products are not eligible for referral benefits?
A. Certain product will be ineligible for referral fees, and will be marked as such in the Partner Community submission process and/or will be inaccessible to partners when submitting a referral.

Q. Is there a minimum threshold for the referral payment?
A. The minimum monthly threshold for referral payments is $500 (or the applicable currency equivalent of $500)

Q. Are there any countries not eligible for referral benefits?
A. Yes. Opportunities where the referred customer is located in the United States, Canada or Japan are not eligible for referral benefits..
     Review & download the current PY Partner Policy Addendum 1 for excluded countries definition >

Q. Are add-on and upgrade opportunities eligible for referral benefits?
A. Add-on/upgrade opportunities are not eligible for referral fees in Mature Market countries. Review & download the current PY Partner Policy for Mature Market definition >

Q. I have received my purchase order and submitted the invoice for payment, but I have not yet received the referral benefit. How can I follow up on the status of my referral benefit?
A. For payment status inquiries, please email our accounts payable team with an attached copy of your invoice.
     Email accountspayable@salesforce.com >
     Email accountspayable-EMEA@salesforce.com
     Email accountspayable-APAC@salesforce.com

Q. How are the referral benefits distributed if I am partner and have different affiliates across countries?
A. Salesforce shall only issue referral fees to the Partner legal entity, and will not issue referral fees to Affiliates of Partner or other third parties.

Still have questions? Reach out to us in our Official: Consulting Central collaboration group >