Partner Referral Tracking groups 3 related components across Scripts. The configuration centers on scripts and includes 3 scripts that support the process.
How the pieces work together
- This configuration has 3 documented components, with the strongest activity in Scripts.
- Review the scripts and workflows first when changing how partner referral tracking behaves.
- Use the fields, lists, records, and searches as supporting configuration for the process.
Components
| Component | Type | Role in this configuration |
|---|---|---|
| Partner Referral Tracking Portlet | Portlet Script | Runs automation logic for partner referral tracking. |
| Partner Referral Tracking Workflow Action | Workflow Action Script | Runs automation logic for partner referral tracking. |
| Partner Referral Tracking Workflow Action | Workflow Action Script | Runs automation logic for partner referral tracking. |
What to review first
- Confirm the process owner understands the components listed above.
- Review scripts and workflows before changing supporting fields or searches.
- Validate saved searches and fields after any workflow or script change.